Add Multiple Note Types to One Entity

When you add a note to a person on the Person Profile page, you're adding a generic Person Note to the person entity. What if you wanted to be able to add a new type of note to a person? Say for instance your organization has a hospital visitation team and they want to have their own notes that stand out from the default ones. Developer needed...? Nope! You got this. Let's walk through the steps of adding this new Hospital Visitation note type.

The first step is to add the new note type under Admin Tools > Settings > Note Types. From the bottom of the grid select the Add button and the Add Note Type page will be displayed.

Adding a Note Type

  1. Name - Provide the name of the note type that will be used in the various input screens.
  2. Entity Type - Select the type of object/entity the note is for. In this case the note is for an individual, so we'll select Person.
  3. Icon CSS Class - The icon to display next to the note.
  4. Color - Choose colors for the note’s background, text, and border. You can enter hex values or use the color picker.
  5. Content Format - Select how the note content is formatted (e.g., plain text, HTML). This affects rendering and editing behavior.
  6. Enabled Approvals - Require notes of this type to be approved before they are visible. Anyone with “Approve” access on this note type can approve or deny notes.
  7. Enabled AI Approvals - Allow AI to automatically approve notes of this type based on your AI Approval Guidelines and selected AI Provider. Use the guidelines to define criteria such as content appropriateness, where and by whom the note will be viewed, and privacy constraints. Example: “This note is a comment on a prayer request. Approve only if suitable for a public website and it contains no personal information beyond first names.” Choose an AI Provider; if none is selected, the default provider is used. Only shown when Enabled Approvals is on.
  8. User Selectable - Allow this note type to be chosen on note entry screens. Leave off for types only created by workflows or custom code.
  9. Allows Watching - Enable notifications to people who watch this note type when replies are added. See the Watching Notes section for details.
  10. Auto Watch Authors - Automatically watch notes for their authors so they are notified of replies. See Watching Notes for details.
  11. Allow Replies - Permit threaded replies to notes. You can configure how many levels of replies are allowed.
  12. Allows Attachments - Enable file attachments on notes of this type. Availability of upload UI may vary by screen.

Once your new note type has been defined it's ready to be used. At this point you may consider adding security to it to control who has access to view and edit these notes.