Overview

The Notes API lets you attach simple text records to a top-level Field Model V1 entity (such as an event, exposure, quote, submission, person, organization, or policy). A note is just a body of text scoped to its parent entity. Key Concepts:

• Parent entity: Every note belongs to a parent entity, identified by entityType (PascalCase — one of Event, Exposure, Quote, Submission, Person, Organization, Policy) and entityId. The entityType is supplied as a query parameter on every endpoint.
• Body: The note body is a free-text string and must not be empty. It is the only field you can update.
• Listing: List returns a parent entity’s notes newest first. Select the parent with the entityType and entityId query parameters, and pass search to filter to notes whose body contains a substring (case-insensitive).
• Audit fields: Responses include createdAt/createdBy and updatedAt/updatedBy, plus a resolved createdByName for display.
• Soft delete: DELETE soft deletes the note; it no longer appears in list or get responses.

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API Endpoints

The five Notes endpoints are listed in the left navigation:

• List Notes (GET /notes) - Paginated list of a parent entity’s notes, newest first
• Create Note (POST /notes) - Create a note on a parent entity
• Get Note (GET /notes/{noteId}) - Retrieve a note by ID
• Update Note (PATCH /notes/{noteId}, PUT alias) - Update the note body
• Delete Note (DELETE /notes/{noteId}) - Soft delete a note

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Permissions

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Filtering (List Notes)

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Pagination

The list endpoint uses 1-based pagination: page=1 is the first page. Use pageSize to control the number of records per page (default 50).