Viewing and Editing Notes

In the Notes View, which you can invoke from activity tables, process tables and activity execution panels, you have the option to view details and content about existing notes as well as to add new notes.

Notes View
Figure: Notes View

Invoking Notes from the Activity Execution View Toolbar

To add or view notes in the activity execution view of the Workflow Execution Perspective perspective, you can add or read a note pertaining to the activity instance. Click the Notes icon in the toolbar to open the Notes menu.

Notes Button

Adding Notes

To add a new note, select the Add New Note option to open the Notes Views.

Add Note
Figure: Add a New Note

Viewing Notes

In case notes exist already for the current process, these are displayed with the first characters of their content. Click on the existing note, which you like to view. The Notes Views opens, where you can read the content.

Viewing a Note
Figure: Viewing a Note

Invoking Notes from Action Columns in Tables

You can invoke the Notes View from activity and process tables. For details on these tables, refer to chapters Working with Activity Tables and Working with Process Tables respectively.

Activity Table

To add or view notes pertaining to an activity, select the Notes icon in the Actions column of the according activity row in the activity table.

Open Notes View
Figure: Open the Notes View.

Process Table

To view or add new notes pertaining to a process in a process table, select the Notes icon in the according Actions column.

Open Notes View
Figure: Open the Notes View.

Using the Notes View

Notes List

The Notes List shows a table displaying the following details about existing notes:

Sorting

The table may be sorted by the following columns by clicking the sort icon :

The table data can be toggled between ascending and descending order when the sort icon is clicked. The default order is by Created in descending order, thus the note added newest is displayed on top.

Please refer to chapter Sorting for detailed information on sorting columns in the Stardust Portal.

Adding a New Note

To add a new note, click the Add Note option as demonstrated in the following screenshot:

Add Note
Figure: Select to add a Note.

In the provided field, add the note text.

Enter Text.
Figure: Enter Text.

Select the Save icon to save the note.

Save the Note.
Figure: Save the Note.

To discard the note, select the Cancel icon.

Cancel Note
Figure: Cancel the Note Entry.

Viewing Existing Notes

To view an existing note, hover the mouse over the entry in Notes Preview column.

A tooltip field opens displaying the content of the note.

Viewing a Note
Figure: Viewing a Note.

If the existing note is selected, the note contents are displayed in the View Note mode and the Add Note icon is enabled. You cannot view multiple note contents at a time.

View Note Mode
Figure: View Note Mode