Notes¶

The Notes module allows you to create multiple notes for summary reports and supports real-time insertion of visual charts for data analysis. By combining charts and documents, you can perform in-depth data analysis and write summary reports. Notes can be shared with all members of the workspace, preserving anomaly data analysis, which helps in retracing, locating, and solving problems.

Create Notes¶

1. Click Create Notes;
2. Define the note title;
3. Select text or charts as needed to edit the note content;
4. Click Finish Editing, and the creation will be completed.

For text input, refer to How to Write Text Documents;

For chart creation, refer to Visual Charts.

Manage Notes¶

Note Page Settings¶

After adding a note, click the button at the top of the page to perform the following operations on the note:

• Create as Issue: Create the current note as an Issue;

• Save Snapshot: Save the current note as a snapshot;

• Export Note JSON: Export the current note as a JSON file locally to support restoration or sharing of the note in different workspaces;

• Import Note JSON: Import a template JSON file;

  Note: In a non-blank note, importing a template JSON will overwrite the existing note, and once overwritten, it cannot be restored.

• Export as PDF: Export the current note as a PDF file locally;

• Set Visibility Scope: Set the viewing permissions for the note;

  • Public: Open to all members within the workspace; other members' viewing and editing permissions are unaffected;
  • Only Visible to Me: Only visible to the note creator; other members do not have viewing permissions.

  Note: For non-public notes shared via link, they remain invisible to non-creators.

Note List Operations¶

• Modify/Delete: Click the dropdown button at the bottom right corner of the note to choose modify or delete;

• Search/Filter: Supports searching by keywords and sorting by modification time, as well as quick filtering using the left-hand filter options.

  • My Favorites: Notes favorited by the current user; click the favorite icon at the bottom right corner of the note;
  • My Creations: All notes created by the current user;
  • Only Visible to Me: Non-public notes that only the note creator can view; other members do not have viewing permissions.