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Planview Customer Success Center

Request Notes and Attachments (Beta)

Requests can include notes and attachments provided the request category is configured to support them. If configured, Notes and/or Attachments tabs appear in addition to the request Details tab, as shown below:

 request_notes.png request_attachment.png

In addition to creating notes/attachments for requests, you can also copy them to an existing associated entity, or copy them to an entity at the time of its creation from a request.

Adding a Note to a Request

  1. Navigate to the request List or Card view.
  2. Open the request for which to create the note and click the Notes tab.
  3. Click the Add Note button.
  4. Enter a subject (required) and an optional message.
  5. Click Save.
Working with Notes

Once you add a note to a request, the following options are available from the Actions menu or the right-click context menu:

Action Description
Edit Opens a rich text editor where you can modify the existing note, including the Subject text. 
Reply Opens a rich text editor where you can enter a new message in response to the message that was selected when you chose Reply. The title of the original message is displayed (read only) in the Subject line.
Copy Note to Associated Entity See Copying a Note to an Associated Entity
Delete Deletes the selected note. Notes can be deleted even after copying to an associated entity.

Adding an Attachment to a Request

  1. Navigate to the request List or Card view.
  2. Open the request to add the attachment to, then click the Attachments tab.
  3. Click the Add menu.
  4. Select Link or File.
  5. Click Save.
Working with Attachments

Once you add an attachment to a request, the following options are available from the Actions menu or the right-click context menu:

Action Description
Open Opens the link or file.
Download (File attachments only) Downloads the file.
Edit Opens the Attach File or Attach Link dialog, where you can modify the the link/file, change the title, category, or description.
Email Opens the system email client which automatically includes the file or link as an attachment. You can optionally choose to send a link to the file.
Copy Attachment to Associated Entity See Copying an Attachment to an Associated Entity
Delete Deletes the selected attachment. Attachments can be deleted even after copying to an associated entity.

Copying a Note/Attachment to an Associated Entity

Note that you can copy notes/attachments to associated entities at any point, even after the request has been approved.

  1. Navigate to the request List or Card view.
  2. Open the request that contains the note/attachment.
  3. Click the Notes or Associations tab, then highlight the note/attachment.
  4. Choose Actions > Copy Note to Associated Entity.
  5. In the dialog that appears, select one or more entity by clicking the appropriate checkbox(es).
  6. Click Copy Note or Copy Attachment (depending on which tab you are in).

Customizing the Notes/Attachments Grids

You can control the columns that appear on the Notes and Attachments grids, where they appear, and the sort order. The screenshot below shows the UI elements referenced in the descriptions:

columns_menu.png

  • To add/remove columns (from the static set provided), hover your cursor over a column header until you see the dropdown menu. Click the menu icon, then click the Columns item. Check or uncheck the columns you want to add/remove them.
  • Move columns to any position in the grid by simply dragging the column header in the grid.  
  • To sort a list, click on a header. An arrow pointing up indicates ascending sorting; down indicates descending. Alternatively, click your cursor in the header to display the menu and choose the sort order - ascending or descending.