› Workflow › Notes › Add or update notes

Add or update notes

Use the following procedure to add or update notes.

If any unactioned notes are available, an indicator appears on the Notes tab of the Modeling bar.

Add a note

  1. On the process Modeling bar, click Notes.
  2. Click Add to add a new note.

    The Add note dialog box is displayed.

  3. In the Note box, add the text that you want to add as a note.
  4. Click Add.

    You need not save or release the process as the note is automatically saved once it is added. However, the process must be saved at least once.

    The notes list also includes the existing process notes if any.

    The following information about the note is displayed: the note text, who created the note, and the date on which the note was created. This note is also added in the Quick app solution with the appropriate details. You can view the note on the "Collaboration" tab of the Quick app solution.

Update a note

You can update the notes available in the Notes list.

  1. On the Modeling bar, click Notes.
  2. On the list of notes, click any note that you want to update.

    The Edit note dialog box is displayed.

  3. In the Note box, update the note stating whether an action has been taken for this note.
  4. Select Actioned.

    The Comment box is enabled for editing.

  5. Add a comment in the Comment box. For example, state the action taken for this note
  6. Click Update.

    The note is updated.

  7. Click Save.

    You can view the updated note in Workspace.