This chapter includes the following sections:
To perform the tasks in this chapter, you must be a portal manager or member with
Manage Security and Configuration or
Manage Configuration permission in the portal.
At the minimum, to add and work with the Notes task flow, you must have the permissions to
Edit Pages (to add the Notes task flow to a page), and
Edit Task Flows. To set advanced permissions, set one or more of the following notes permissions:
Create, Edit, and Delete Notes or
Delete Notes, and
For more information about permissions, see About Roles and Permissions for a Portal.
For notes to work in a portal, the portal manager or anyone with
Manage Security and Configuration or
Manage Configuration permission has to perform the following tasks:
Add the Notes task flow to the default resource catalog, because the Notes task flow is not included in the out-of-the-box default resource catalog.
Add the Notes task flow to a page in the portal, as described in Adding the Notes Task Flow to a Page.
For information on using the functions and features of notes, such as creating notes, editing notes, and so on, see Working with the Notes Task Flow.
Notes provides useful features for writing yourself reminders in the form of personal notes. You can add notes by using the Notes task flow, which displays the personal notes of the currently logged in user (Figure 52-1). Only the notes that you create are displayed in the Notes task flow. No other user sees your notes, and you do not see any other user's notes.
Figure 52-1 A Notes Task Flow
You can filter your Notes list by note titles. Filtering enables 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 52-2), you cannot link to existing notes. All users who have access to the object can view the linked note too. See Adding and Linking to a Note in Using Oracle WebCenter Portal.
Figure 52-2 Linking an Announcement to a New Note
For the steps to add the Notes task flow to a page, see Adding a Component to a Page.
The presence or location of the Notes task flow in the resource catalog depends on how the resource catalog is configured. For example, the Notes task flow is not available in the Default Portal Catalog, so you will only see an entry for it if it has been added to a custom resource catalog that has been made available to the page.
For more information, see Adding a Resource from the Resource Registry (in the Add Resource Catalog Item dialog, select Task Flows, then Design Time, then Notes). To use the custom resource catalog for editing portal pages, make sure it is Available, and set for use by pages in the portal, as described in Changing the Resource Catalogs in a Portal.
The Notes task flow has associated properties, which users with sufficient privileges can access through the task flow's View Actions menu. For example, select Display Options to display the Display Options dialog (Figure 52-3).
Figure 52-3 Display Options on a Notes Task Flow
To set Notes task flow properties:
Figure 52-4 View Actions Menu on a Notes Task Flow
The Notes task flow does not have any unique properties, and therefore no parameters are shown in the Parameters dialog.
The Display Options, Style, and Content Style properties affect the appearance and behavior of the task flow for all users. These properties are common to all task flows. For more information, see Setting Component Display Options Properties. and Setting Style and Content Style Properties.
The Parameters and Display Options dialogs provide access to an Expression Language (EL) editor, which you can use to select or specify a variable value instead of a constant value. Click the icon next to a property, then select Expression Builder to open the editor.
When you enter EL in the Display Options dialog, the parser reports an error only if it detects invalid syntax, such as a missing closing bracket. Validation is performed only on syntax, not on the expression value. Generic Display Options are those cataloged in Table 10-1.
EL validation is not performed on non-generic display options.
If you need EL assistance, an application developer can provide an EL expression; see Expression Language Expressions in Developing WebCenter Portal Assets and Custom Components with Oracle JDeveloper.
WebCenter Portal offers a way for you to keep track of useful, sometimes vital, bits of information through notes.
For information about using the functions and features of notes, such as creating notes, editing notes, and so on, see Managing Your Notes in Using Oracle WebCenter Portal.