This chapter includes the following topics:
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
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.
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 27-1). 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.
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 27-9), 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.
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:
Create notes to track personally relevant bits of information, such as personal reminders, and so on. This section describes how to create a note.
To create a note:
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:
If you need to do so, you can easily update the details of your notes.
To edit note details:
The notes view includes a Refresh notes icon that you can use to refresh your display of notes (Figure 27-7). 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 27-7).
Note:
Do not click the Reload or Refresh button in your browser. Click the Refresh icon to update your view.
Figure 27-7 Refresh Notes Icon in the Notes View
The notes view is updated to show recent changes.
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:
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 27-9 shows how a note can be created from (and thus linked to) an announcement.
Figure 27-9 Linking an Announcement to a New Note