Note (discussion)

Note (discussion)

Description

The Notes Widget allows users to write notes for a particular item (sObject). This widget allows team members to exchange comments for a process by writing them in the Notes Widget. The notes are displayed chronologically with latest one appearing at the top. The complete history is displayed by default. It’s one of the common columns which can be added in any view for an sType. A similar note entry widget called the Note Sheet Widget, focuses more on the speed of entry rather than the display of the conversation.

Info

Name	Notes
Class	tactic.ui.widget.DiscussionWdg
Category	Table Element Widget
Supported Interfaces	TableLayoutWdg
TACTIC Version Support	2.5
Required database columns	This widget interacts with the built in sthpw/note table

Usage

To create a new note, select the New Note button.

This will switch the DiscussionWdg into insert mode where notes and context of the notes can be entered.

In most cases, the grouping for the notes is derived through selecting a 'context'. This context is often chosen in relation to the context of a given 'task' or 'snapshot' (Checkin) for the same parent sObject. This then associates all tasks, notes and snapshots under a specific Search Object. This allows users to retrieve historical data for a Search Object through a context. This answers the question "What’s the history of this Asset from the design department?"

To navigate the history of the notes, click on a particular note and it will expand and display the full note.

Note

Depending on the configuration, the grouping (context) items will be grouped and separated by a group label represented as << label>>. In that case, selecting the group label will trigger a warning pop-up.

To unset a value, you can usually select the empty value with the label '-- Select --'.

Implementation

The Notes widget is a common column which can be added using the Column Manager. The item name is "notes". A "default" context is used in this simple implementation.

Options

context	a global context can be specified
append_context	a context can be appended to the current list (deprecated)
setting	A project setting can be used to drive the contexts. This provides the key of the project setting.
append_setting	This serves the same purpose as setting but would append the contexts at the end
include_submission	If set to true, it would include the notes for the submission (a child) of the current sObject.

Advanced

<element name="discussion" edit="false">
        <display class="pyasm.widget.DiscussionWdg">
            <context>default</context>
        </display>
</element>