Level 3 Use a published line item on the Account Assignment UX for the comment

Hello,

I am unsure how to link the comment to the account that I assigned. It seems like I need to select the account first, and then provide comment for that particular account? Not sure how we can achieve it using a published line item.

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Answers

  • Can you provide a print screen and more detail?

  • I just want to insert new members into a numbered list, and when I do that, I want to add a comment about the newest member. I want the comment area to be a rectangular box, not just a column. I don't know how to do that.

  • HI @JZCG , Do you wish to expand your column size? If yes, you can do it by right clicking on line item ⇒ Column settings⇒ search the line item in your case Comment ⇒ give the appropriate size of your choice(like 150,200) ⇒ click OK and ⇒save the view

  • @sobaid, I'd prefer a separate text box if possible.

  • I recommend referring to the documentation or help resources immaculate grid provided by the software provider.

  • Within the Account Assignment UX, each account already has a built-in Notee section. You can access them by clicking on the specific account you want to add a comment to. This Buckshot Roulette section allows you to enter notes related to that particular account, providing some level of association between the account and the comment..