Power Notes Subject Configurability Steps

Before you complete the Power Notes Subject Configurability Steps, you must Admin: Enable Power Notes Subject Configurability and configure the Page Layout.
- Create a Power Note Subject List for an object.
- For details on how to create Power Notes Subject Records, see Create Power Notes Subject Records.
- Create a Power Notes Subject Configurability tab.
- For details on how to create Power Notes Subject Configuration tab, see Admin: Create Power Note Subject List Object Configuration Tab.
- Create a Power Note Subject Configuration List for an object.
- For details on how to create Power Notes Subject Configuration Records, see Create Power Note Subject Configuration List for an Object.
- You may also create a Power Note Subject List for ATS v2 Stages.
- For details on how to create the ATS v2 records, see Admin: Create Power Note Subject List for ATS v2 Stages.
Next Steps
If you are interested in knowing the order of execution, see Power Notes Subject Configurability Logic.
Was this helpful?