Notes can then further be made available against the individual entities (e.g. [[UTA]]s, organizations, [[User|users]], calendars etc) in the system using [[Advanced Logic]].
1. Click the 9-square menu icon on the top right of your page.
* Name - the name for the notes. This name will also function as the caption unless the caption is set.<br />* Description - Any comments or notes you wish to include. Note : These don' t manifest anywhere except on this page.<br />* Display Order - Determines the order in which the notes will be displayed in the Notes drop-down list.<br />* Caption - An alternative caption to the name. If a caption is set it will be displayed rather than the name. <br />* Color Code - An optional color code for the note type when displayed.<br />* Workflow - A [[ workflow]] connected to this template. See [[Enabling Workflows in the UTA]].<br />* [[No Update - Notes| Disable Update]] - With this box selected, once a note is added to the file it cannot be changed or deleted.<br />* [[Notes Options]] - User can select initial content for a note instead of typing in the content. These hard-coded options are separated by a semi-colon.
==Configuration - Advanced==