Creating a Note
You can create a new note in the following locations:
Notes you create here are not associated with a particular part, but can provide general information, or later be
added to one or more parts.
Notes you create here can either be associated to the part on whose page the table is located, or with a structural relationship to a lower-level part in an assembly. For more information, see
Viewing the Notes for a BOM.
To create and add a note to a part, you must have permission to
check out the part. If actions are still unavailable to you, verify the
status of the part. If it is checked out by another user, you cannot add a note. For more information, see
Understanding Data Accessibility.
To create a new note:
1. From the
Notes table, select the checkbox next to the part or parts to which you want to add a note. Click the add new note icon
on the table toolbar.
or
From the Folder Contents table, select > > .
The New Note window opens.
2. Under the Set Attributes step, complete the following fields:
◦ Name—The name used to identify the note.
Enter up to 60 characters.
◦ Location—The folder location of the note within the context.
This field is automatically generated depending on where you accessed the
New Note window. If you would like to change folder locations, click the set location icon
and browse to a new folder. For more information, see
Setting a Location.
◦ Note Text—The primary content of the note.
Enter up to 500 characters.
| Your site administrators might add additional attribute fields that are unique to your site. |
Click Next.
3. Under the
Set Attachments step, you can use the
Attachments table to add supplemental information to the note.
An attachment can be a link to a website, a file uploaded from your local machine, or can specify information located in external storage. For more information, see
About Attachments.
4. Click Finish to create the note.
