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.
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.