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Note steps

Note steps allow you to add notes directly to the flow canvas, to provide information about the flow.

Overview

The note step

  • Only unformatted text content can be entered into a note step.

  • Double-click on a note step to hide/show the content of the note. The note content is shown by default.

  • Information about the note is shown as the bottom of the note, including which user added the note, and the date and time when the note was last updated.

  • To edit a note, either:

    • Click on the note Settings icon and select Edit.

    • Click directly on the note name text.

  • To delete a note, click on the note Settings icon and select Delete.

Adding a note step

To add and configure a note step:

  1. Drag a note step onto the flow canvas where you would like to position the note.
  2. Enter a title for the note in the New Note text field.
  3. Enter the note content in the Add Note text area. Only unformatted text content can be added.
  4. Click Save to save the note onto the canvas.
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