Is there any way to create a user note on a transaction with a button via workflow?
Hello!
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.
Thanks,
Ted
You add a user note to a sales order by creating a user note and setting the transaction field to link the two. I don’t think you can create a user note using the Create Record action so this is probably a task which requires SuiteScript.
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.
