Adding notes to client-side human services

To provide additional textual information to your client-side human service, you can add notes to the service flow diagram by using the Note tool from the client-side human services palette.

About this task

You can add reminders, development notes, or information that is relevant to a specified step in the service flow. The notes can be added as stand-alone objects to the canvas or can be connected to specified nodes in the diagram. If connected, a note can be linked to only one node in the diagram, and vice versa; multiple connections are not allowed. Regardless of whether they are connected or not, notes are saved as part of the client-side human service configuration.

Procedure

To add a note to a client-side human service:

Open the client-side human service you want to work with.
In the Diagram view, drag the Note tool from the palette onto the diagram.
Select the note and, in the Note tab, under Common, enter or paste the information that you want to include in the note. To make the text fit inside the note, drag a corner to resize the note box. If the note is not resized, the overflow text is replaced by an ellipsis.
Optional: If the information is relevant to a specified diagram node, connect the note to that node. A dotted connection associates the note with the node. The association is maintained if the node is renamed or moved on the canvas.
Click Save all to save the configuration of the client-side human service.