Note
How to use Note in Tasks & Approvals: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review assignments and ToDos, open the referenced record, and complete the activity within your authority. Resolving an assignment is different from approving or submitting the underlying transaction.
This page is a record page in Home → Tasks & Approvals. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Title.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Note from Home → Tasks & Approvals, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Titletitle | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Publicpublic | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Notify users with a popup when they log innotify_on_login | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Notify Users On Every Loginnotify_on_every_login | Check Optional | If enabled, users will be notified every time they login. If not enabled, users will only be notified once. |
Expire Notification Onexpire_notification_on | Datetime Optional | Record the date and time in the configured system/user time zone. |
Contentcontent | Text Editor Optional | Help: To link to another record in the system, use "/desk/note/[Note Name]" as the Link URL. (don't use "http://") |
Seen By Tableseen_by | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Note Seen By |
Child tables
Seen By Table — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Useruser | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.