Predefined Note Tags

The Predefined Note Tags screen sets tags that can be used for sorting items in the Note Viewer. The tags can be applied to a note on that note's Edit Note xxx window.

Discipline is the default name of the leftmost column of tags on this screen. You can change this name if you like. Similarly, you can add or delete or edit the tags that appear in this column.

Example: Suppose you are an independent detailer who uses notes to communicate with the fabricator you are working for. You don't use notes to communicate with anybody else involved in the project. You might, therefore, want only two tags in this column: Fabricator and Detailer. The Detailer tag would be applied to notes written by you. The Fabricator tag would be applied to notes written by the fabricator. You could then choose to view, in the Note Viewer, only those notes written by the fabricator, or only those written by you.

Also see: Any tag entered on this screen can be selected as the Discipline tag for a particular note (xxx) on that note's Edit Note xxx window.

Status is the default name of the middle column of tags on this screen. You can delete, edit or change the tags if you like, and you can even change the name of this column.

Example: You don't like the name Status for this column because you think it might be confused with Status Display. You change the column head to "Detailer" and replace all of the tags that are entered to that column with the names Wallace and Charlie and Sue -- the names of the detailers that will be working on the project. This will help you to sort notes by the person who authored them when you are in the Note Viewer.

Note: The tags in this column have absolutely nothing to do Status or Edit Properties. You might think that they pertain to other SDS2 status settings, but they don't.

Also see: Any tag entered on this screen can be selected as the Status tag for a particular note (xxx) on that note's Edit Note xxx window.

Custom is a blank column for adding any note you choose. As with the other columns, you can change this columns name or add or edit any tags that are in it.

Also see: Any tag entered on this screen can be selected as the Custom tag for a particular note (xxx) on that note's Edit Note xxx window.

Allow nonstandard tags: or . You can find three instances of this check box option, one each under the three columns Discipline and Status and Custom.

If this box is checked ( ) for a particular column, then users can add new tags of that class while adding/editing a note on the Edit Note xxx window in Modeling See Discipline, Status and Custom.

If the box is not checked ( ), the users can only use tags that are in setup (on this screen). This will help keep the number of tags down. If you have setup password protected, it will also prevent unauthorized users from creating any new tags of their own.

  • The position of these form buttons on the screen tells you what settings they apply to. Click here for more information.
  • You can Copy ( ) the settings on this screen , then Paste ( ) those settings to a different screen of the same type.
  • Save ( ) saves a file to a global folder ( ) that is used by your current version of SDS2. Give the file a name that will help other users identify its purpose. Load ( ) replaces the settings on this screen with the settings that are stored in the file that you select.
  • When editing multiple screens at the same time, Paste and Load replace mixed entries to a single field with a single entry. Copy and Save ignore fields with mixed entries, treating them as if they have no entry or do not exist.

OK (or the Enter key) closes this screen and applies the settings.

Cancel (or the Esc key) closes this screen without saving any changes.

Reset undoes all changes made to this screen since you first opened it. The screen remains open.

  • If you delete a tag that has been used in a note, all notes that use that tag will be deleted.
  • Red or yellow exclamation point icons ( or ) indicate that a setting field is required to be filled out or corrected before the settings can be accepted by clicking OK. Hover your mouse cursor over the icon to make a tooltip appear with more information.