Use Custom Action to Create a Note

Hopefully this is a simple request but its beating me at the moment.

I have a custom action built and I would like part of this custom action to add an entry to the notes of the item with the message that I want to add.

The part I'm struggling with is I cant see how to create the note.

Any help would be much appreciated.

Regards

Martin Jubb January 31, 2020 07:00 Answered

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I've got one step further. I can now see how to create a note but part of the custom action is to update the note with the below info but the issue I have is its generating an error - Error: Formula is incomplete

£{InvoiceAmount} requested to be invoiced against {$Project.OrderID} with the following description:

{Description}

Milestone Name: {$Name}
Project Name: {$Project.Name}
SOR ID: {$Project.OrderID}
Invoice Due: £{InvoiceAmount}
Actual Effort: {$ActualEffort}

Martin Jubb January 31, 2020 08:10 0 votes

£{InvoiceAmount} should probably be £{$InvoiceAmount}

Josh Santos February 11, 2020 03:26 0 votes

Use Custom Action to Create a Note

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2 comments
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