Start with the pre-configured template. Modify the layout XML and layout XSL the way you want it. If you make the notes grid attribute searchable, the search will look only all values in the notes grid.
To add a notes grid attribute
- From the top-level navigation, open the Admin module.
- Select Customization.
- Select the Attributes Setup tab.
- Select the Scorecard/Notes Grid tab.
- Choose Notes Grid from the drop-down list.
-
Click New
.
- Under Properties, enter a name and a description. The system name will be generated. The default label is what the notes grid will be named in summary views.
- If you want the notes grid attribute to be global, select Global. A global attribute is required for all item types and optional for all work types.
- For each of the configuration options (Layout and Layout XSL), edit the XML.
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Click Save
.