To Attach a Note to a Record Detail
You can attach a note to a record detail (a detail row or line of the entity or document), as described in this topic. For example, you can leave a comment for your colleagues who will process the document with this detail later, as described in this topic.
To Attach a Note to a Record Detail
- Open the form, and then select the record that contains the detail you want to attach the note to.
- In the table, at the beginning of the appropriate detail row, click Note (
).
- In the Enter Record Note dialog box, type the text of the note.
- Click OK.
- On the form toolbar, click Save.
- Verify that the Attach Note button (
) has changed to the Note Attached button (
).
To read the note, open the form, select the record, click the record detail with the note
attached, and click Note Attached ().