You can view notes on a Workflow and add new notes from either the Overview or Layout page. Both pages have an array of buttons on the right side of the gray banner. .
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You can access the Overview and Layout pages by several means, such as Search or My Workflows.
Click
to add a note.
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Click
to show existing notes.
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Note
Depending on how the note was added, the Note Level column may provide links to other views.
Show Notes for Workflow Hierarchy is checked by default. When checked, all notes associated with that Workflow Hierarchy will be displayed.
The far left column indicates if the row is associated with a subworkflow. The link icon will display for all subworkflows.
The Workflow Name column is sortable so that you can group items in the results by Workflow Name.
The Note Level column includes the level property. When the note is at the step or task level, a link is provided that takes you to the details pages for that item.
Viewing Notes from Task Views
You can also view notes on a workflow instance from the Tasks in that workflow instance. This saves you from having to open multiple tabs to view order notes. To do this, click the notebook icon at the top right of the Task Details page, or in Tasks expanded in the My Tasks and Search grids.
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