My Notes
View and comprehensively manage any note you have created.
Last updated
View and comprehensively manage any note you have created.
Last updated
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This block applies integrated scroll and internal padding. The recommended layout for this block is a simple, clean layout that lets the block do most of the work:
This template is pretty complicated. It is what is displayed for each note item in the list. There are a handful of merge fields and commands that you can use to customize this template.
| Property | Description |
|---|---|
If enabled, the note will be both left and right swipe-able with options to add a reminder, connection, link to person, edit or delete.
The note types to allow when linking a note to a person. If none are checked, all of the note types will be included.
The note type to update the note to when adding a reminder from the note.
The note type to update the note to when adding a connection request from the note.
The page to use to view the details of a person.
The page to use to edit or add a reminder.
The page to use when adding a new connection from the note.
The page to use when viewing the details of a connection request.
Whether or not the notes should be grouped by the date they were left.
The Note item you have access to in the Note Item Template has the following properties available to you.
| Command | |
|---|---|
| Property | Type | Description |
|---|---|---|
DeleteNote
Triggers a deletion of the note. If this note has a linked reminder or connection, it will prompt the individual to ask if they want to delete the note or both the note and linked entity.
ShowNoteDetail
Pushes to an edit view of the note.
EditNote
Shows a cover sheet allowing someone to edit a note.
LinkToPerson
Shows UI to link the note to a person. Only works on notes that are not currently linked to an entity.
Id
int
The ID of the Note.
Guid
Guid
The GUID of the note.
EntityId
int
The ID of the entity associated with this note.
EntityGuid
Guid
The GUID of the entity associated with this note.
NoteTypeId
int
The ID of the note type.
NoteTypeGuid
Guid
The GUID of the note type.
NoteTypeEntityTypeId
int
The ID of the Entity Type associated with the Note Type.
EntityName
string
The friendly name of the linked entity.
NoteText
string
The text of the note.
NoteDate
DateTime
The date that the note was created.
NoteTypeName
string
The friendly name of the Note Type.
PhotoUrl
string
If this is a person note, this value will be the PhotoUrl of the person.
IsPrivateNote
bool
Whether or not this note is private.
IsAlert
bool
Whether or not this is an alert note.
Note
A custom object containing useful information about the note. You can all of the properties available here.
PersonEntityTypeId
The ID of the system Person entity type.
PersonAliasEntityTypeId
The ID of the system Person Alias entity type.
PersonAliasEntityTypeGuid
The GUID of the system Person Alias entity type.
ReminderEntityTypeId
The ID of the system Reminder entity type.
ConnectionEntityTypeId
The ID of the system Connection Request entity type.
ReminderNoteTypeGuid
The GUID of the configured Reminder Note Type (to use for new reminders).
ConnectionNoteTypeGuid
The GUID of the configured Connection Request Note Type (to use for new connections).
PersonDetailPage
The GUID of the configured person detail page.
ReminderDetailPage
The GUID of the configured reminder detail page.
ConnectionDetailPage
The GUID of the configured Connection Request detail page.
AddConnectionPage
The GUID of the configured Add Connection Page.
GroupNotesByDate
Whether or not you have configured this block to group the notes by the date they were left.