Comments or notes can be added to your Records via the Text Area Field or the Comments feature
There are 2 ways to add comments or notes to your Records:
- Adding custom Text Area Field(s) to your form to allow users to leave free-text comments
The built-in Comments feature at the bottom of your form
When should I use the Text Area Field?
You should use a Text Area Field if you want to:
- Show the comments in a Layout or Work Queue, or if you want to be able to report on the Field via Table Reports
Have the ability to export the data from Risk Cloud
It is important to note that a Text Area Field will not automatically capture a date & time stamp when comments are left in the Field (though that information will be tracked via the Field Audit History). If you would like this functionality, you will need to create a Date Picker Field and have users manually select the time they left a comment. If multiple comments need to be left and you need to keep track of the date and time of each comment, you will need add multiple Date Picker and Text Area Fields in order to keep track of each comment. To learn how to create Fields, refer to the Create Fields article.
When should I use the Comments feature?
You should use the built-in Comments feature if you want to:
Have a date & time stamp automatically capture when new comments are added and by whom
Not have to create a new Field
It is important to note that you will not be able to display comments captured using the Comments feature in a Table Report, Layout, or Work Queue. You will only be able to see these comments when you click into a specific Record. To learn more about the built in Comments feature, refer to the Comments section in the Completing a Record article.