Apply the Notes package
In this exercise you will apply the Notes package to the my_sample_schema schema. The Notes package adds a tab to your record forms and provides a mechanism to log user comments about the change request. These comments typically cover elaborations, clarifications, and suggested solutions for the change request.
To apply the Notes package:
- Check out the schema. In the Designer workspace, click .
- In the Open Schema window, select the latest version of my_sample_schema from the table of schemas. Select Check out a schema to edit or continue editing previously saved work. Click Next.
- Enter Applying packages in the Comment field. Click Finish.
- Click .
- In the Package wizard , select Notes in the table of packages. Click Next.
- Select the latest version of my_sample_schema in the table of schemas. Click Next.
- The wizard prompts you to select the record types to which you want to apply the package. If your schema included multiple record types, you might want to apply the package to only certain record types. Select Defect. Click Finish.
- In the workspace, expand the Record Types folder, the Defect folder, and the Forms folder.
- Double-click either the Defect_Base or Defect_Base_Submit folder to open it.
- To verify that the Notes package was applied successfully, click the Notes tab. Users enter notes in the New Note field. All notes are recorded in the Notes Log field in the order in which they were entered so that users can follow the discussion about the change request.
- To verify that the Attachments package was applied successfully, click the Attachments tab.
- Close the record form.