2,299
edits
Changes
no edit summary
{{Banner-UnderConstruction}}
<span style="background-color: #ffddcc;">__TOC__</span>
==Overview==
'''Notes '''are a built-in feature into SmartSimple's platform, available in every [[instance]], that enables users to annotate records with comments and instructions.
Notes will give you, your internal team, your external applicants, claimants, reviewers, and board members an increased level of communication right in your system without needing an outside email program or extra custom fields. Not only can an infinite number of notes be created, but you can also configure notes to have differing levels of visibility for [[User role|roles]], pre-created text options, and even triggers for [[Workflows]]. The benefits of Notes will go as far as you want to utilize and configure them. ::: [[Image:NoteExample.png|link=|650px|border]]'''Features of Notes: ''' * They can be added to the following: [[UTA]]records, Contact and company [[profile|profiles]], calendar events, [[SmartFolders]], [[Invoice UTA|Invoices]], [[Transactions]] and more.* [[Global User Administrator|System Administrators]] can even add notes to individual [[Custom Fields]], templates, and [[Status|statuses]] in order to document processes and maintain a change log.* System Administrators can create different types of Notes and set [[User role|role]]-based permissions for editing and viewing each specific Note type.** See [[Notes Permissions]] for additional information.* Note types can be created that have sets of pre-populated text for selection by the end user.** See [[Notes Options]] for additional information.* [[Workflows]] can be configured that notify users by email that a new note has been created. These workflow-generated emails can contain variables, including the text in the body of the note.** See [[Pulling Variables in Notes Workflow]] for more information.
:: [[ImageFile:NotesTabNotes left hand menu notif.png|link=350px|border]] Clicking on the '''Notes '''tab from the left side menu will open a list of available notes on that record.
:: [[File:Edit and add new notes.png|1200px|border]] On this Notes page, many options are date- and time-stamped and also stamped with the username of the user that created them.available:
'''Note: '''The Notes tab content falling under the '''Description '''field will include not manifest anywhere except on this page; it is best practice to always put a description when you are creating or modifying a count of function in a SmartSimple system so that other [[Global User Administrator|System Administrators]], [[How the notes attachedSmartSimple Support Desk Works|SmartSimple Support]], and this users will change in real time as notes are added and deletedbe able to understand the use of that function.
'''Tip: '''Setting a color code is a good idea as it can help you keep track of which users are leaving notes, and what types of notes are being left.
====Setting Permissions of a Note Type====The expanded list of Notes can also be filtered second tab titled '''Permissions and Availability''' will allow you to permission the Note Type so that is available, viewable, and editable only by Note typecertain roles that you choose.
:: [[File:Note types permissions.png|600px|border]]
{| class="wikitable"
|-
||'''View & Create'''||Select which [[Image:WhyUser role|user roles]] will have the ability to both view and create this Note Type.|-||'''View Only'''||Select which role(s) will have the ability to ''only'' view this Note Type - this role should be those who are most appropriate to be the receivers of this kind of note.jpeg|link=-|50px]]|'''Deny View & Create'''||Click [httpSelect which role(s) will be denied the ability to either view or create this Note Type. This role should be those who will never need to see this kind of note. '''Remember://wiki '''Do not put the same role in both '''View & Create '''and '''Deny View & Create.smartsimple '''The system will default to the minimum level of access, therefore denying this role any ability to either view or create this Note Type.com/wiki/Notes_ |-_Why%3F here] ||'''Note Type Change'''|||-||'''Entity Restriction'''||Select from the drop-down if you would like to learn why restrict this feature Note Type ''by entity ''- that is , a Level 1, 2, or 3 Entity of a benefit to specific [[UTA]] in your organization[[instance]].
|}
==Configuration - Advanced==<pre> You must toggle on Advanced Options on the top right of your Note Type page in order for the Process and Classic tab to appear. </pre>:: [[File:Advanced options1.png|border]]===Configuring Workflows on Note Types===The tab labelled '''Process '''will always show you whether or not there is a [[Workflows Overview|workflow]] in place with this note type. :: [[File:Note type workflow process.png|600px|border]] Clicking into the field labelled '''Workflow '''will enable a drop-down to appear with all the available Workflows associated with this note type. Here, you can switch between Workflows, or you can select the '''right arrow icon '''on the right of the field in order to edit the specific Workflow chosen. Clicking on the '''Workflow Settings '''button will open a modal window that allows you to edit the details related to that Workflow. :: [[File:Edit workflow settings.png|700px|border]]: :* If you want to associate a Workflow that is not yet created for a Note Type, please see [[Workflows Overview#Create Workflow|how to create a workflow]]. You just need to ensure that the '''Workflow Type''' is set to '''Notes''' in order for the created workflow to appear as an option under a Note Type's '''Process''' tab. ===Pre-created Notes Options===When you create a note, you can choose to configure '''pre-created Notes Options. '''The impact is that the user who sees this note can select initial content for the note instead of manually and personally typing in the content. After the content is selected from the options, it can then be edited. The options are displayed only when a note is first created; after saving, they are no longer available. <pre> The pre-created Options are a good method of enforcing a standardized Templates for your Notes feature. </pre>To define pre-created notes options, go to the '''Classic Options '''tab that is available when you first create a '''Note Type '''from '''Global Settings.''' ::: [[CategoryFile:Classic options new notes type.png|600px|border]] Each option that you want to add should be '''delimited by semicolon, '''without spaces between. In some application cases, there may only be a certain amount of responses a person could theoretically answer. The pre-created NotesOptions helps to efficiently streamline the process in these situations. For instance, the Yes/No/Maybe options that are shown in the above screenshot, or a Don't fund/Fund option for grant applications would both be appropriate use cases. =See Also=* [[Field Revision Annotations]] [[Category:HowNotes]]