Managing Notes in My MATRIXX

Create notes in My MATRIXX to share information (for example, links to frequented pages) with other users in a domain. Notes can be managed through the Notes icon in the My MATRIXX toolbar or through the Notes UI under Administration.

About this task

A commercial user can only create notes in their own tenant.

Procedure

  1. Click or hover over Notes in the My MATRIXX toolbar to view a list of the five most recently viewed notes with the most recently viewed note at the top. Click See All Notes to go to the Notes UI and view all notes.
  2. To add a note, do one of the following:
    • Click Add Note under Open Notes.
    • Under Administration, click Notes > New Note.
  3. Define the following:
    • A required, unique title for the note. This title becomes the title of the note dialog box.
    • Optional content for the note.
    Note titles and content can contain both alphanumeric and special characters. Front and back spaces in the note title and body are stripped when the note is saved.
  4. To add a link to the note, select Include link.
  5. Either enter a link name and URL address manually or select Use current page link to add the current URL as a link. Any link can be manually entered. For example, you can add a link found within a Reference Information Panel.
  6. Click Add Link. Multiple links can be added to a single note.
  7. Click Save. A newly-created note is automatically added to the list of five most recently viewed notes as the most recently viewed.
    Note: Because notes are stored based on domain, notes created in one domain are not available in other domains. If you are a commercial user, only notes for your tenant are available to you.
  8. To edit a note in the Notes UI, click Edit the selected object, make your changes, and click Save. A newly-edited note is automatically added to the list of five most recently viewed notes as the most recently viewed.
  9. To create a new note in the Notes UI by copying an existing note, click Copy the selected object in the row of the note that you want to copy, enter a unique name for the new note, and click Create.
  10. To delete a note in the Notes UI, click Delete the selected object. This also removes the note from the list of five most recently viewed notes if it is listed there.