Admin: Power Notes Viewer Configuration

These steps will configure the Power Notes Viewer for the Table View One of the three user Interfaces in ATS v2 (the others being Kanban View and List View).

Add PowerNotes/Power Share Table View to a Page

1. Navigate to the page where you want PowerNote/PowerShare Table View to be displayed.
2. Click the Setup icon and select Edit Page from the dropdown.
   
3. In the Lightning App Builder, decide where you would like your Power Notes Viewer to appear on the page. over over the section until a blue box appears, then hover over the minus sign to show a plus sign. Click the plus sign to select the location of the Power Notes Viewer.
   
   
4. Under Components > Custom Managed, click the PowerNotes component (powerNoteList).
   
5. In the right-side pane, there are new fields available for completion.
   
6. Click the View Mode dropdown and select Table View.
7. If your Org uses Event A Salesforce term used to describe an activity that involves invitations being sent out and calendar appointments being made.-based PowerNotes (as opposed to Task-based), you might want to select the Include Power Note Events For Table View checkbox.
8. Click Save and Activate.

It is not recommended to configure Admin Filters (Default Subjects) for the powerNoteList component when Table View is enabled. When displaying large data volumes (as is the case for Table View) this will negatively affect the page performance.

Configure Table View Columns

• Table View uses two fieldsets, both called TR1__Power_Notes_Tableview

  • One is on the Task Object, the other on the Event object.

• Task and Event PowerNotes are shown in different Tables on the Table view.

• PowerShares can only be tasks and are shown in the Task Table View.