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Tags for distributing notes

Question asked by jacobjz on Dec 18, 2015
Latest reply on Dec 18, 2015 by BillisSaved

I'm looking for a nice to way to distribute notes to many different parties depending on what tags are important to them.

 

I want to have one table of notes with a variety of 'tags' or categories to choose from. This is a finite list and will not expand. For instance, when creating the note you can flag it as "urgent" and relating to "finances" and "HR". You should be able to choose as many or few of these options as you want.

 

I then want a second table of just reports linked. You can create a report for a specific person, and then select which tags they will see. That way a person will see every item "urgent" item relating to "HR", but nothing in finances unless it has been cross tagged with one of the other categories. I want the reports to break down notes by tag, with separate headings for "urgent" and "HR". If an item is in both, it should appear twice on the report.

 

As I said these tags are a finite list, they can be hard coded in and I don't need the ability to add more. Ideally each note is a table line and the tags are just a series of text boxes you can tab through.

 

I apologize if this is a total newb question, and I appreciate any help!

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