› Workflow › Configure workflow › Add or update a collaboration note

Add or update a collaboration note

A collaboration note is a multi-line text that can be added to your workflow to collaborate with others who are working on the same workflow. For example, you can request items from IT by adding a note that they can address.

Notes are a great way of communication between a citizen developer and a technical developer regarding the solution. You can add notes and action them within Workflow in the Advanced Studio. When you add a note using either studio, it is added immediately without the need to save/release and unnecessarily increasing the version.

You can also add notes in TotalAgility Workspace (through Job viewer or from the workflow available on your dashboard). A note added via the Job viewer or your workflow on your dashboard also appears in both the TotalAgility Advanced Studio and TotalAgility Studio.

Once added, you can update a note in TotalAgility Advanced Studio or TotalAgility Workspace to state whether action has been taken for this note.

To learn how to update notes in the TotalAgility Advanced Studio, refer to "Update notes" in the TotalAgility Advanced Studio Help. An indicator is displayed for any unactioned notes in a solution, ensuring no notes are overlooked.

Before you begin

Before adding notes, ensure you have saved or published the solution at least once.

Procedure

Add a collaboration note

You can add the notes only if you save or publish the solution at least once.

  1. On the Collaboration tab, select Add.

    The Add collaboration note dialog box is displayed.

  2. In the Note box, add the text to display as a note.
  3. Select Add.

    The note is added to the Collaboration notes list. This list also includes any existing process notes for the process associated with the AI Agent.

    The following information is displayed: The note text, who created the note, and the date on which the note was created.

    For actioned notes, details such as who took the action, the date the action was taken, and any comments added for the action are displayed. An indicator appears on the Collaboration tab if there are any unactioned notes. Irrespective of the actioned or unactioned notes, you can save or publish the solution. You can take action on the note in the TotalAgility Studio or TotalAgility Advanced Studio.

    In the TotalAgility Advanced Studio, you can view the note on the Notes tab of the Modeling bar of the business process.

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

Update a collaboration note

You can update the note in Workflow stating whether an action has been taken for this note.

The notes are only available to be actioned once the workflow is saved or published.

  1. On the Collaboration notes list, select the note.

    The Edit collaboration note dialog box is displayed.

  2. Change the note text if needed.
  3. Select Actioned.
  4. In the Comment box, enter a comment. For example, state the action taken for this note.
  5. Select Update.