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Field Revision Annotations

866 bytes removed, 16:00, 21 June 2019
Using Field Annotations
==Using Field Annotations==
To use Annotation a If the user must first switch on this functionality against has '''View Annotation '''or '''View and Create Annotation '''permissions, they would automatically see the '''Annotations '''tab along the left hand side of the individual recordscreen. 
Once Annotation has been switched on the user can add, edit or view the annotations, depending on the Status based permissions:: [[File:Annotations left hand menu.png|200px|border]]
The user may also be able to edit the actual field value when it is locked, depending on the Status based permissions.   ===Switch on Annotation===If you have do not have the '''Open Record in Annotation Mode''' permissions but have View or View and Create permission, then when you first access the record you will see a Turn On Annotation button along the top of the screen. [[Image:TurnOnAnnotation.png|border]]   If you click on this button, or if you have '''Open Record in Annotation Mode''' permissions, then you will automatically access the record with annotation switched on. The Turn Off Annotation button will be displayed along the top of the screen. [[Image:TurnOffAnnotation.png|border]]   ===Add, Edit or View the Annotation===If the user has View Annotation or View and Create Annotation permissions, then they would automatically see the Annotations tab along the right hand side of the screen. If they clicked on this then tab, it would expand to show open up any of the Annotations that have been created. The Standard or Custom field that the Annotation exists against appears at the top of the individual Annotation within the overall Annotation tab, while the message, the person who entered the message and the date it was entered also appears. [[Image:AnnotationTab.png|border]]  Turning on Annotation also exposes a series of Edit, View or Modify options against individual Standard and Custom fields, as well as highlighting those fields with existing annotations. [[Image:AnnotatedFieldsthis record.png|800px|border]] 
:: [[File:Annotations examples.png|800px|border]] 
The [[Standard Fields|standard]] or [[Custom Fields|custom field]] that the Annotations exists against will appear at the top of each individual Annotation - in the example above, these fields are '''Branch '''and '''Supporting sponsorship Document. '''
The '''Annotation Type '''and the annotation content will appear right below the field title. 
On the bottom right will be the creator of the annotation and the time and date stamp that it was created.
====View Annotations====
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