Create an additional Work notes field

clivebushell
Giga Contributor

Hi,

I need to create an additional work notes field, that performs in the same way that the existing work notes field does but called something different. I am not sure what type of field the work notes field is or how I would add an additional one that behaves the same, any help welcome

find_real_file.png

Kind regards

Clive

1 ACCEPTED SOLUTION

Some fields don't let you see it I suppose. My apologies.



Anyways, you'd need to navigate to Dictionary > and search for Work Notes, which is essentially part of the Task table.



find_real_file.png



So you'd want to make a custom field on your new table that replicates this to an extent and type Journal Field which should come with it's own 'Post' button.



See: Add a work notes journal field (with post button) to form



Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

View solution in original post

5 REPLIES 5

Allen Andreas
Administrator
Administrator

Hi,



To start, you can right-click on the word: Work Notes and then go to dictionary to get a basic layout of what type of field it is.



From there, you'd need to basically replicate it (by creating a new dictionary entry on the respective table) to an extent and then add that to your form and ensure that the roles are defined properly as to who will see it.



Thanks!



Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

clivebushell
Giga Contributor

Hi Allen,



Thanks for your reply



I don't have that option for some reason?


find_real_file.png


On other fields it does offer me the option



find_real_file.png


Kind regards



Clive


Some fields don't let you see it I suppose. My apologies.



Anyways, you'd need to navigate to Dictionary > and search for Work Notes, which is essentially part of the Task table.



find_real_file.png



So you'd want to make a custom field on your new table that replicates this to an extent and type Journal Field which should come with it's own 'Post' button.



See: Add a work notes journal field (with post button) to form



Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

Amazing that's done the trick, thank you so much