Core Docs - Core Concepts - Add Notes to a New Entity

Rock Version: v19.0
Last Modified: 2026-10-26 12:03 PM

Let's say your finance team asks you to be able to enter notes on batches. Your first response might be that you'll have to find a developer to add that functionality. That in itself is a pretty cool option...right? The fact that you have a system that you can extend to meet any need...cool! But in this case, you can play the part of the hero and configure it yourself.

Any entity detail page is a candidate for adding notes. Looking at the address for the page will tell you which entity you can attach the note on. For example, if the address has BatchId=X then the note can be on the batch entity. Let's walk through the steps of adding notes to the Finance > Batches > Batch Detail page.

After following these steps your batch screen should look something like the one pictured below, with a shiny new place to put notes at the bottom of the page.