Rock U - People - Person Note

Transcribed Video Content

So let's talk about person notes just a little bit more. In our walk through the person profile page, we already noted that notes exist and how to use them at a very basic level. So again, if I come down here and add a note, it's just very basic. It's a person note. I can type my note in here. And when I save it, I can come back and, control the security on that. Now controlling the security in this is is, kind of tedious, not necessarily the best way to control security is that is it is have to do it on every single note. It's probably not gonna be that accurate. And another great way of handling these notes is to use different note types. So let's go ahead and look at that. So under general, I'm sorry, system settings, note types. This is gonna show you all the note types that are configured in Rock and that could be for people, it could also be for some of the financial tools or groups. But if I want to, I can filter just to show those for a specific entity, so I'll just say person. Now, you can see there's already some here. Now, a lot of these are system note types that you you're not gonna be able to add yourself, but we wanna add a new one that we can enter in. So let's say maybe there's a pastorial note. Now here, I can add a CSS class that will be added to the note that it's kind of a decoration. You can hook into that and you can restyle it in different ways if you have some web experience. And the other thing you can do is is you can come in here and put in, a special icon class. I'm just gonna use f a f a user just to put a little, icon of a person in there. The entity type is already selected for me as a person and user selectable means can the user actually add one or will the system be doing it. So of course, we want user selected. Now while we're here, before we jump back over to, look at our note, note that you can have security on the note. So if I go ahead and click this, this is the security template that will be added to all notes notes of this type. So if I had a pastorial group, I could put that here. In this case, maybe I'll go ahead and add, the staff role to this. So now the staff role is allowed, to view this. I'm gonna go ahead and add the administration role too just in case. It should always be the case, hopefully, that your administrator's on staff, but maybe not always. And now if I look at the security here, this the staff worker can is allowed to view it. The Rock administrator is allowed to view it. If I keep going down the inherited permissions, so are all users. And that's not quite what we want. So let's add another role. And this time we'll choose the all user role. And it's the last one and we're just gonna say deny. Okay? So now every time, this note is shown on the person profile, it'll only show it if that person is either a staff worker or a Rock administrator. I can do the same thing on the edit and this is this is definitely something that you want to do too is that maybe some people can view it but they can't edit or add those node types. So I can come in here and add different security on the edit. But when I'm done and if I go back to the, person profile page and this time if I add a note, notice that there is one new field here. It's what type of note am I going to create. It's gonna default to the the first note of that type but I can actually change it to pastorial note and and put a different, note in here. And you can see that it has a different icon type. So with these different note types, it's, really powerful on what you can do. As an advanced kind of topic too, this note list here will show any notes of type person. But remember, I can go into this notes block and say, well, , actually, I don't wanna show all the notes of type person. I just want to show the personal note and I'm not gonna select that pastoral note. And if I save this and reload the page, if I go to add a note, I don't see that field again. Okay? So I've only selected one. So this is a great tool for allowing certain person notes to be done from this person profile page. But maybe someplace else in Rock you want to add different person notes, but you don't want to show up right here. Just know all your options and configuring those options can allow for some very powerful use cases.