Use the Add Note region to create notes for a source object such as a task, service request, or appointment.

For Oracle Applications Framework based Tasks, a service agent can add notes to a contextual task either during task creation or update. An agent can create notes to record descriptive information including questions, reminders, directions, or any text that might be reused or referenced later by the attached contextual task.

Creating Notes

To create a note, enter the following information in the Add Note region:

• Notes Attributes:

  • Note Type: Note type is used to categorize your note. Note types can be mapped to a source object, such as a Task or Service Request. After mapping note types to a source, users will see only the mapped note types displayed in the list of values. Note types that are not mapped to any source object are considered general note types and are also shown for all source objects.

  • Visibility: Visibility is used to determine the accessibility of a note within Oracle Applications. There are three values in the drop-down list:

    • Private: Only the creator has the privilege to read and update the note.

    • Public (Default): It is visible only to the Oracle E-Business Suite users, not to external users such as guest users, parties, partners, and supplier contacts.

    • Publish: It is publishable and visible to everyone if the integrated application decides to publish the note.

• Actual Note Text: Enter descriptive information in the text box. The length of the note text is unlimited.

Be aware that you cannot create attachments while creating your note in the Add Note region, but you can add attachments later while updating your note in the Note Details window.