User Notes

In the Guideline Editor of the Smart Trading Cloud Repository, you can add descriptive text to guideline nodes in the form of user notes. User notes help you store company- or industry-specific implementation details for the node.

You can view all the user notes of a selected node, add and remove notes, change the order they are displayed, as well as edit them and select which user notes to print.

Note When you remove a note in the User Notes section of the Guideline Editor, the note is removed from the selected guideline node only. However, if you change the notes' order, the changes are applied to all nodes within the node types group. To learn how node types are grouped, click here.

To add a user note to a guideline node:

  1. In the Guideline Editor, on the left pane, click the node for which you want to add a note.
  2. On the right pane, in the User Notes section, click Add.
  3. In the Edit User Note dialog, enter the label and the text for your note.

    4. -or-

    Select from the already available note labels if you want to reuse the note that has already been applied to this node type.

  4. If required, use the edit options on the toolbar to customize text formatting and structure and to add hyperlinks, tables and so on.
  5. Click Confirm to save your changes.

To edit a user note:

  1. In the Guideline Editor, on the left pane, click the node for which you want to edit a note.
  2. On the right pane, in the User Notes section, locate the note you want to edit, and then click .
  3. In the Edit User Note dialog, edit the text for your note. You can use the edit options on the toolbar to customize text formatting and structure and to add hyperlinks, tables and so on.
  4. Click Confirm to save your changes.

You can also manage all the user notes of an open guideline from one location.

To manage user notes:

  1. In the Guideline Editor, on the toolbar, click .
  2. In the Print pane, select the Notes section.
  3. In the Notes section, in User Notes Management, expand a user notes group corresponding to specific node types. The node types are grouped in the following way:
    • Transaction User Notes
    • Composite, Element User Notes
    • Loop, Segment User Notes
  4. In the user notes list that appears, remove user notes, change their order, rename note labels, add new labels, as well as select which user notes to print.

    5. Note When you change user notes' order or remove them in the User Notes Management section, the changes are applied to all nodes within the selected node types group.

  5. Click Save to apply your changes, and then click Close.