\nstring fullUrl = string.Concat(this.Url, _CurrentNotes.objectid.Value.ToString());
\nthis.ReturnUrl = string.Format(@”{1}<\/a>“, fullUrl, “Click To Open Opportnity”);<\/p>\n
return ActivityExecutionStatus.Closed;
\n}<\/p>\n
private string GetNotes(Guid Regarding, ICrmService _iService)
\n{<\/p>\n
StringBuilder _NotesMessage = new StringBuilder();<\/p>\n
ColumnSet _ColsToFetch = new ColumnSet(new string[] { “notetext”, “objectid”, “subject”,”createdby”, “createdon” });<\/p>\n
RetrieveMultipleResponse retrieved = null;
\nConditionExpression _Condition = new ConditionExpression();
\n_Condition.Operator = ConditionOperator.Equal;
\n_Condition.AttributeName = “objectid”;
\n_Condition.Values = new object[] { Regarding };<\/p>\n
FilterExpression _Filter = new FilterExpression();
\n_Filter.FilterOperator = LogicalOperator.And;
\n_Filter.Conditions.AddRange(new ConditionExpression[] { _Condition });<\/p>\n
QueryExpression query = new QueryExpression();<\/p>\n
query.ColumnSet = _ColsToFetch;
\nquery.Criteria = _Filter;
\nquery.EntityName = EntityName.annotation.ToString();
\nRetrieveMultipleRequest retrieve = new RetrieveMultipleRequest();
\nretrieve.Query = query;
\nretrieve.ReturnDynamicEntities = true;
\nretrieved = (RetrieveMultipleResponse)_iService.Execute(retrieve);<\/p>\n
if (retrieved.BusinessEntityCollection.BusinessEntities.Count > 0)
\n{
\nfor (int i = 0; i < retrieved.BusinessEntityCollection.BusinessEntities.Count; i++)
\n{\/\/collect all notes regarding the same opportunity
\nDynamicEntity _Notes = (DynamicEntity)retrieved.BusinessEntityCollection.BusinessEntities[i];
\nif (_Notes.Properties.Contains(“subject”))
\n{
\n_NotesMessage.AppendLine(_Notes.Properties[“subject”].ToString());
\n}<\/p>\n
if (_Notes.Properties.Contains(“notetext”))
\n{
\n_NotesMessage.AppendLine(_Notes.Properties[“notetext”].ToString());<\/p>\n
}<\/p>\n
}
\n}
\nreturn _NotesMessage.ToString();<\/p>\n
}
\n}<\/p>\n
} Step8. Select your custom workflow step As we all know in CRM notes are stored in annotation entity, like records. For example if you have added 3 notes in account there will be three different record in annotation entity related to that account. In my current project we got requirement to send Notification when a new notes is added to Opportunity. This can be easily achieved… Read more »<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[22,10,1,20],"tags":[],"_links":{"self":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/431"}],"collection":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=431"}],"version-history":[{"count":1,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/431\/revisions"}],"predecessor-version":[{"id":1671,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/431\/revisions\/1671"}],"wp:attachment":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=431"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=431"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=431"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nStep5. Sign your custom workflow assembly.
\nStep6. Register your workflow assembly.
\nStep7. Create workflow, select Note entity and select to run when record is created.
\nYou will get your custom workflow section like below
\n![\"\"](\"http:\/\/mahenderpal.files.wordpress.com\/2011\/03\/customwfstep.jpg\" "\\"customWFstep\\"")
<\/a><\/p>\n
\nStep9. Click on Set Properties and fill URL for opportunity
\n<\/a>
\nStep10.Select Send Email step and click on set Properties and set properties accordingly.
\nStep11. Select your custom workflow from look for picklist and select both output variable to provide url link and History notes.
\n<\/a>
\nStep12. Save and Publish workflow.
\nNext time when you will add note to opportunity you will get email with history notes and URL for that opportunity record.<\/p>\n","protected":false},"excerpt":{"rendered":"