notes | Comidor Platform
790 562 Comidor BPM Platform

Comidor Notes enables users to record important data and information and then share and link that information with other users and objects.

Users can add a personal note using the Quick Add Menu.

Create a Note

  1. Go to User Apps Icon > Enterprise Collaboration > Notes
  2. Click on the + Icon at the top of the screen to open the Create Form

Create a note | Comidor Platform

  1. Fill in the Basic Info.
    • Add a Title for the Note
    • Check the box to mark the Note as important
    • Write your message in the HTML Editor
  2. Select the desired Save option (refer to Quick Reference Guide)

Edit a Note

  1. Go to User Apps Icon > Enterprise Collaboration > Notes

edit a note | Comidor Platform

 

edit a note | Comidor Platform

  1. Click on a Note to edit and then on the Pencil Icon to open the Edit Form
  2. Edit the information and Select the desired Save option (refer to Quick Reference Guide)

View Rights & Change Rights of a Note

After Creating a Note change the View and the Change Rights. By default, the View and Change Rights are set to private. If you have changed the view and change rights of a Note and the Note is subsequently edited the rights will automatically change back to private mode.

  1. Go to User Apps Icon > Enterprise Collaboration > Notes

View Rights & Change Rights of a Note | Comidor Platform

  1. Click on a Note to view the rights
  2. Click on the Lock Icon to access the menu and then click on the Change Rights Tab to adjust change rights
    • Select View Rights to give access to any group that you are a member of or select multiple groups and /or users from Allow options on the left panel of the pop-up box. Restrict specific users or groups from viewing this Note
      rights of a note | Comidor Platform
    • Select Change Rights to give access to change a Note from a group that you are a member of or select multiple groups and /or users from Allow options on the left panel of the pop-up box. Restrict individual users or groups from viewing this Note
    • Click on Save to save the changes or Cancel to exit the Rights box or close the window (x)

View and Manage a Note

  1. Go to User Apps Icon > Enterprise Collaboration > Notes
  2. Click on the Note to view
  3. View the Summary details of the Note

View and Manage a Note | Comidor Platform

  1. Click on Links to add a new Link to this Note and link with any other Comidor entity e.g. a Project, an Event, etc. Existing Links can be viewed
  2. Click on Tags to add a new Tag to a Note e.g. private, group, internal or public. Edit older tags that have been added to any Note

Adding Tags to Notes assists with grouping, filtering and finding them.

Applying group, internal or public Tags in personal Notes will not make a personal Note visible. Change a Note’s rights to give access to colleagues.

  1. Click on the Actions Icon on the top left of a Note to perform the following actions:
  • Delete, a confirmation box will appear
  • Print, to print the current Note view. Another tab will open in the browser. Follow the browser’s printing procedure
  • Link with, to add a new Link between this Note and any other Comidor entity e.g. a Project, an Event, etc
  • Notify, to notify specific Comidor groups/users via Notifications and/or external recipients with email-messages (provided that you have already connected an email account in Comidor)

Manage multiple Notes

  1. Go to User Apps Icon > Enterprise Collaboration > Notes

Manage multiple Notes | Comidor Platform

  1. Check the Notes to:
    • Delete: delete selected Note(s). A confirmation box will appear
    • Link with: to add a new Link between selected Note(s) and any other Comidor entity e.g. a Project, an Event, etc

Before deleting or linking a Note be aware that the current view might be filtered or the result of a search. Check Data Management options for more information about all these options below.