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Notes examples

Follow these examples to create and share notes.

Example: Create a note in a personal space

Only you can view notes that you create in your personal space.

Do the following:

  1. Open a sheet in an app in a personal space, or in a shared or managed space.
  2. Select Notes in the toolbar of the sheet.

    Select Notes

    App in shared space.
  3. Select Personal in the drop-down menu, and then select Add Create new note. The note will be created in your personal space.

    Create new note

    Create new note.
  4. Enter a title and text for the note. Select A to open the formatting toolbar.

    Enter title and text for note

    Enter title and text for note.
  5. To add a snapshot of a chart to a note, right-click the chart and select NoteNotes. Click NoteAdd snapshot to note.

    Add snapshot to note

    Add snapshot to note.

    The snapshot is added to the note.

    Snapshot added to note

    Snapshot added to note.
  6. Select PreviousBack to finish editing and see a list of your notes. You can also see and open all your notes by selecting Catalog in the Qlik Sense navigation bar, and then selecting Notes from the Types filter.

    List of notes

    List of notes

Example: Create a note and collaborate in a shared or managed space

Notes that you create in a shared or managed space can be viewed by all members of the space. Additionally, you can allow other members to edit the note.

You can add snapshots to a note from private or public sheets in a shared or managed space. All members of the space can see the snapshots in the note. However, since only you can access your private sheets, other members will not be able to go to the sheet by selecting   Link to source on the snapshot in the note.

The following example creates a note in a shared space. However, the same steps would apply in a managed space.

Do the following:

  1. Open a public sheet in an app in a shared space. For more information, see Making a sheet public.

  2. Select Notes in the toolbar of the sheet.

    Select Notes

    App in shared space.
  3. Select a shared space in the drop-down menu, and then select Create new note. The note will be created in the shared space.

    Create new note in shared space

    Create new note in shared space.
  4. Enter a title and text for the note.
  5. Select or type @ to mention another member of the shared space. They will be notified in the Qlik Sense navigation bar.

    Tag space member

    Tag space member.
  6. Select User Modify access to change permissions for the note. Change permissions in the dialog box that opens.

    Manage users

    Manage users.

    The space member can now respond in the note.

    Response in note

    Response in note.

Example: Create a private note and later share its contents with others

Personal spaces are private, therefore notes that you create there cannot be viewed by others. When creating a note, you may want to first create a draft in your personal space before sharing the note with others in a shared or managed space.

You can create a note in a personal space from an app or sheet in a shared or managed space. When you are ready, you can create a new note in a shared or managed space and copy and paste the contents of the private note into the new note.

In the new note, only snapshots taken from apps in the same shared or managed space as the note will be visible to the other users in the space. Snapshots taken either from apps in your personal space or apps in spaces other than the note’s shared or managed space will not be visible to other users.

The following example creates a note in a shared space. However, the same steps would apply in a managed space.

Do the following:

  1. Open an app in a shared space.

    App in shared space

    App in shared space.
  2. Open a sheet in the app. For this example, the sheet is public so that others can navigate to the sheet from the note.

    App in shared space

    App in shared space.
  3. Select Notes in the toolbar of the sheet.

    Select Notes

    App in shared space.
  4. Create new note

    Create new note.
  5. Enter a title and text for the note.
  6. To add a snapshot of a chart to a note, right-click the chart and select NoteNotes. Click NoteAdd snapshot to note.

    Completed note in personal space

    Completed note in personal space.
  7. Select all and copy the contents of the note.

  8. Select Previous Back to finish editing and see a list of your notes in your personal space.

    Note in personal space

    Completed note in personal space.
  9. Select the shared space containing the app from which you took chart snapshots, and then select Create new note. The note will be created in the shared space.

    Create new note in shared space

    Create new note in shared space.

  10. Enter a title for the note, and paste the contents of the personal space note.

    Note in shared space

    Note in shared space.
  11. Select or type @ to mention another member of the shared space. They will be notified in the Qlik Sense navigation bar.

    Tag space member

    Tag space member.
  12. Select User Modify access to change permissions for the note. Change permissions in the dialog box that opens.

    Manage users

    Manage users.

    The space member can now respond in the note.

    Response in note

    Response in note.

Example: Create and view a note that is linked to a chart

When a note contains a snapshot of a chart, the note is linked with the original chart. This means that you can view notes that use a snapshot of a specific chart, or notes that are used in the current sheet or app.

The following example shows how you can link a chart to a note using snapshots, as well as search for other notes which may also use that chart. The example discusses apps in shared spaces, but the process will work in managed spaces as well.

Do the following:

  1. Open a public sheet in an app located in a shared space.
  2. Select Notes in the toolbar of the sheet.

  3. Ensure the correct space is selected. If your Personal space is selected, any notes you see or create will be private. If the space is the shared space in which the app resides, any new note content will be viewable by users in the space.

  4. Right-click a chart and select NoteNotes, then click CameraCreate note with snapshot.

    Create note with snapshot using a chart in the sheet

    Creating a note with snapshot using a chart in the sheet.
  5. Edit the title of the note and add any relevant details about the snapshot to the note.

    Adding a title and text content to a note

    Adding a title and text content to a note
  6. Select PreviousBack to finish editing and see a list of your notes.

  7. Next, follow a similar process to explore a list of all notes using that same chart. Right-click the chart again and select NoteNotes, and then click NoteFind notes related to this chart.

    Information note

    This option only appears when the Notes tab on the left side of the toolbar is expanded.

    Find notes using a selected chart

    Right-clicking chart and finding notes using the chart
  8. View your new note, as well as any others you have created using this chart, under Notes related to this chart. You will have the option to toggle between Your notes and notes which are Owned by others.

    List of all four possible categories for note content

    List of all four possible categories for note content