{"id":27369,"date":"2026-08-18T09:54:24","date_gmt":"2026-08-18T09:54:24","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=27369"},"modified":"2026-08-18T09:56:07","modified_gmt":"2026-08-18T09:56:07","slug":"how-does-work-post-it-window-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-does-work-post-it-window-in-idempiere\/","title":{"rendered":"How Does Work Post It Window In iDempiere"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Post-It in iDempiere is used to attach quick notes or reminders to business documents such as Purchase Orders and Sales Orders. It is accessed directly from the document&#8217;s additional actions menu, allowing users to record internal comments without changing any document data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This feature is used across standard business processes wherever a document needs a supporting reminder or internal comment, and applies broadly to Retail, Distribution, Manufacturing, and Services organisations running iDempiere.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Business Rules<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A Post-It record is only created once the user enters a note and confirms with OK.<\/li>\n\n\n\n<li>The Post-It record automatically links to the source document through the Table and Record UUID fields.<\/li>\n\n\n\n<li>Post-It content can include plain text or HTML formatting.<\/li>\n\n\n\n<li>Post-It notes do not alter or affect any data on the source business document.<\/li>\n\n\n\n<li>A single business document can have multiple Post-It records associated with it.<\/li>\n\n\n\n<li>Post-It records created from a document are also visible in the standalone Post-It window.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Prerequisites<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The source business document, such as a Sales Order or Purchase Order, must be open and saved.<\/li>\n\n\n\n<li>Users must have access rights to the document to add a Post-It note.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Navigation<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Menu \u2192 General \u2192 Post-It, or directly from any supported document using the additional actions (three-dot) menu.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Upon opening the standalone Post-It window, users see a list of notes with the Tenant, Organization, linked Table, Record UUID, and Description for each entry.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Configuration Steps<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Add a Post-It Note from a Document<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This step lets a user attach a quick note directly to the document they are working on, without navigating away or affecting the document&#8217;s data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open the document, such as a Sales Order, click the three-dot additional actions menu, select Post-it, enter a text or HTML note, and click OK.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Note (Text\/HTML)<\/td><td>Test<\/td><td>Free-form text or HTML content entered as the reminder or comment.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Clicking OK automatically creates a Post-It record and links it to the document the user was viewing.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Review Post-It Records<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The standalone Post-It window lists every note created across documents, letting users review or manage notes outside the originating document.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open the Post-It window to view the Tenant, Organization, linked Table, Record UUID, and Description of each saved note.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Tenant<\/td><td>POTS<\/td><td>Identifies the tenant the Post-It record belongs to.<\/td><\/tr><tr><td>Organization<\/td><td>Chennai Store<\/td><td>Identifies the organization scope of the Post-It record.<\/td><\/tr><tr><td>Table<\/td><td>C_Order_Order<\/td><td>Business table of the document the note is linked to.<\/td><\/tr><tr><td>Record UUID<\/td><td>80009_07\/24\/2026<\/td><td>Unique reference identifying the specific source document record.<\/td><\/tr><tr><td>Description<\/td><td>Test123<\/td><td>The note content entered when the Post-It was created.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Issue<\/strong><\/td><td><strong>Cause<\/strong><\/td><td><strong>Resolution<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Post-It note not saved<\/td><td>Popup closed or Cancel selected instead of OK<\/td><td>Reopen the Post-it option and click OK after entering the note.<\/td><\/tr><tr><td>Cannot find a note added earlier<\/td><td>Note was not looked up in the standalone Post-It window<\/td><td>Open the Post-It window and locate the record by Table and Record UUID.<\/td><\/tr><tr><td>HTML formatting not displaying as expected<\/td><td>HTML content entered incorrectly in the note field<\/td><td>Re-enter the note using valid HTML formatting, or use plain text instead.<\/td><\/tr><tr><td>Multiple notes appear for the same document<\/td><td>Several Post-It records were created separately over time<\/td><td>Review each Post-It entry individually; this is expected standard behaviour.<\/td><\/tr><tr><td>Note not visible from within the document<\/td><td>Note was created against a different document record<\/td><td>Verify the Table and Record UUID match the document currently open.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"672\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-Collaboration-PostIt.png\" alt=\"Tenthplanet Idempiere-Collaboration-PostIt\" class=\"wp-image-27370\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-Collaboration-PostIt.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-Collaboration-PostIt-300x197.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-Collaboration-PostIt-768x504.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Next Steps<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sales Order window \u2013 a common source document for creating Post-It notes.<\/li>\n\n\n\n<li>Purchase Order window \u2013 another common source document for creating Post-It notes.<\/li>\n\n\n\n<li>View Chat window \u2013 for structured, threaded discussion linked to a document, as opposed to a quick note<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Post-It in iDempiere is used to attach quick notes or reminders to business documents such as Purchase Orders and Sales [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,94],"tags":[],"class_list":["post-27369","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-system-admin"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27369","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=27369"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27369\/revisions"}],"predecessor-version":[{"id":27371,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27369\/revisions\/27371"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=27369"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=27369"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=27369"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}