How to Edit Custom Symbol Text Embedded in a Note

How to Edit Custom Symbol Text Embedded in a Note for the new (WYSIWYG) and legacy Note Editor.

Please review the NX video above for both the new and legacy note editors, and refer to the detailed instructions below.

Instructions for WYSIWYG Note Editor 

1.  Right mouse button click on the note with the Custom Symbol and select Edit.

2.  Place your cursor over the Custom Symbol in the note editor, right mouse button click and select Edit.

3.  Select the Note Title from the Text Attributes list in the dialog to activate the Enter Text field.  The lower portion of the dialog is where you can modify/enter the text (see Reference for Step 3 screen shot below).

4.  Once the text has been entered, click OK to return to the Note dialog and click Close to finish the edit.

Instructions for Legacy Note Editor

1.  Right mouse button click on the note with the Custom Symbol and select Edit.

2.  Set the drop-down menu for Category to Custom Symbol (see Reference for Step 2 below).

3.  Scroll down in the Note dialog to the List group where the Custom Symbol list is located (see Reference for Step 3 below).

4.  Right mouse button click on the Custom Symbol name and select Edit Text.

5.   Select the Note Title from the Text Attributes list in the dialog to activate the Enter Text field.  The lower portion of the dialog is where you can modify/enter the text (see Reference for Step 5 below).  

6.   Once the text has been entered, click OK to return to the Note dialog and click Close to finish the edit.