Notes
Users can take notes in the Notes related list while working on a Case record. Notes created on an activity Case, request Case, or missing information Case are automatically related to the parent care plan via the PJN_FileRollupHdlrByFileCreation Apex class and appear in the Notes related list in the Care Plan record page. The Notes related list utilizes Salesforce's enhanced Notes functionality and incorporates additional customizations to improve users' experience.
Notes save automatically. If a user does not input a note title, then the note title is automatically set by the PJN_ContentNoteTitleHdlr Apex class depending on what Case record the note is created on. Notes on all other objects default to "Note" via the PJN_Default_Note_Title custom label.
Case record type | Automatic note title | Custom label |
|---|---|---|
CarePlan |
| PJN_Default_Care_Plan_Note_Title |
PJN_Activity | <Subject> | PJN_Default_Activity_Note_Title |
PJN_Missing_Information | <Subject> | PJN_Default_Activity_Note_Title |
PJN_Request | <Subject> | PJN_Default_Activity_Note_Title |
Note
To delete notes, users must be assigned the Delete Notes (PJN_Delete_Notes) custom permission. The functionality is managed in the PJN_ContentNoteDeleteHdlr Apex class.