Note / NoteThread
Introduction
Note and NoteThread entities provide a threaded note/comment system attachable to any entity (orders, contacts, commodities, etc.). Notes are organized into threads for structured conversations and audit trails.
Entity Structure
NoteThread Properties
| Property Name | Type | Required | Description |
|---|---|---|---|
| NoteThreadId | int | Yes | Primary key |
| EntityId | int | Yes | ID of the parent entity |
| EntityType | string | Yes | Type of the parent entity (e.g., "Order") |
| Name | string | No | Thread name/subject |
| Created | DateTime | Yes | Creation timestamp |
| CreatedBy | string | Yes | User who created the thread |
Note Properties
| Property Name | Type | Required | Description |
|---|---|---|---|
| NoteId | int | Yes | Primary key |
| NoteThreadId | int | Yes | Foreign key to NoteThread |
| Content | string | Yes | Note content |
| Author | string | Yes | Note author |
| Created | DateTime | Yes | Creation timestamp |
| LastModified | DateTime | Yes | Last modification timestamp |
Relationships
| Relationship | Type | Description |
|---|---|---|
| NoteThread.Notes | Collection | Notes within a thread |
Workflow Tasks
Notes are managed via dedicated workflow tasks:
Note/Create@1- Create a note in a threadNote/Update@1- Update note contentNote/Delete@1- Delete a noteNote/Import@1- Bulk import notesNote/Export@1- Export notesNote/RenameThread@1- Rename a thread
See Note Tasks for YAML examples.