Do not input private or sensitive data. View Qlik Privacy & Cookie Policy.
Skip to main content

Announcements
Join us in Bucharest on Sept 18th for Qlik's AI Reality Tour! Register Now
cancel
Showing results for 
Search instead for 
Did you mean: 
cbaqir
Specialist II
Specialist II

Server Object Notes?

I have a requirement that a QV user be able to enter notes about an object in a QV Dashboard and that these notes be easily viewable, editable and save-able by other users. Ideally, I envision notes as a chart object that shows who created it, the date created, last modified by and date and text of the note.

I have been looking into using Notes (Right click on an object - click on Add a new note) for this purpose and can't find a lot of info. For example,

  1. The screenshot below looks like it stored the test object Server\AT01-16 but I can't find this object anywhere to display. How can I find it to add it as an element to a chart for display to all users?
  2. Is there a way to use a button to create a note as opposed to Right click on an object - click on Add a new note?
  3. Is there a way to set up an alert - either within the dashboard as a pop-up or in an email to let specific people know a note has been created?

note.gif

Thanks,

Cassandra

2 Replies
cbaqir
Specialist II
Specialist II
Author

bump

marcus_sommer

The notes-feature is as it is - far away from perfect but still quite useful to share insights but the users need to go there active to see if there is anything new or changed.

This meant I doubt that you could get your mentioned points 1 - 3 with the native Qlik feature. I could imagine that the functionalities could be extended with extensions but I don't know if there already some exists and it might be also easier to develop an own feature which based on a separate database like in this example: SQL Writeback from QlikView extension object.

AFAIK there are also various commercial extensions available which could be used/adjusted to your requirements.

- Marcus