We're here with an enhancements for Workflow rules. You can now configure rules to trigger based notes in your records.
This is available on a public early access mode, which means this feature will be enabled for you upon request. We eagerly look forward to your feedback. Do try it out and post your feedback as comments here. To request for trying this feature, kindly fill this form
Now, let's have a look at the changes in detail.
Workflow for Notes
You can now execute workflow rules based on notes. The rules can be triggered when a note is added, added or modified, just modified, or a note is deleted.
For each action, you can further set additional conditions to segregate specific notes for triggering the rule. You can select whether the rule should be triggered for all records in the module, or specific records meeting certain conditions.
Each note comes with certain attributes like created by, created time, note content, etc. You can either choose to trigger the workflow for all notes for the chosen records, or you could set up conditions based on the note attributes to select specific notes.
For example, let's say you want the workflow to be executed for all leads when the note contains the word Discount as content.
Here is the list of note attributes considered for creating workflow rules:
- Created by
- Created time
- Modified by
- Modified time
- Note content
- Note owner
- Note title
That's all about the enhancement. Read more about configuring workflow rules in our help doc