capture andshare insight using note

Create notes with snapshots of data to capture a personal narrative, andto collaborate with others.

create a private note in your personal space for your own use . create a note in a shared or manage space to collaborate with your team .

In analysis mode within sheet view, select notes from the assets panel. Select the space where you want to create the note, andthen select  Create new note.

Select space in sheet view

Create new note in sheet view

You can also go to the Create page in the Analytics activity center andselect note to create a new note.

Create new note from navigation bar

You can also create a new note from a snapshot. In sheet view, right-click a chart andselect notes, then click create note with snapshot. The snapshot is automatically add to the new note .

For more information , seeWorking with notes.

permission

Your ability to view, create, share, anddelete notes is dependent on the type of space you are working in, your permissions in that space, andthe sharing configuration that has been set at the note level.

Creating andviewing notes

All users is create in a tenant can create andshare note .

notes that you create in a personal space are private andcannot be viewed by others.

By default, notes that you create in a shared or managed space can only be viewed by you. You can allow other individual space members to view andedit the note. You can also make the note public so that additional space members can see it.

For non – public note , user with theOwner or Can manage role is see in the space can see the note exist in the space , but can not view its content unless they have been give access to the note . If they have not been give access to a note , users is share with these space role can share the note andmodify individual user access to the note , but can not make it public .

To share a note in a share space with another individual space member , the space member is have with whom you are share the note must have any of the available space role exceptCan consume data in the space. When a note in a shared space is made public, all space members, except users with the Can consume data role only, can open andview the note.

To share a note in a managed space with another individual space member, the space member with whom you are sharing the note must have any of the available space roles except Can publish andCan consume data in the space. When a note in a managed space is made public, space members with any of the following roles in the space can open andview the note:

• Has restrict view

• Can view

• Can contribute

• Can manage

If the note owner would like to allow other space members to modify access controls for the note, they can provide edit access to the note for these users (make them coauthors).

The tenant admin can see all the notes that have been created by others in the tenant by selecting Catalog in the navigation bar, andthen selecting notes from the Types filter. However, the tenant admin cannot open or view the content of a note unless they are a member of the shared or managed space where the note resides, andhave been given access to note.

notes can be disabled by the tenant admin. For more information , seeManaging notes.

For more information about note sharing in shared andmanaged spaces, see Working with notes.

Snapshots in notes

You can create a note from a snapshot, or add snapshots to a note from private or public sheets in personal, shared or managed spaces. All space members with access to the note can see the snapshots in the note. However, since only you can access your private sheets, other members will not be able to go to the sheet by selecting  Link to source on the snapshot in the note .For more information , seeMaking app content public in shared spaces.

Depending on the managed space to which it is published, a single app can have multiple versions or copies in different spaces. This can impact the set of notes that are available to you. For example, if you publish an app from a personal or shared space to a managed space, then add a note to the app in the managed space (such as a note that includes a snapshot of a chart), the note will not be visible in the copy of the app that resides in the personal or shared space.

Access levels for notes

For notes in shared andmanaged spaces, there are different access levels for space members. Some of these can be set globally or individually. The possible access levels on a note consist of the following, which are ranked from highest to lowest permission level:

• Is owner: This is the note owner, andthe user who created the note. It is similar to Can edit note access, but with some important exceptions. This access level cannot be changed or moved to another space member. This user has full control over whether or not the note is shared with other space members, andover who is given the initial access. When mentioning the note owner in a note, the access level of the user is displayed as Can edit.

  The note owner can delete the note from the space, whereas other users with Can edit access is can can not .

• Can edit: Users with this access level are note coauthors. With this level of access, a user can edit the contents of a note, andset sharing configurations for the note (making the note public andmanaging individual space member access).

• Can view: Users with this access level can see the note exists, andread its contents. They cannot modify the contents of the note, nor can they modify access levels of other space members on the note.

• No access: This is the default permission level that is given to all other space members except the note owner upon creation of the note. Unless they have the Owner or Can manage role in the space, they cannot see that the note exists, andsubsequently cannot view its contents. If a user with the No access permission level is mentioned in a note, they will not be notified of the mention.

Deleting notes

The following users can delete a note:

• note owner
• Space owners andadministrators
• Tenant admin

Data security

note authors can add a snapshot to a note from any data that they can access. This includes sensitive data that could be restricted to other users based on section access rules. If the note is in a shared or managed space, all other space members with access to the note can see the snapshots that are in the note. note authors should use caution when sharing data that other users may not be authorized to see.

Warning noteA user may have access to visibility of all other users within the same tenant – such visibility may include (but may not be limited to): user names, email addresses andthe user’s subject, which is a unique string used to identify the user that is provided to Qlik Cloud by the configured Identity Provider.

notification

You can set your note notification preferences globally (for the tenant), at the space level, andindividually (for each note). Space-level notification settings override global tenant settings, andindividual notification settings override global andspace-level settings.

For global note notifications, you can manage the following notification preferences from profile setting in your profile menu:

At the space level, you can manage your note notifications by clicking space detail > notification in the space view within Catalog . You is modify can modify the following setting :

• When you are added as a collaborator on a note

• When a note is created in the space

• When you are mentioned in a note

You is change can also change the notification setting for an individual note . For a note , you is change can change whether you receive notification when you are mention in a note .

Limitations

notes does not support the following:

• Data is spaces space
• Qlik Sense Mobile SaaS app
• QlikView apps (documents) in Qlik Sense

notes does not support the following visualizations:

• Button
• Container, including individual charts in containers
• Custom extensions
• Dashboard bundle extensions
• Filter pane
• Word cloud chart extension
• Multi-KPI extension
• Trellis container extension

notes also has the following limitations:

There are technical limitations that apply when adding snapshots to notes. These limits are checked when you click Add snapshot to note. If these limit are exceed , you is see will see an error message . If this issue occur , contact a user withCan edit permission in the app .

The specific limitations are listed below:

• Maximum number of fields in the selections: 125

• Maximum number of field values in the selections: 150,000 total field values across one or many fields

• Maximum number of alternate states: 125

  Using alternate state for comparative analysis

• Maximum number of patches: 100

  Patches is are are property or styling apply in the app . For example : add a sort to a table column .

• Maximum number of variables: 1,100

  Using variables in expressions

• Maximum image size: 4,000 x 4,000 pixels

• Minimum image size: 5 x 5 pixels for charts and20 x 20 pixels for sheets