Add an Object Note to a Succession Plan

Succession plan owners and other HR specialists want to add a note to a succession plan. They also want to restrict the visibility of the notes to only themselves as the notes might contain confidential information.

This table summarizes the decisions that you need to make as an application implementor.

Decisions to Consider	Who Makes the Decision	In This Example
Which Notes component can I add to a succession plan?	Application implementor	Object notes
Should I change the default visibility setting of the object Notes component?	Plan owners and other HR specialists who can access the plan	Yes. Must change the default Everyone visibility setting to Only Me.

This worked example describes these tasks that need to be done to add the Notes resource catalog component to a responsive succession plan page:

1. Add the Notes resource catalog component to a succession plan.

2. Create notes for a succession plan.

Before You Add the Notes Component

1. Sign in the application as a user with configuration privileges.

2. Activate a sandbox that has Page Composer tool enabled.

Add a Notes Component

1. Open a responsive succession plan page.

2. On the Settings and Actions menu, click Edit Pages.

3. Ensure that the Edit Layer is Site.

4. Select the Structure tab.

5. Select the region where you want to add the note.

6. In the Source window, select the panelGroupLayout indicated for the page region:

   • Plan Info section: Select the panelGroupLayout that encloses all the existing panelCollectionEdit components.

   • Other regions: Select the panelGroupLayout that's at a level lower than the FacetWrapper level.

7. In the Source window, click the Add icon.

8. In the Add Content dialog box, click Add adjacent to Notes.

9. Close the Add Content dialog box.

10. In the Source window, select the Notes component and edit its properties.

11. In the Component Property dialog box, configure the contextual parameters as shown in this table.

    Parameter	Expression
    Object Type	SUCCESSION_PLAN_NOTE
    Object ID	#{bindings.PlanId.inputValue}

12. Configure the display options.

13. Click Apply.

14. Click OK.

15. Click Close to stop editing the page.

16. Publish the sand box.

Create a Note

After the application implementor adds the notes component to a succession plan, it's available in all plans.

A plan owner or an HR Specialist who can access the succession plan can create a note about the succession plan.

1. Navigate to the Succession Plans overview page.

2. Edit the plan for which you want to create a note.

3. Click the Notes component.

4. In the Notes page, click Add.

5. From the Who can see my note list, select Only Me.

6. Add the notes text.

7. Save the note.