Notes
From MGWiki
The notes module gives you the possibility to store texts in moregroupware. These texts can be assigned to groups, which can be freely created. Main purpose of this module is the management of short parts of documentation, configuration notes, code snippets or whatever. You may use it as a sticky notes replacement as well, if you like.
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Notes in the Overview module
If you enable the display of notes for the Overview module, the Overview module will show you the notes that have been created or modified since your last login.
Managing notes
This section describes the creation and management of notes.
The notes overview screen
As you can see, the notes are displayed in a list, showing the public setting on the left side, followed by the note title and the group the note is associated to.
The submenu allows you to get back to this overview page by clicking on "Notes Overview" any time. You can create a new note by clicking on "New Note" in the submenu or by clicking on the new note link on the right side above and below the notes list.
Viewing notes details
To see the note's content, click on the detail link on the left of the group column on the overview screen. This will take you to the note detail screen.
Click on "back" or use the submenu to return to the overview page.
If comments are enabled, you will have the possibility to add comments to a note. To do so simply fill in the field at the bottom of the screen and click the 'Save' button. Your comment will be shown below the note's contents.
Note: Once submitted, a comment cannot be edited or deleted (yet)!
Creating notes
To create a new note click on "New Note" in the submenu or use the new note links above and below the notes overview list.
Fill in the title and the content (everything will be displayed just as you input it). Adjust the public setting as you like (setting it to yes will enable other users to view and edit your note) and choose a group if you want. See "Managing Groups" for more information on creating groups.
Click on "Create" to save the new note when finished. You will return to the notes overview, where you will see your newly created note
Editing notes
To edit a note, just click on the edit link on the notes overview page. You will be taken to a page similar to the "New Note" screen. The form will be populated with the note's data, which can be changed as you like. Click on "Save" to save your changes. Clicking on a submenu link or on "back" aborts the edit process.
Note: If a note is declared public, every user can edit or even delete the note! And if you see a note, which is public but not owned by you, you can declare it non-public - it will no longer be listed on the overview screen.
Deleting notes
To delete a note, just click on the delete link on the notes overview page. You will be prompted for confirmation, before the note is deleted.
Managing note categories
The notes categories overview screen
As you can see, the categories are displayed in a list, showing the category name and the category's description.
The submenu allows you to get back to this overview page by clicking on "Category Management" any time. You can create a new category by clicking on "New Category" in the submenu or by clicking on the new categroy link on the right side above and below the list.
Creating categories
To create a new category click on "New Category" in the submenu or use the new category links above and below the overview list.
Fill in the name and the description for the new category. Click on "Create" to create the new category when finished. You will return to the overview, where you will see your newly created category.
Editing categories
To edit a category, just click on the edit link on the overview page. You will be taken to a page similar to the "New Category" screen. The form will be populated with the category's data, which can be changed as you like. Click on "Save" to save your changes. Clicking on a submenu link or on "back" aborts the edit process.
Deleting a category
To delete a category, just click on the delete link on the overview page. You will be prompted for confirmation, before the note is deleted. If you delete a category which has notes associated to it, the notes will be reset to "No category mapping"!
Configuring the notes module
To configure the notes module, you need to access the Settings page by clicking the "Settings" tab on the menu bar. Once that page opens, find the Notes section and click on the "Settings" link. If you are logged in as an Admin, there will be a second link named "General settings".
User settings
- Sort by
- The default sorting method for the notes overview list.
- Sort order
- The default sorting order for the notes overview list.
- Max. number of notes in overview
- How many notes to show in the Overview module as a maximum.
General settings
- Comments on notes
- Allows to enable or disable the comment feature for the notes module.
