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TOPIC: Attaching a note to a case

Attaching a note to a case 1 month 2 weeks ago #88820

  • indieben2
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It doesn't seem that this is possible through the modify record option. As far as I can see, there is only an option to add an internal update or to edit the description of the case. If this is correct I will list it as a bug.
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Indieben2.
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Attaching a note to a case 1 month 2 weeks ago #88866

  • pgr
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Notes are separate modules, so you can't add them by modifying the current record (in a Case workflow, the "current record" will be a Case).

Have you tried "Create a relationship" instead? This would be to create the link to a Notes record. I am not sure this option is available though.

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Last Edit: 1 month 2 weeks ago by pgr.
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