Create, edit, translate, and remove a section note

You can add section notes to the layouts for forms only.

Note:

For a form with multiple layouts, if you add or edit a section note or caption for a locale, the text is visible in all of the layouts. For example, if a study supports English and French, and you have two layouts, Layout1 and Layout2, both layouts support both English and French. If you edit a note or caption in Layout1 for the French locale, the note or caption is always visible in Layout2 for the French locale.

To create a note:

  1. At the bottom of the Project Explorer, click the Forms and Transactions (Forms and Transactions icon) button.
  2. Select a form, and select the Layout tab.
  3. Right-click a form or section header, and make sure that Section Note is selected.

    An editable note field appears below the header.

To edit or translate a note:

  1. At the bottom of the Project Explorer, click the Forms and Transactions (Forms and Transactions (Forms and Transactions icon) button.
  2. Select a form, and select the Layout tab.
  3. From the Locale menu on the toolbar, select a locale for which you want to edit or translate text.
  4. Right-click the note, and select Edit Note.
  5. Type the note, and press Enter.

To remove a note:

  1. At the bottom of the Project Explorer, click the Forms and Transactions (Forms and Transactions icon) button.
  2. Select a form, and select the Layout tab.
  3. Right-click a form or section header, and make sure that Section Note is not selected.