Create note

The Create note flow block allows designer to create a note. There is also an option to attach the created note to a document.

Figure 1-362   Create note flow block example

Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

You can further customize your flow block's parameters in several ways

  • Users can use linked fields to map data from your data set(s)

  • Users can use edit fields to customize the flow block

  • Using delayed output settings to wait for signatures or file names of completed documents

Figure 1-363   Flow output and Basic settings

Create note Flow output and Basic settings

Index No.

Field Name

Function

1

Note

When checked, the system provides a link to the note upon flow completion.

2

Note attachment

Designates the document to attach to the note.

3

Connector

The Microsoft Dynamics 365 CRM connector to use, if you have only one  connector the system selects it by default.

4

Regarding

Sets the record in the CRM system on which to attach the note. By default, this is the selected record, but it can also be a related record.

5

Title

Sets the display title for the note.

6

Description

Fills the description field of the note.