Rock U - Rock Fundamentals - Note Types v13

Transcribed Video Content

In other Rock U videos, you may have seen notes used with people on the person profile. And that's a really common use for notes, but you can add note types for all kinds of different purposes. So, for our first scenario, let's say the finance team wants to keep notes on batches. So, let's go ahead and pull up a batch under finance and batches, and we'll take a look at this batch here at the top of the list. And we'll say that the finance team wants to be able to add notes, maybe right in here in the middle between between these two blocks near the center of the page. Okay. So to do that, the first thing that we'll need to do is add a new note type. And we'll do that under admin tools, system settings, and note types. And we already have a few that are here, but we're gonna add a new one for batches. So we'll go ahead and click the plus button. And we'll give it a name, so we'll just call this batch note. And then the entity type, is critical, in this case, is gonna be financial batch because that's what we want to add the note type to. You could choose other entity types if you needed to to add notes to different types of entities. But in this case, we're working with the financial batch. We can give it an icon if we want, so we can go ahead and throw in a an icon. You can set, the background color, the font color, and the border color. We're just gonna leave those as the default for now, but you can change all of those. We wanna make sure that user selectable is turned on, so that people can select and delete and edit these notes. Otherwise, they're more system notes. Then we have requires approvals, which means that those given approve access in the note type security, will be able to approve the notes before they get posted. And then related to that, we have send approval notifications. And that sends the note approval email, system communication, which contains a link to the note. Next, we have allows watching, which allows the note to be watched with notifications sent via the note watch notification, system communication. Down below, we have auto watch authors, and this, automatically watches the note for the author, which would allow them to be notified of replies to the note. So related to that is also will you allow replies. This allows other people to reply to the original note if this is enabled. Next, you can see that you have the option to allow attachments, and that's pretty straightforward. That just enables the ability to add attachments to the note. And last but not least, down at the bottom, we have the approval URL template, which means when the when the approval notification is sent, the person can click a link to view the note that needs approval. That link can be changed to a URL that you specify here. So that's all we're going to do for this note type, so we'll go ahead and save it. And then we're going to go back to our batches page here. So we'll come to batches. We'll click on a batch. And we're gonna add to this page a new note a new notes block, called notes. So we'll bring up the page zones, and we'll open up the, the main zone here. And we're gonna add a block of type notes, and we'll just call it notes, and that's fine. And we'll save it. I said, we want it to be between the two existing blocks in this area. So I'm gonna take it, and I'm gonna move it up to between the batch detail and the transaction list. And we'll go ahead and click done. Now, right away, we don't notice any differences. So first, we're gonna go to the block settings. And here we have our block settings for the notes, and we're going to edit the block settings. We'll give it a heading batch notes, maybe. And then down at the very bottom, we're gonna pick the entity type, again, which in this case is gonna be, just it was before, financial batch. And now we can save. And here now we've got our batch notes block. And we can add a note to here, and we can write out our note. And we'll just go ahead and save it. And so now we've got our note in place here. And it you'll notice that this only applies to this batch, and it's not seen on other batches. So if we go and take a look at a different batch, we we still have the notes block, but that particular note was tied to that specific batch. So we won't see that note listed here. Now let's look at a second scenario that's a little bit more complex. Some pages have something that's called context. And that just means, does the page know what's happening on that page? In in the last example, we were looking at the batch detail page, so the content context was batch detail. Sometimes Rock already knows what the context is. Sometimes you have to configure it. In the batch example that we just saw, it was already configured for you. Let's see what happens when that's not the case. So in this scenario, let's say that we want to add notes on a specific event registration instance. And for that, we'll pull up our registrations here, and we'll go under connection, and we'll look at the the baptism registration and at that instance. And let's say that we wanna add notes, and let's say that we wanna add notes to this instance. So the first thing that we'll need to do is we'll go back to the system settings under admin tools, system settings, and to note types. And we're gonna add a new note type, and we'll just call it registration notes. And in this case, the entity type is gonna be a registration instance, and we'll give it an icon. I'll just kinda choose one at random. And once again, we'll select user selectable, and that's about all we need to do. So we're gonna go ahead and save this. And now we'll go back to our registration instance under event registration for baptism, and we'll check out this instance. So similar to what we did for the, batch block that we added, we're gonna add a notes block under the registration instance detail block. So to do that, we're gonna access the page zones. And from our main zone here, we're gonna add a new notes block and save that. And again, we're going to put it under the, registration instance detail block. So we're going to move that up a little bit, and click done. And again, right away, you won't notice any difference. There's a little more configuration we need to do. So for here, we'll go to the block settings. And there's our notes block, and we're gonna edit the block settings here. And we'll give it a heading. We'll call it registration notes. And then we'll need to select the entity down at the bottom. So the entity type is still gonna be registration instance, and we're gonna go ahead and save. Now in the in the batch example, we were done at this point. But in this case, Rock still doesn't know what to do here, and that's because it doesn't know what registration ID should be tied to this note. So to tell it, we're gonna go to the page properties. Down here under the admin toolbar, we're gonna pull up the page properties, and then we're gonna go to advanced settings. And here we see context parameters. So this indicates that there's a block on this page that has something to do with context, and we need to provide it the URL parameter that tells it what the ID what what ID the registration instance is so it can tie the note to that ID. So the registration instance parameter name, which you could get from the URL when you're looking at the registration instance, but it's gonna be registration instance ID. So that's telling it, go to the URL, look for registration instance ID, and then get me that ID number, and that's how I know what to associate with this note. So we'll put that in and hit save. Now we have our registration notes block, and now we can add our notes as usual. And that's how you can add note types to different pages and areas throughout Rock. For more information on note types, be sure and check out our Rock admin hero guide posted to the community website, and thanks for watching.