Adding custom note type and note type filter on the Activity tab

As an administrator, you can add a custom note type on the Activity tab in the Progressive Web App screens for incidents, work orders, tasks, problems, and known errors. You can also add the custom note type and activity type filters on the Activity tab. 

To add a custom note type, you must first create an entry in the SYS:Menu Items form.

To add a custom note type and custom note type filter in the Activity tab

1. Log in to Mid Tier as an administrator.
2. Navigate to the SYS:Menu Items form by entering the form name in Mid Tier URL.
   
3. On this form, create a note type entry. Click New request.
   

4. Provide information in the following fields:

   Field	Description
   Menu Type	Select a note type according to the ticket type. For example, select Note Type HPD if the note type is for an incident and select Note Type WO if the note type is for a work order.
   Menu Label1	Enter the menu label that you want to display on the Activity tab.
   Selection Code	Specify a valid selection code.
   Locale	Specify the locale, if applicable.
   Menu Value1	Enter the menu value name for the note type (generally same as Menu Label 1).
   Menu Order	This order decides the sorting order of the custom note type entry.
   Form Name	Provide the form name as per the ticket type. For example, use HPD:Help Desk for incidents and WOI:WorkOrder for work orders.
   Instance ID	Instance ID is generated automatically on saving.

   

5. Click Save. 
6. Once a custom note type is added, you must add the custom note type filter. Using this filter, you can filter custom notes on the Activity tab. 

7. Open the Sys:Menu Items form and provide the following details:

   Field	Description
   Menu Type	Select Show Note Types Filter according to the ticket type. For example, select Note Type HPD if the note type is for an incident and select Note Type WO if the note type is for a work order.
   Menu Label1	Enter the menu label that you want to display on the Activity tab. Use the same Menu Label Name that you added for the note type.
   Selection Code	Specify a valid selection code. Provide the same selection code which you added for the newly added custom note type.
   Locale	Specify the locale, if applicable. Provide the same locale which you added for the newly added custom note type.
   Menu Value1	Enter the menu value name for the newly added custom note type (generally same as Menu Label 1).
   Menu Order	This order decides the sorting order of the custom note type entry.
   Form Name	Provide the form name as per the ticket type. For example, use HPD:Help Desk for incidents and WOI:WorkOrder for work orders.
   Workflow Extras	'1000000170' = (Selection Code) Note: 1000000170 is worklogtype field on the union form.
   Instance ID	Instance ID is generated automatically on saving.

   

8. Click Save.

To add a custom note type activity filter on the Activity tab

1. Log in to Mid Tier as an administrator.
2. Navigate to the SYS:Menu Items form by by entering the form name in Mid Tier URL.
3. On this form, create a note type entry. Click New request.

4. Open the Sys:Menu Items form and provide the following details:

   Field	Description
   Menu Type	Select Show Activity Types Filter according to the ticket type. For example, select Note Type HPD if the note type is for an incident and select Note Type WO if the note type is for a work order.
   Menu Label1	Enter the menu label that you want to display on the Activity tab. Use the same Menu Label Name that you added for the newly added custom note type.
   Selection Code	Specify a valid selection code. Provide the same selection code which you added for the newly added custom note type.
   Locale	Specify the locale, if applicable. Provide the same locale which you added for the newly added custom note type.
   Menu Value1	Enter the menu value name for the note type (generally same as Menu Label 1).
   Menu Order	This order decides the sorting order of the newly added custom note type entry.
   Form Name	Provide the form name as per the ticket type. For example, use HPD:Help Desk for incidents and WOI:WorkOrder for work orders.
   Workflow Extras	'1000000170' = (Selection Code) Note: 1000000170 is worklogtype field on the union form.
   Instance ID	Instance ID is generated automatically on saving.

5. Click Save.
   
   

To add the custom note type on WorkLog and Union forms

1. Log in to Developer Studio as an administrator.
2. Open the Forms object. Search for the WorkLog form specific to your ticket type. 
   For example, for incidents, use the HPD:WorkLog form and for work orders, use the WOI:WorkInfo form.
   
   
3. Add Custom Note Type on Work Info Type selection field with selection value.
   
   
4. Save the form.
5. Open the union form specific to the ticket type. For incident, use HPD:SV_Union_WorkInfo_SocialEvents and for work order, use WOI:SV_Union_WorkInfo_SocialEvents.
   
   
6. Add the custom note type on the WorkLogType selection field with the selection value. You must add the same value which you added on the WorkLog form with same selection code.
   
   
7. Save the form.
8. Flush the Mid Tier cache.