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cbaqir
Valued Contributor

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
Valued Contributor

Re: Server Object Notes?

bump

MVP & Luminary
MVP & Luminary

Re: Server Object Notes?

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