Creating a Note Field

Field codes can be included within a note. Because the text in field codes is variable text (the text within a field is tied to code), when you change a field code in your note or drawing sheet, for example, a date format, the field automatically updates.

Some field codes are bi-directional. For example, adding the Scale field code to a drawing sheet enables you to change the scale by editing the note, or, change the scale by changing the value from the Scale drop-down in the Sheet Setup group in the Detail tab.

  1. Click within the text of the note and place the cursor where you want the field to appear.
  2. Right-click to display the mini-toolbar.
  3. Click in the mini-toolbar to display the Insert Field window. The Fields tab displays the properties available for insertion. (Document properties are those that appear in the Properties panel when you click the top-level design in the structure tree.)
  4. Select a value from the category drop-down to filter the properties displayed in the Fields list. If you click Selected Object, you can click any object in the Design window or structure tree to make its properties available. If you select Formula, you can enter an expression, and include any numeric fields within the expression.
  5. Click a property in the Fields list.
  6. Click the Format tab to format the text within the field. The formatting options are based on the type of the property value. For example, strings can be formatted with upper case, lower case, initial capitals, or title case.
  7. Click OK to insert the formatted, dynamic field into the note at the cursor location. If the field is empty, check to make sure that the property you selected has a value by selecting the appropriate object and viewing the Properties panel.