Notes in Your Workflow

Including notes in your workflow allows you to track the total number of notes on a record for a specified note action. For example, you can add a workflow icon that will track the total number of notes that a record has with a note action of Outbound Call.

To view a list of all workflow customization options, please view this article.

Notes

Including Text in your workflow system settings will track the total number of notes on a record with a specified note action, where Text represents your defined note action. (i.e. Outbound Call).

Additional values represented by Text need to be added to the commentActionList system setting.

Text is available for the following entities:

Candidates - Using the candidateWorkFlowSteps system setting.
Companies - Using the clientCorporationWorkFlowSteps system setting.
Contacts - Using the clientContactWorkFlowSteps system setting.
Jobs - Using the jobPostingWorkFlowSteps system setting.
Leads - Using the leadWorkflowSteps system setting.
Opportunities - Using the opportunityWorkflowSteps system setting.

In System Settings	On Records