28 Managing Your Notes

Create, edit, and manage personal notes to track personally relevant information, such as personal reminders.

Note:

Tasks discussed in this chapter are not available to you if notes is not exposed. The portal manager adds the note viewer on a page, as described in Adding Personal Notes to a Portal in Building Portals with Oracle WebCenter Portal.

Permissions:

This chapter is intended for WebCenter Portal users interested in creating personal notes in WebCenter Portal. The tasks described in this chapter are available to any WebCenter Portal user with access to a page that contains notes. However, to add linked notes to an asset, you have to be assigned the portal permission Customize Pages .

You will not be able to do some tasks if one or more of the following advanced permissions for notes have been set:

• Create, Edit and Delete Notes

• Create Notes

• Edit Notes

• Delete Notes

• View Notes

Topics:

• About Notes

• Working with Notes

About Notes

Notes provides useful features for writing yourself reminders in the form of personal notes. You can create notes from the Notes view, which displays the personal notes of the currently logged in user (Figure 28-1). Only the notes that you create are displayed in the Notes view. No other user sees your notes, and you do not see any other user's notes.

Figure 28-1 Notes View

Description of "Figure 28-1 Notes View"

You can filter your notes list by their titles. Filtering allows you to narrow the focus of your notes to just the notes that match your filtering criteria. Consider devising a naming scheme for your notes to make the most of filtering.

You can link a note to an asset like a document, a list, or an announcement. While you can link to a new note (Figure 28-9), you cannot link to existing notes. All users who have access to the asset can view the linked note too. See Linking Notes for more information.

Working with Notes

WebCenter Portal offers a way for you to keep track of useful, sometimes vital, bits of information through notes.

This section describes how to use notes. It includes the following topics:

• Creating a Note

• Filtering and Clearing Notes Filters

• Editing Note Details

• Refreshing Your View of Notes

• Deleting Notes

• Linking Notes

Creating a Note

Create notes to track personally relevant bits of information, such as personal reminders.

To create a note:

1. Navigate to the page that contains the Notes view.
2. Click the Create a new note icon.

   Figure 28-2 Create a New Note Icon in a Notes View

   
   Description of "Figure 28-2 Create a New Note Icon in a Notes View"

   A panel opens with fields for entering your note (Figure 28-3).

   Figure 28-3 Panel for Creating a New Note

   
   Description of "Figure 28-3 Panel for Creating a New Note"
3. In the Title field, enter a note title.

   The note title is rendered as a link in the list of notes. You can filter your notes by their titles. Consider devising a naming scheme for your notes to make the most of filtering. See Filtering and Clearing Notes Filters for more information.

4. In the Detail field, enter the note content.
5. Click Save to save the note.

   When you click Save, the detail panel remains open, allowing you to create additional notes. After you finish, click Close to exit the panel.

Filtering and Clearing Notes Filters

Your note list may become lengthy, making it a challenge to find a particular note. In a given session, you can shorten the list of notes by filtering out all but the note titles that contain your filtering criteria. Enter a search or filter value to temporarily limit the display to notes that match your criteria. You can search the notes list by whole or partial words. Filtering looks for matches anywhere in the title.

To clear the filter, click the filtering icon again.

To filter notes:

1. Navigate to the page that contains the notes view, and click the Filter notes icon (Figure 28-4).

   Figure 28-4 Filter Notes Icon

   
   Description of "Figure 28-4 Filter Notes Icon"

   A filtering toolbar opens.

2. Enter your search term in the field provided in the filtering toolbar, then click the Filter icon next to the field, to apply the filter (Figure 28-5).

   Figure 28-5 Filtering Toolbar

   
   Description of "Figure 28-5 Filtering Toolbar"

   Note:

   Filtering (or search) terms are not case sensitive. You can use whole or partial words. Filtering looks for matches anywhere in the title.

3. Click the Filter icon to remove the filter and display your entire list of notes.

Editing Note Details

If you need to do so, you can easily update the details of your notes.

To edit note details:

1. Navigate to the page that contains the notes view, then click the title of the note that you want to edit (Figure 28-6).

   Figure 28-6 Edit Note Shown for a Note Title in the Notes View

   
   Description of "Figure 28-6 Edit Note Shown for a Note Title in the Notes View"

   The Notes panel opens at the top of your notes list.

2. Edit the details in the Title and Detail fields.
3. Click Update to save your changes and exit the edit panel.

Refreshing Your View of Notes

The notes view includes a Refresh notes icon that you can use to refresh your display of notes (Figure 28-7). Refreshing your view of notes is useful for viewing any recent changes.

To refresh the Notes view:

• Navigate to the page that contains the Notes view, then click the Refresh notes icon (Figure 28-7).

  Note:

  Do not click the Reload or Refresh button in your browser. Click the Refresh icon to update your view.

  Figure 28-7 Refresh Notes Icon in the Notes View

  
  Description of "Figure 28-7 Refresh Notes Icon in the Notes View"

  The notes view is updated to show recent changes.

Deleting Notes

When a note has outlived its usefulness, you can remove it from your notes view. Each note has its own Delete note icon.

To delete a note:

1. Navigate to the page that contains the Notes view, and click the Delete note icon next to the note you want to delete (Figure 28-8).

   Figure 28-8 Delete Note Icon

   
   Description of "Figure 28-8 Delete Note Icon"

   A Delete Note confirmation dialog appears.

2. Click the Delete button to delete the applicable note.

Linking Notes

You can create a linked note to an asset. For example, when working on a list, you can create a note from the list or from a list row, and that note is linked to the entire list or the row from where you created the linked note. For more information about creating linked notes, see Adding and Linking to a Note.

Figure 28-9 shows how a note can be created from (and thus linked to) an announcement.

Figure 28-9 Linking an Announcement to a New Note

Description of "Figure 28-9 Linking an Announcement to a New Note"