SAP Knowledge Base Article - Public

3311022 - Lead Note Field In Workflow Rule

Symptom

When creating Lead BO workflow rules, for example of type e-mail, you see a standard 'Notes' placeholder available. You want to know which Leads-notes field this refers to.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP Cloud for Customer

Cause

The available Lead BO workflow rule placeholder 'Notes' refers to the 'Lead Information' section's note field.

Resolution

While the Lead Information section notes field is available by standard to be used as placeholder for lead bo workflow rules, the account and contact section note fields have never yet been exposed.

LeadKBA.png

As work-around you can create custom notes fields and use those in the workflow rule.

However, the two standard note fields would need to be requested as new feature request as they have never yet been exposed here before. We would therefore like to kindly ask you to post this new request on our influence page:  https://influence.sap.com/sap/ino/#/campaign/1868
Please note that it is not possible for our Support Team to provide you additional information regarding the availability of this feature in a future release.

See Also

Notes, lead, workflow rule, rule, e-mail, email, copy, missing, wrong

Keywords

KBA , LOD-CRM-LM , Lead Management , Product Enhancement

Product

SAP Cloud for Customer core applications 2302