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Feature #1457

closed

Public notes

Added by Alexander Watzinger about 3 years ago. Updated almost 3 years ago.

Status:
Closed
Priority:
Normal
Category:
UI
Target version:
Start date:
2021-01-27
Estimated time:
8.00 h

Description

CONNEC requested notes for entities (outside CRM) that can be shared.

Implementation:
  • Checkbox for public at insert/update a note (default=off)
  • It will now be possible to add multiple notes to entities
  • Because there now can be multiple, notes will be shown in a new tab instead at the info tab
  • Admin and managers can set public notes of other users to private (may be useful for e.g. in case a user gets inactive)
Actions #1

Updated by Alexander Watzinger almost 3 years ago

  • Target version changed from 6.0.0 to 6.1.0
Actions #2

Updated by Alexander Watzinger almost 3 years ago

  • Status changed from Acknowledged to In Progress
  • Assignee set to Alexander Watzinger

Sorry that we didn't manage to include this in the latest 6.0.0 release but will start working on it and will be part of the next 6.1.0 release.

Actions #3

Updated by Alexander Watzinger almost 3 years ago

So I implemented a checkbox for making a node public at insert and update (in the feature_public_notes branch) which was the easy part. Now I'm thinking about:

  • Display at entity view: not sure if better above or below the description because it really depends how many and how big these notes will be
  • Should we provide an extra option to search for notes at the search site?
  • Who can edit/delete public notes except the creators themselves. Maybe manager/admins should be at least be able to remove the public flag e.g. in case a user got inactive

Feedback from all is welcome.

Actions #4

Updated by Alexander Watzinger almost 3 years ago

  • Description updated (diff)
Actions #5

Updated by Christoph Hoffmann almost 3 years ago

  • Description updated (diff)

we discussed it at hackathon (19/3/21) - ticket updated

Actions #6

Updated by Alexander Watzinger almost 3 years ago

  • Description updated (diff)

Adapted description to newest implementation strategy

Actions #7

Updated by Alexander Watzinger almost 3 years ago

  • Description updated (diff)
Actions #8

Updated by Alexander Watzinger almost 3 years ago

  • Description updated (diff)

Finished public notes features and will be part of the next 6.1.0 release

Actions #9

Updated by Alexander Watzinger almost 3 years ago

  • Status changed from In Progress to Closed
  • Estimated time set to 8.00 h
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