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Add To Notes
To PUBLISH workflows, establishing both a workflow trigger and a workflow action is essential. Without both components, the workflow can only be saved, not published.
With the Add to Notes workflow action, you have the capability to append a note to the contact record. This workflow action is particularly useful for adding notes to a contact record, which can then be shared with other assigned users to convey information related to content you wish to share.
Add Note
Create a new workflow action and choose Add To Notes. Enter the note in the specified field to provide information that can be useful for other users assigned to that contact.
Custom Values
Furthermore, when adding notes in the workflow, you can leverage custom values such as contact or user details for greater specificity. The utilization of custom values ensures that the recorded notes are more comprehensive and organized, facilitating easier access to relevant information when needed.
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