In this article
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Overview
The Pipeline Use Notes feature enables you to add custom sticky notes to the Pipeline. These notes are saved with the Pipeline, and they are visible each time you click , even when the Pipeline is exported across projects, project spaces, and Orgs. Likewise, when the Pipeline Notes feature is enabled, you can view notes for every open Pipeline in Designer. Sticky notes also appear in Print Pipeline output, where you can view a Pipeline, its Snaps, sticky notes, and configuration details.
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When you copy a Pipeline with Sticky Notes, the notes are also copied with the Pipeline. Additionally, when you modify or add Sticky Notes in the copied Pipeline, the notes in the original Pipeline are also updated. |
Adding a Pipeline Note
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comments to a Pipeline for future reference. Each note allows a maximum of 1000 characters. When a Pipeline has notes, you can toggle the display on and off.
Your notes can be viewed by others. Notes are saved with Pipelines that you copy or move to a different project, project space, or Org. Notes also appear in Print Pipeline output.
Adding a Note
With a Pipeline open in Designer, add a note as follows:
Click the toolbar Notes button:
Click Add New Note. A blank note
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opens with your name on the top and the Notes button on the toolbar displays the number of notes associated with the Pipeline.
Drag the note to reposition it as required.
Click inside the note to add content.
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Click outside the note to save the changes.
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Move the mouse cursor to the note's border then click and drag. |
Deleting a Pipeline Note
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Toggle Notes Display
With a Pipeline open in Designer, toggle notes display on or off:
Click the toolbar Notes button.
Click .
Deleting a Note
With a Pipeline open in Designer, delete a note as follows:
Click the toolbar Notes button.
Click .
Click Delete Notes
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. A
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appears on all notes present on the canvas.
Click
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A deleted note cannot be retrieved if you save the Pipeline after deleting the note. To retrieve a deleted note, close the Pipeline without saving it and reopen the Pipeline. |
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to delete a note.