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CRM Notes Widget

2 posts, 0 answered
  1. Mason Ambery
    Mason Ambery avatar
    67 posts
    Registered:
    19 Nov 2021
    21 Jun 2022
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    I've added the Notes widget to a form but I'm not able to get the Add button to work or the list of existing notes to display from the related entity.  I'm working with the Case entity and am able to pull data into the form and submit it back.  Based on the documentation it says to just pull the widget onto the form and that's it.  I've even tried pulling in an additional TPC form widget and associated it with Note and tried placing the Notes widget within the nested form control but no luck.  I am able to upload attachments thought on the Add version of the form.  I am on the most current version of TPC and Sitefinity 14.1.
  2. Vladyslav Makar
    Vladyslav Makar avatar
    20 posts
    Registered:
    16 Dec 2020
    23 Jun 2022 in reply to Mason Ambery
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    Greetings Mason,

    I hope your day is going well!

    That sounds unusual and should be working right away. I would suggest you to join the Daily Q&A Session, where we can take a look at your issue and try to fix it on the go:

    https://www.crmportalconnector.com/support/training/daily-q-a-registration

    Best regards,

    Vlad
2 posts, 0 answered