Field Note Page
Use this page to view the details of a field note on Info Exchange. External and internal (Project Center) users see the same information unless otherwise noted.
Field Note
Subject
The subject of the field note.
Space
The space associated with the field note.
Created
The date the field note was created.
Keywords
Any keywords applied to the field note.
ID
The ID of the field note.
Author
The contact who created the field note. Select the link to open the Contact Information dialog box.
Remarks tab
This tab contains any remarks entered for the item. An asterisk (*) indicates that remarks are included with the item.
Email Log tab
This tab lists all email messages associated with the item.
Importance
The icon indicates the email message is marked as important.
Attachments
The icon indicates the email message contains an attachment.
Subject
The original subject line of the email. Select the subject of an email message to view it in the Email Preview page.
Message
Displays the first part of the email message.
From
Displays the original sender of the email.
To
Displays the recipient list for the email.
Date
Displays the original sent date for the email.
Size
Displays the file size of the email.
Preview Email Messages
Mark this checkbox to display a portion of the email messages below their subjects.
Supporting Documents tab
Displays the supporting documents for the field note that are available to you. Click on the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, click the icon to open or save the file locally.
Internal users can access all of the supporting documents.
Name
The name of the file.
Type
The file type.
Upload Supporting Documents
Use this area to add supporting documents to the field note.
This option is only available for internal (Project Center) users.
Add Files
Click to open the Choose File to Upload dialog box and select a file.
You can select multiple files using standard Windows Shift and Ctrl selection techniques.
Remove All Files
Click to remove all files selected for upload.
Drag-and-Drop Files Here
Drag and drop files directly from Windows to add them to the list of files to upload.
This option is only available if your browser supports the functionality.
Upload
Click to upload the files to the Supporting Documents tab.
Related Items tab
This tab lists all Project Center items that are related (linked) to the item. Select the subject of an item to open it in its page.
Subject
The subject of the related project item. The icon for the related item type appears to the left of the Subject.
ID
The ID for the related project item.
Type
The type of the Project Center project item.
Workflow
The status of the item related to the current item.
Team Members
Team members associated with the related item.
Date
The date the related item was created.
Keywords
Displays any project keywords associated with the item.
Change Log tab
Use this tab to view a history of the actions taken on the selected item, including when it was created, modified, who was involved, and any details.
Date
Date the change occurred.
Event Type
Type of change that occurred.
By
Project team member who created the change.
Detail
The specific field or item that was changed by the event.
In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.
Page Tools
The following tools are available in the Field Note page toolbar.
Field Notes
Select to return to the Field Notes log.
Modify
Select to open the Modify Field Note page and edit the field note.
Delete
Select to delete the field note.
Add Similar
Select to open the Add Field Note page and create a field note based on the current item.
View Form
Select to open a printable version of this page.
To access this page
Select the Subject of a field note from the Field Notes log.
If field notes are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.
Table of Contents
Index
Search (English only)
Back