Edit Notes

Learn how to edit notes in AroFlo Field

Updated on January 3rd, 2024

Notes and note replies can only be edited or deleted by the user who created the note.

Users can be given additional permission to edit 'All Task Notes' via the Feature Access settings on their user profile.

 

 

Edit a note or reply

  1. Tap Edit (in the note or reply header).
  2. Make the required changes.
  3. Tap Save Note / Save Reply.
  • If the existing note contains HTML elements, the note editor will open in HTML mode.
  • If there are no HTML elements, it will open in Text mode.
 

Note Restrictions

You can also edit Note Restrictions when editing a note.

 

 

Delete a note or reply

  1. Tap Edit (in the note or reply header).
  2. Tap Delete Note / Delete Reply.
  3. Tap OK to confirm.