Create predefined occurrence note types

You can associate occurrence note types with an occurrence in the product structure. Users can specify a value for any note type that is defined for the site. Some standard note types are supplied to allow synchronization of occurrence attributes with NX. These note types can be displayed but not deleted. You can define lists of values (LOVs) and default values for occurrence notes.

Procedure Start the Business Modeler IDE and, in the Extensions view, select the project in which you want to create the new note type. Right-click the project and choose Organize→Set active extension file. Select the options.xml file as the file in which to save the new note type. Expand the project and the Options→Note folders. Right-click the Note folder and choose New Note Type from the shortcut menu. The New Note Type wizard runs. Perform the following steps in the Note Type dialog box: Note The Project box defaults to the already selected project. In the Name box, enter the name you want to assign to the new note type. In the Description box, enter a description of the new note type. Select the Attach Value List check box if you want to attach a list of values (LOV) to the note. If you selected the Attach Value List check box, click the Browse button to the right of the LOV box to locate the list of values to attach to the note. Type an asterisk * in the Find dialog box to see all possible selections. Click the Browse button to the right of the Default Value box to choose the value from the list of values that you want to use for the note type. Click Finish. The new occurrence note type displays under the Note folder in the Extensions view. To save the changes to the data model, chose File→Save Data Model.