Use the dedicated Notes tab within the case to:
Save important information in an easily accessible location.
Store detailed information related to the case, such as scan results, reports, and more.
Automatically Manage Notes: Essential Steps
Efficiently manage cases notes using steps provided by Torq:
Add a New Note to a Case: Use the Mark as Key optional parameter (also available when updating notes) to highlight a note as key, ensuring it appears in the case Overview tab for better visibility.
Update an Existing Note
List Case Notes
Get Specific Case Note
Remove a Note from a Case
The note body allows for up to 15,000 characters and supports HTML formatting.
Automate Responses to Note Changes
Use the Note updated workflow trigger to execute a workflow whenever a note is added, updated, or deleted from the case.
Mark Notes as Public
Mark notes as public to distinguish them from other notes and indicate their potential communication with external stakeholders outside of Torq case management.
To mark a note as public, use the Visibility optional parameter in the Add a New Note to a Case or Update Case Note steps and select the value Public. Notes can also be marked as public from the Notes tab when you open a case from the Cases page.
Automatically Manage Public Notes
The note's visibility status is available when the note is retrieved. Use this status to automatically share the comment outside of Torq case management.
One way to do this is to use the Note updated workflow trigger and add a trigger condition to check that the note visibility is public. Information can be extracted from the case or from the note to convert it to an external update.
Use Case Example: Adding IP Enrichment Results as a Note
For example, after conducting an IP enrichment, the results can be automatically added to the case as a note, ensuring that all relevant data is compiled and accessible within the case.
