RE: Is there any way to create a user note on a transaction with a button via workflow?



I am looking to create a simple workflow. I want to create a button on existing  sales orders which when pressed, adds a User Note with some text. The text in the User Note will not be dynamic.

Can anyone help me find the User Note field when creating this action or a workaround? I can’t seem to find a solution.




tedbits Rookie Asked on April 6, 2020 in How To's.
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2 Answers

If you are referring to the User Notes sublist under the Communication tab it is not possible. Only the Items sublist is available on workflows currently. However, you could create a custom field and populate it when a button is clicked. Otherwise it would need to be a script.

Beginner Answered on April 6, 2020.
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