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Customer experience | Sales, Customer Insights,...
Answered

Remove HTML Syntax from report notes

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ReportReport
Posted on by 30

Dears,

i searched already for a solution to remove the HTML-Syntax from the report of Notes.

pastedimage1606291869774v1.png

Is there any "easy" possibility to change the notes field to normal text instead of HTML, or to show it correct in the report by using the report wizard?

Thank you very much!

I have the same question (0)
  • rakesh_shan Profile Picture
    55 on at
    RE: Remove HTML Syntax from report notes

    Hi

    Could you please share how you managed to do this  manually?

    Thanks

  • MarcoSch2142 Profile Picture
    30 on at
    RE: Remove HTML Syntax from report notes

    Dear Hao,

    thank you so much for your professional answer. The problem is solved and i changed manually the notes.

    Cheers,

    Marco

  • Verified answer
    LuHao Profile Picture
    40,844 on at
    RE: Remove HTML Syntax from report notes

    Hi partner,

    This is by design.

    When you enable "Enable rich text notes in Timeline" in the system settings, all notes created after enabling it will contain HTML-Syntax.

    If you disable "Enable rich text notes in Timeline", the newly created notes afterwards will not contain HTML-Syntax.

    pastedimage1606296399244v1.png

    For the notes that already contain HTML-Syntax, we can only delete their HTML-Syntax manually. Microsoft will not provide the function of automatically deleting HTML-Syntax, because this may cause the consequences of deleting data by mistake.

    The following is a comment from a Microsoft support engineer on this issue.

    "Reports will always display the html tags for records that were created when rich text notes was enabled until the customer removes them from the source records.  If you have rich text notes enabled and create 10 notes and then disable rich text. And create records 11-20. When you export out the description for notes 1-20 you will see html tags in 1-10 and no html tags in 11-20. It is the customer responsibility to remove the html tags (either in the source or in the report processing).

    The rich text notes for timeline was introduced in April 2020 Wave 1 - https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-customer-service/rich-text-notes-keyword-search-timeline.  The ability to enable or disable rich text notes is documented at https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/set-up-timeline-control#enable-or-disable-rich-text-editor-for-notes-in-timeline.  When the customer disables rich text any notes that have been created while rich text was enabled will continue to have the html tags since that is how the rich text formatting is rendered. It is the responsibility of the customer to determine the best strategy for removing these html tags. We don't remove the html tags because our assumptions of data removal could result in data loss.

    Once you have disabled rich text notes, the subsequent notes that are created will no longer have any formatting and therefore you will no longer encounter html tags in exported data. However, you will need to come up with a strategy for removing the tags from any of the notes which were created while rich text was enabled."

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