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 conduct 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 tracing, locating, and solving problems.

Create¶

1. Click Create Note;
2. Define the note title;
3. Select text or charts as needed to edit the note content;
4. Click Finish Editing to complete the creation.

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 the current note content as an Issue;

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

• Export Note JSON: Export the current note as a JSON file to your local system to support restoration or sharing of notes across different workspaces;

• Import Note JSON: Import a template JSON file;

• Export as PDF: Export the current note as a PDF file to your local system;

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

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

Note List Operations¶

• Modify/Delete: Click the dropdown button in the lower-right corner of the note to choose modify or delete;

• Search/Filter: Supports searching by keywords, sorting by modification time, and quick filtering through left-side filter options to find corresponding notes.

  • My Favorites: Notes favorited by the current user; click the favorite icon in the lower-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.