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Brandon Nelson Modify Notes in Lightning
I have a requirement where the user would like to share the note with other records related to the current record. I know I can just manually share it inside the note, but they need this to happen automatically because sometimes there could be 20+.
Can we somehow modify the out of the box note solution on Lightning? I was thinking if I had a checkbox = TRUE then I could kick off a flow or apex to take that note and link it to other records. I just don't know if it is possible to modify the notes layout as it is no longer in the Object Manager.
Can we somehow modify the out of the box note solution on Lightning? I was thinking if I had a checkbox = TRUE then I could kick off a flow or apex to take that note and link it to other records. I just don't know if it is possible to modify the notes layout as it is no longer in the Object Manager.