Add Notes to a New Entity

Let's say your finance team asks you to be able to enter notes on batches. Your first response might be that you'll have to find a developer to add that functionality. That in itself is a pretty cool option...right? The fact that you have a system that you can extend to meet any need...cool! But in this case, you can play the part of the hero (that's the name of this guide, remember?) and configure it yourself.

Any entity detail page is a candidate for adding notes. Looking at the address for the page will tell you which entity you can attach the note on. For example, if the address has BatchId=X then the note can be on the batch entity. Let's walk through the steps of adding notes to the Finance > Batches > Batch Detail page.

1. Once you’re on the batch detail page, add a new Core > Note block to the main zone (see the Designing and Building Websites Using Rock guide for details).
2. Edit the block settings of this new block. There are several possible configurations so look through the list. The key, however, is setting the Context Entity Type to be Financial Batch.
3. Reload the page for the block settings to be enabled. You should now see an empty note block.
4. The last step is to add the note type under Admin Tools > Settings > Note Types. You can add a note type from the bottom of the grid. Be sure to set the entity to Financial Batch.

After following these steps your batch screen should look something like the one pictured below, with a shiny new place to put notes at the bottom of the page.