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Note Edit Page

The Note Edit page lets you add a note to a record or update information in an existing note. It shows the complete set of fields for a note record. The following table describes the fields on the Note Edit page.

Field

Description

Subject

A required text field where you enter a brief description of the content or purpose of the note.

Private

If you are the creator of the note, then the Private check box works as follows:

  • If you do not select the Private check box, or if you deselect the check box after it was previously selected, then anyone with access to the record can see the note on the record.
  • If you select the Private check box, then the note is not visible by default to other users, even if the note is linked to a record that is visible to others. However, the note might be visible to some users. Users who have the View Private Notes privilege enabled in their user role have visibility to all notes that have the Private check box selected, regardless of the owner of the note. The View Private Notes privilege does not allow a user to update or delete a note that has the Private check box selected and that is owned by another user. Typically, the View Private Notes privilege is given to company administrators only.

If you select the Private check box on a note that you did not create, then only the creator of the note and users who have the View Private Notes privilege can see the note after you save your changes. You and other users will not be able to see the note. However, your name appears in the Owner field of the note.

Description

The content of the note. The maximum number of characters allowed is 16,350.

NOTE: Different restrictions apply when you import notes into Oracle CRM On Demand (see Note Fields: Import Preparation).

Depending on your company setup, an HTML editor might be available for the Description field. For more information, see About the HTML Editor.


Published 6/21/2021 Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices.