You can attach multiple notes to the workflow as well as to each step within a workflow. IQ also provides the ability to add the same Step Note to multiple workflows.
To add notes from within a workflow:
Select the Add WF Note action to add workflow notes or select the Add Step Note action to add a note to the current step. Note: The Add WF Note action does not appear if Hide Workflow Notes is selected in the workflow template.
Type information in the field that appears in the Add Workflow Note or Add Workflow Step Note dialog box.
Select the Secure This Note check box if you would like to set Record Security for the workflow or step note.
Click the Save button.
To add the same Step Note to multiple workflows:
Search for the workflow records you want to add the Step Note to.
When the records appear on the Search Results page, click the Select All link at the top of the page to select all records found. If you want to update only selected records, select the check box next to those records.
Select the Add Step Note action. Note: Closed workflows may be updated with this action if the System Configuration Setting for Allow Adding Step Notes to Closed Workflows is set to Yes.
IQ displays the Add Step Note dialog with the number of records that can be updated.
Type the Step Note text that you want to add to all of the selected workflow.
Select the Secure This Note check box if you would like to set Record Security for the workflow or step note.
Click the Save button.
Notes are limited to 4,000 characters. If you manually enter text into this field, IQ displays the message "Please limit your entry to 4000 characters (# of characters cut=1)" once you type the 4,001 character and will not allow you to enter any additional characters. If you copy and paste text into this field, IQ will truncate it at 4,000 characters and display a message with the number of characters that were cut.
You can check the spelling of notes by clicking the spell check icon next to the field.
Workflow Notes appear on the General pane of the workflow record. Step Notes can be added from any workflow panel and appear at the bottom of the General panel and on the Steps panel below the step with which they're associated. Click the notepad icon next to them to change or delete them. You can change the Note date and time for existing Notes. This allows you to place the Note in the correct chronological order of events.
Your ability to change or delete step notes or view the formatting of the note for a workflow may be prevented by the workflow template you're using or your access to a secured Workflow record. Note that if Audit Changes is selected in the workflow template, you will not be able to edit or delete Audit Notes regardless of your access level.
If you want to print a hard copy of the notes, place your mouse outside of the white text field, right click and select Print. In the Print dialog box, select the printer and click the Print button.