What are custom notes?

Custom notes help you record information such as decision rationale, actions, questions, and meeting minutes. They usually contain ad hoc information for particular purposes, rather than established program or project parameters as in standard notes.

You can create custom notes on items and item revisions such as requirements, functions, and logical blocks. Then, you enter and maintain the note content in Microsoft Office Word, capturing issues as they arise. The rich-text content is stored in the Body Cleartext property of the custom note revision.

The Custom Requirements Lists relation associates the custom note with the item or item revision. The item revision is the primary object in the relation, and the custom note is the secondary object. When you attach an existing custom note to other items and item revisions, another Custom Requirements Lists relation is created between the note and each primary object.

Note

The Fnd0AllowMultipleRevofCustomNote global constant must be set to true (the default value).

• A custom note can be related to a single object or to multiple revisions of an object.
• Custom notes can be created in the context of another object such as a requirement, a part, or a manufacturing object such as a process or operation.
• Custom notes are attached directly to an object, and not underlying occurrences.
• After custom note content has been edited in Word, it can no longer be edited by modifying the Text property value.

The custom note item consists of the following objects:

• CSMTNOTE-01–Mtg min custom note master
• CSMTNOTE-01–Mtg min custom note master form
• CSMTNOTE-01/A;1–Mtg min custom note revision
• CSMTNOTE-01/A–Mtg min custom note revision form
• Mtg min custom note full-text dataset

You can view additional information about the custom note by displaying the Custom Notes view. To display the custom notes using the Custom Notes view, select the custom note or the object with the custom note and choose Window→Show View→Other→Systems Engineering→Custom Notes or click Custom Notes Manager on the toolbar.

Related Topics

• Custom Notes view