Notes Tab

The Notes tab lets you record text notes relating to the selected task.

This tab has two screens: Add/Edit/Delete Note screen and Note List screen.

Add/Edit/Delete Note screen in detail

This screen lets you add, edit or delete notes.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	Lets you go to the Notes List screen.	If there's one or more saved notes for this task, then the Notes List screen is displayed. If there are no saved notes for this task, then this button has no effect.	Always	None	1
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen. This button, positioned in the Control Bar, spans the entire width of the screen except where other buttons are placed. The creation date of the note is displayed inside the button.	Shows the Selected Task Details screen.	Always	None	2
Delete Note button	Lets you delete a note that has already been saved to the cloud.	Deletes the current note from the cloud and then shows the Add/Edit/Delete Note screen with all data entry fields set to default values.	When viewing a note that has been saved.	None	3
Saving To Cloud indicator	Informs you that the note is being saved to the cloud.	None	After you press the Save button until the data has been saved to the cloud.	None	4
Discard Changes button	Lets you clear any changes made in the Add/Edit/Delete Note screen.	Shows the alert below. If you press OK on the alert, then Field Service Mobile reverts the contents of all data entry fields to the previous values. If no data has been saved to the cloud for the current note, then all data entry items will be set to default values. If data has been saved previously for the current note, then all values revert to their previous values when the note data was last saved. If you press Cancel on alert, then the alert is hidden, and no changes are made.	As soon as changes are made to any of the data entry fields in the screen.	Shows the alert “Are you sure you want to discard your changes? OK. Cancel”.	5
Save button	Lets you save any changes made in the Add/Edit/Delete Note screen.	Saves all the data you enter in the Add/Edit/Delete Note screen for the selected task.	When both the Note Title text field and the Note Message text box contain valid values.	None	6
Title text field	Lets you enter a title for the current note.	None	Always	None	7
Message text box	Lets you enter a message for the current note.	None	Always	None	8

Note List screen in detail

This screen lets you view all the notes added for the current task.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	1
Add New Note button	Lets you display the Add/Edit/Delete Note screen to add a new note.	Shows the Add/Edit/Delete Note screen with all data entry fields set to default values.	Always	None	2
Note list	Displays all of the saved notes for the selected task.	None	Always	None	3
Note List entry	Displays the note's title and creation date in the Note list. This also functions as a button that displays Add/Edit/Delete Note screen when you press it.	Shows the Add/Edit/Delete Note screen with the data entry fields pre-filled with the saved values for the current note.	Always	None	4

General Notices