Applies to QAComplete 12.33 SaaS, last modified on November 18, 2019

This topic describes how to work with item notes in QAComplete. You can use notes to comment on an item, provide your co-workers with additional information about the item, and so on.

To start working with notes:

  1. Go to the item list screen.

  2. Open the Edit form for the item you need.

  3. Switch to the Notes tab.

On the Notes tab, you can view the existing notes for the item or create new ones.

Create a note

To create a new note:

  1. Click Add New. A new note template will appear in the list.

    Notes tab: The Add New button

    Click the image to enlarge it.

  2. Specify the note text in the Notes column.

    Tip: The Rich Text format is supported.
  3. Once done, click Save and Close to apply the changes and return to the item list screen.

    Tip: You can also click Back and confirm the changes in the dialog.
  1. Click Add New. This opens the Add Notes form.

    Notes tab: The Add New button

    Click the image to enlarge it.

  2. Specify the note text in the Notes edit box.

    Tip: The Rich Text format is supported.
    The Add Notes form

    Click the image to enlarge it.

  3. Click Submit to return to the Edit form.

  4. Click Save to return to the item list.

Edit a note

To edit a note:

  1. Click a cell in the Notes column belonging to the note you want to edit.

    The note on the Notes tab

    Click the image to enlarge it.

  2. Make the changes you need in the editor.

  3. Save the changes.

  1. Click Edit this record next to the note you want to edit.

    The Edit this record button

    Click the image to enlarge it.

  2. On the Edit Notes form, make the changes you need in the Notes edit box.

  3. Click Submit.

View a note

To view a note:

  1. Click Show Full Content on the note’s left:

    The Show Full Content button

    Click the image to enlarge it.

  2. To close the dialog, click OK or the close button.

  1. For long notes, the This text is too large to show link will appear.

    The view text link

    Click the image to enlarge it.

    Click the link to open a dialog containing the whole note text.

  2. To close the dialog, click OK or the close button.

Delete a note

To delete a note:

  1. Click Delete on the note’s left:

    The Delete button

    Click the image to enlarge it.

  2. Confirm your choice in the subsequent dialog.

  3. Click Save and Close to apply the changes.

  1. Click Edit this record next to the note you want to edit.

  2. On the Edit Notes form, select the Delete this record check box.

    The Delete this record check box

    Click the image to enlarge it.

  3. Click Submit.

See Also

Attachments
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