Jump to: navigation, search

Notes Overview

747 bytes added, 15:32, 28 June 2019
no edit summary
==Configuration - Advanced==
===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|900px|border]]
===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. 

Navigation menu