Hello,
I am having some difficulties creating a count on notes on events.
I have a record triggered flow, where I start with the event. Then get Notes using Get Records.
Then I am counting the notes, using a loop and assignment. Then assign the number to a field on events.
Noting happens.
Using Workbench to see if I can actually pull a count on notes.... 0 records returned.
Anyone have any suggestions? Thank you
Hey @Kati Bartnek-Gallagher, as I looked more closely at your needs I remembered that you cannot run a Flow on the enhanced Note object (ContentDocument) and you'll have to use Apex in this case. Do you have any Apex skilled developers on your team? You'll need to do the following:
1. Write an Apex Trigger that fires on after insert and after delete
2. Write a bulkified Trigger Handler method for after insert that takes the new notes and rolls up the totals for each
3. Write a bulkified Trigger Handler method (in the same Trigger Handler as above) that takes the deleted notes and rolls up the totals
4. Write an Apex Test to cover the new Apex code and check its functionality
If you don't have an Apex capable engineer, feel free to message me directly and I can provide you with more assistance. You can also mark this answer as the correct answer if it has helped.
