Data tables > Notes  

This topic explores creating a Note template that will include a table of Note recipients, note links and note comments.

ClosedGetting Started
Who can use it? Where is it?

Administrator

System Administrator

Administration tools > Document Templates > Edit bookmarks

Tips:

Table type available in note templates

To create the following tables in the Notes template, follow these steps and then continue with the instructions specific to the table:

  1. Create a Note template or double click an existing.
  2. Select Edit bookmarks. Next. 

Note Comments

use this on all Note type templates

This example shows the original note with a table of comments made by multiple users against the original note.

ClosedTo create the above table
  1. Select and Add the NOTE_COMMENTS_TABLE. Next. 
  2. Add 4 columns .

ClosedHeader
  1. Make sure there's only 1 row on the header.
  2. Double click the first cell and type the word Note Comments. Save. 
  3. Double click the second cell and type the word Date. Save. 
  4. Double click the third cell and type the word Comment. Save. 
  5. Double click the fourth cell and type the words Made by. Save. 
ClosedBody
  1. Make sure there's only 1 row on the body.
  2. Double click the second cell and add Note Comment Date. Save. 
  3. Double click the third cell and add Note Comment Text. Save. 
  4. Double click the fourth cell and add Note Comment Given Name Note Comment Family Name. Save. 
ClosedFooter
  1. This is blank, so select the Footer row and select Delete Row .
  2. Finish off the template.

Finish the template

We just need to open the template and position the table in the document.

ClosedComplete the following steps
  1. Setup the table following any of the above instructions.
  2. Click Next. If you have more than one table in your document template, click next through these too. 
  3. At the end, check the option Open the MS Word® template on close.
  4. Finish.
  5. Cut and paste the table into the location you want the data to appear.

Tip: If you have another table in the MS Word® document, make sure they don't join - the data won't populate. also you will notice the table will be represented by a single row with the name of the table in the first cell - this is as it should be.

Refer to Data tables for formatting suggestions.

Want to learn more?

Looking for more help? Try reviewing the following Administration Tools topics: Concept Link IconView Topics

Or try reviewing the following Document Templates topics: Concept Link IconView Topics

 

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