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


The subject of the field note.


The space associated with the field note.


The date the field note was created.


Any keywords applied to the field note.


The ID of the field note.


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.


The    icon indicates the email message is marked as important.


The    icon indicates the email message contains an attachment.


The original subject line of the email. Select the subject of an email message to view it in the Email Preview page.


Displays the first part of the email message.


Displays the original sender of the email.


Displays the recipient list for the email.


Displays the original sent date for the email.


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.


The name of the file.


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.


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.


The subject of the related project item. The icon for the related item type appears to the left of the Subject.


The ID for the related project item.


The type of the Project Center project item.


The status of the item related to the current item.

Team Members

Team members associated with the related item.


The date the related item was created.


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 the change occurred.

Event Type

Type of change that occurred.


Project team member who created the change.


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.


Select to open the Modify Field Note page and edit the field note.


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.


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