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

Rock Version: v20.0
Last Modified: 2026-04-06 3:59 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 (that's the name of this guide, remember?) 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.