66 Working with the Notes Service

66.2.1 Adding the Notes Service Task Flow to a Resource Catalog

WebCenter Spaces provides rich Resource Catalogs that expose components and connections that WebCenter Spaces users can add to their pages. You can use a Resource Catalog to populate resources such as page templates, navigation models, pages, and task flows.

As a Spaces administrator or a Space moderator, you can make the Notes task flow available in a custom Resource Catalog so that users can add the task flow to their pages and use it for adding personal notes.

To make the Notes task flow available in a custom Resource Catalog:

1. Create a Resource Catalog or make a copy of an existing one. Creating a Resource Catalog follows the same procedure as any other resource. For information about creating a blank Resource Catalog, see Section 10.2, "Creating Resources." For information about copying an existing Resource Catalog, see Section 10.4.1, "Copying a Resource."

2. On the Resources page, select the Resource Catalog to which you want to add the Notes task flow.

3. From the Edit menu, choose Edit.

4. If you have created folders (see Section 16.3.1.1, "Creating a Folder") and want to add resources inside a particular folder, select the folder in the Edit dialog.

5. In the Edit dialog, select Add, and then Add From Library, as shown in Figure 66-3.

   Figure 66-3 Adding a Resource to a Resource Catalog

   
   Description of "Figure 66-3 Adding a Resource to a Resource Catalog "
   
   

6. In the Add Resource Catalog Item dialog, select Task Flows from the list displayed on the left.

7. From the list on the right, select Notes (Figure 66-4).

   Figure 66-4 Adding the Notes Task Flow to a Resource Catalog

   
   Description of "Figure 66-4 Adding the Notes Task Flow to a Resource Catalog"
   
   

8. Click Add.

   The Notes task flow displays in the Edit dialog of your Resource Catalog (Figure 66-5).

   Figure 66-5 Notes Task Flow in a Resource Catalog

   
   Description of "Figure 66-5 Notes Task Flow in a Resource Catalog"
   
   

9. Click OK to close the Edit dialog.

10. Configure the application or Space to use the new catalog as the default one. For information, see Section 16.10, "Configuring Resource Catalogs in Your Application."

66.2.2 Adding the Notes Service Task Flow to a Page

To add the Notes task flow to a page, you need to click Add next to the Notes task flow in the Resource Catalog, as shown in Figure 66-5.

The procedure for adding the Notes service task flow to a page is same as adding any other component from the Resource Catalog. For the generic procedure, see Section 17.5.1, "Adding a Component to a Page."

Figure 66-6 Selecting the Notes Task Flow from the Resource Catalog

Description of "Figure 66-6 Selecting the Notes Task Flow from the Resource Catalog"

66.2.3 Creating a Note

Create notes to track personally relevant bits of information, such as your favorite route to the fifth floor, the place to find the most plentiful desk supplies, and so on. This section describes how to create a note.

To create a note:

1. Navigate to the page that contains the Notes task flow.

2. In the Notes task flow, click the Create a new note icon (Figure 66-7).

   Figure 66-7 The Create a New Note Icon in a Notes Task Flow

   
   Description of "Figure 66-7 The Create a New Note Icon in a Notes Task Flow"
   
   

   A panel opens with fields for entering your note (Figure 66-8).

   Figure 66-8 Panel for Creating a New Note

   
   Description of "Figure 66-8 Panel for Creating a New Note"
   
   

3. In the Title field, enter a note title.

   The note title is rendered as a link in the list of notes. You can filter your notes by their titles. Consider devising a naming scheme for your notes to make the most of filtering. For more information about filtering, see Section 66.2.4, "Filtering and Clearing Filters on Notes."

4. In the Detail field, enter note content.

5. Click Save to save the note.

   When you click Save, the detail panel remains open, allowing you to create additional notes. After you finish, click Close to exit the panel.

66.2.4 Filtering and Clearing Filters on Notes

Your note list may become lengthy, making it a challenge to find a particular note. In a given session with the Notes task flow, you can shorten the list by filtering out all but the note titles that contain your filtering criteria. Enter a filtering value to temporarily limit display to notes that match the value. You can filter the Notes list against whole or partial words. Filtering looks for matches anywhere in the title.

To clear the filter, click the filtering icon again.

To filter notes:

1. Go to a Notes task flow, and click the Filter notes icon (Figure 66-9).

   Figure 66-9 The Filter Notes Icon

   
   Description of "Figure 66-9 The Filter Notes Icon"
   
   

   A filtering toolbar opens.

2. Enter your filtering term in the field provided in the filtering toolbar, then click the Filter icon next to the field, to apply the filter (Figure 66-10).

   Figure 66-10 Filtering Toolbar

   
   Description of "Figure 66-10 Filtering Toolbar"
   
   

   Note:

   Filtering terms are not case sensitive. Use whole or partial words. Filtering looks for matches anywhere in the title.

3. Click the Cancel Filter icon to remove the filter and display all notes (Figure 66-11).

   Figure 66-11 The Cancel Filter Icon

   
   Description of "Figure 66-11 The Cancel Filter Icon"
   
   

66.2.5 Editing Note Details

Things change. This truism may apply to the details you have entered about a particular note. If so, it's an easy matter to revise note details. This section tells you how.

To edit note details:

1. Go to a Notes task flow, then click the title of the note that you want to edit (Figure 66-12).

   Figure 66-12 A Note Title in the Notes Task Flow

   
   Description of "Figure 66-12 A Note Title in the Notes Task Flow"
   
   

   Note details display at the top of the task flow (Figure 66-13).

   Figure 66-13 Note Details

   
   Description of "Figure 66-13 Note Details"
   
   

2. Edit the details in the Title and Detail fields as you prefer.

3. Click the Update button to save your changes and exit the edit panel.

66.2.6 Refreshing Your View of Notes

The Notes task flow includes a Refresh notes icon that you can use to refresh your display of notes (Figure 66-14).

Figure 66-14 The Refresh Notes Icon on a Notes Task Flow

This comes in handy for updating your view of the task flow with any recent changes. Click the Refresh notes icon, and the Notes task flow redraws, reflecting recent changes.

66.2.7 Deleting Notes

When a note has outlived its usefulness, you can remove it from the Notes task flow. Each note comes equipped with its own Delete note icon. This section describes how to delete a note.

To delete a note:

1. Go to a Notes task flow, and click the Delete note icon next to the note you want to delete (Figure 66-15).

   Figure 66-15 Delete Note Icon

   
   Description of "Figure 66-15 Delete Note Icon"
   
   

   A Delete Note dialog opens (Figure 66-16).

   Figure 66-16 Delete Note Dialog

   
   Description of "Figure 66-16 Delete Note Dialog"
   
   

2. Click the Delete button to delete the selected note.