The Notes Widget allows you create, update, view, and delete notes for any entity in CRM. Each note contains a title, body and an optional file attachment.
This widget only works with a retrieved record (Form configured to an Entity).
Make sure you have a Form with Form Configuration and a TPC Form Layout already attached.
Drag and drop the Notes Widget from the Portal Connector widget list into the body of your form and click edit to display the properties prompt.
The Title will allow you to set the label for the control.
The Basic settings contains checkboxes allowing you to determine if a user is allowed to create, edit or delete any notes for a record. There are also Allow Uploading and Downloading Attachment options.
The Notes Per Page numeric textfield allows you to specify how many notes that will appear on a page. If there are more notes than the allowed amount, they will be organized onto a separate page.
A pager would show if this number is larger than existing number of annotations.
The Allowed Extensions textfield allows you to specify which files are allowed to be uploaded to a note. Each file extension type should be separated with a semicolon.
For example, this is the value set by default: