Adding work notes to multiple related tickets
To add work notes to multiple related tickets and cases
- On the case details page, click the Related tickets tab.
- On the Related tickets tab, select the cases or tickets for which you want to add work notes and click Add work note.
- In the Add work note panel, add the note in the text editor.
To tag a user in the note, enter @employeeName, or @loginID, or @employeeEmail and select the correct user from the list displayed.
To format the text, use the options in the text editor.
You can use the the spell check option, if it is enabled for your line of business. - (Optional) To add notes by using a notes template, click Notes Template and specify the following:
- In the Select Notes Template panel, in the Line of Business field, select your line of business.
If you have access to a single line of business, the line of business is selected by default. - In the Language field, select the language of the notes template.
The default language is English. - Select the template that you want to use to add the work notes and click Apply.
- In the Select Notes Template panel, in the Line of Business field, select your line of business.
To attach files to your work notes, click Attach.
- To make the work note visible in the service request in BMC Helix Digital Workplace Advanced, select the Public checkbox. By default, the work note is added as a private note. In the parent case, the work note is added as a private note even if the Public checkbox is selected.
- Click Post.
After you add work notes to related cases and tickets, the information is displayed in the Activity tab of the related cases and tickets.
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