What are custom notes?

Custom notes are used to capture issues, actions, questions, or other ad hoc information. They act much like sticky notes on an object. For example, as issues arise a user can attach a note to the object to capture or document the issue.

Notes come in two types (although users can define other subtypes): custom notes and standard notes. Standard notes contain parameters and are typically the types that would show up as standard notes on drawings. Custom notes are edited with Microsoft Word.

• A custom note can be related to a single object or to multiple revisions of an object.

• Custom notes can be created in the context of another object such as a requirement, a part, or a manufacturing object such as a process or operation.

• Custom notes are attached directly to an object, and not underlying occurrences.

• After custom note content has been edited in Word, it can no longer be edited by modifying the Text property value.

• To see custom notes in a manufacturing structure, you must add the Custom Requirements Lists relation to the Shown Relations list for each manufacturing item revision type in the General options.

The custom note item consists of the following objects.

CSMTNOTE-01–Mtg min custom note master
CSMTNOTE-01–Mtg min custom note master form
CSMTNOTE-01/A;1–Mtg min custom note revision
CSMTNOTE-01/A–Mtg min custom note revision form
Mtg min custom note full-text dataset

You can view additional information about the custom note by displaying the Custom Notes view. To display the custom notes using the Custom Notes view, select the custom note or the object with the custom note and choose Window→Show View→Other→Systems Engineering→Custom Notes or click Custom Notes Manager on the toolbar.