Save input from "Create a note" button to other property.

[GijsTempelman]

I would like to save the text that is input from the "Create a note" button on the ticket cards and then have that property shown on the card itself.

I have created the "Note" property and added it to the card, it shows up fine, that isnt the problem. However, I would now like to be able to create a workflow that takes the text from using the button, which saves a new not in the ticket, and override and save it to the "Note" property. 

Is there a way to do this?

[Shae_Taylor · Accepted solution]

Hi! 

At the moment, workflows can't pull text form notes into properties because notes are engagment records. to automate this, you'd need a custom integration or to adjust your process to use a ticket property instead of the note edior. 

However, a workflow could go the other way. Updating the note property would prompt a note to be created on the associated record. Reenrolement would need to be turned on. Here's a screenshot of what it could potentially look like: 

The limitation I see with this is the note creation isn't instant, so any minor changes wouldn't be recorded. 

It's not perfect, but hopefully this can get you close to an answer!