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Add a custom entry

You can add a custom entry that is based on an entry template created and stored in the current activity.


At least one entry template must have been created in the current activity before you can create a custom entry from a template.

You must be an author or an owner of the activity to add entries to it.

To add a custom entry, open an activity, and then complete the following steps:

  1. Click Add from Entry Template > Add <entry template name>

    where <entry template name> is the name of the template to use as the basis for the custom entry.

  2. Provide values for any fields that you want to complete.

  3. You can add additional content to the entry by clicking the following links:

      Attach File

      Adds a file to the entry. Click Browse beside the field to locate the file.

      Add Bookmark

      Adds a Web address to the entry. Type the title of the Web page into the Bookmark title field, and then copy the Web address into the field that begins with http://.

      Add Custom Fields > Date Field

      Adds a Date field to the entry. When you click the empty field, a calendar control is displayed. You can either type the date into the field or pick a date from the calendar control.

      Add Custom Fields > Person Field

      Adds a Person field to the entry. As you type a name into the field, a list of names from the is displayed. You can choose a name from the list or continue typing the person's full name or e-mail address.

      Add Custom Fields > Text Field

      Adds a Text field to the entry.

    You can add as many types of fields as you want and you can add fields of the same type multiple times. If you want to remove a field that you added, click the X next to the field to delete it.

  4. Optional: Rename a field that you added by clicking the field label to edit it.

    After you add a file, bookmark or custom field to the entry, you can change the name that is associated with the field by default to a name that better describes the purpose of the field. For example, if you are using the entry to provide review comments, you might want to add two name fields, and change the name of one field to Author and the other to Reviewer. You could also add a date field labeled Review By Date, and then add a file attachment with a field label of Document To Review.

  5. In the Description field, describe the entry or add entry content. You can use the toolbar buttons to format the added text.

  6. In the Tags field, type a tag term. As you type, a list of matching tags from the tag collection is displayed. Click a tag to add it, or keep typing to add a tag that is not in the list. Separate multiple tags with commas.

    A tag is a single-word label or keyword that you assign to an entry to categorize it. After the entry is saved, the tag is added to the tag collection for the activity. Later, you can use the tag to find this entry by clicking the tag from the tag collection. Not only is this entry returned in the resulting list, but any similarly tagged entries are included also, thus helping you to discover related content. Keep in mind that the tag collection is composed of tags created by you and your colleagues; if no one has created any tags yet, you do not see a list of matching tags as you type into this field.

  7. To add this entry to a specific section of the activity, click the down arrow next to the Section field, and then select the section from the list.

  8. To hide the entry from other members, select Mark this entry private.

  9. To notify activity members about this entry...

    1. Select Notify people of this entry.

    2. Do one of the following:

      • To notify everyone, select All members of this activity.

        This option is not available from a community activity.

      • To notify a subset of people, select the boxes next to the names of individual members that you want to notify. To find people, scroll through the alphabetical list of names or type a person's name into the Type to filter this list box. In community activities, if the activity has more than 500 members, you can click Next to see additional names.

        The filter searches the names on the current page only. If there are multiple pages, click Next until you get to a page with names in the same alphabetical range as the name you are looking for, and then type the name into the filter box.

    3. To add a comment that is displayed in the notification that is sent to the members, add it to the Notify Message field.

      By default, the notification indicates that you want to inform the member about this entry.

  10. Click Save to finish adding the entry.


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