MicroStrategy ONE

Document Editor: Notes pane

The Notes pane, on the left side of the Document Editor interface, displays the notes or comments added to the document, and allows you to add your own notes. Use this area to communicate with other users about the document. The notes can include details about the document, information on how it was created, reasons to use it, queries about the data displayed, a back-and-forth conversation about designing the document, or anything useful to you and other users. The document cache is not invalidated when notes are added or modified.

This topic discusses notes in documents. For information about notes in reports see Notes dialog box.

The Notes pane contains:

  • A display of all the notes that have been added to the document. You must have the View Notes privilege to see any notes that have been added to the document.

  • A text field to type new notes. Click Submit to add the new note. You must have the Add Notes privilege to add new notes, but you do not need write access control on the document.

    The Submit button becomes available once you type text.

You can type up to 1024 characters in each separate note, to a maximum of 65,535 characters for all the notes in the document.

Accessing the Notes pane

  1. Open a document in the Document Editor. How?

  2. Click Notes at the bottom of the accordion pane on the left. If the accordion pane is not displayed at all, select Notes from the View menu.

Editing Notes

If you have the Edit Notes privilege, you can change existing notes, as described below:

  1. Click Edit. The text field for new notes closes, and all the existing notes become active.

  2. Type over the existing text or add new text.

  3. Click OK to save your edits. The pane returns to its original status, displaying the existing notes and the text field in which to add new notes.

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