Create Note activity
An activity that creates a note in Microsoft Outlook.
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Configure the Create Note activity
To configure the Create Note activity, do the procedure in this topic.
Good to Know
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- In most text fields, you can use process data variables as an alternative to literal data values.
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Exchange Server tab.
- On the Exchange Server
tab,
drag the Create Note
activity onto your process.
General Configuration
Specifies the basic settings for the Create Note activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Create Note Configuration
Specifies the configuration to create a note.
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Fields
Field Name | Definition |
---|---|
Exchange Server |
|
Create |
|
Note Subject |
|
Note Body |
|
Store Note ID in this Variable |
|