Automation Editor
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Building Automations
Editor functionality

Documentation notes

1min

Automation diagrams can be documented with rich text notes that can contain hyperlinks and images.

To add a note, click an action "plus" icon and choose the "add a note" option:



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Then, either double-click the note or single click and choose the "open rich text editor" option:

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The editor's toolbar lets you add a variety of formatting to the rich text:

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Notes can be copied and moved within the diagram, just like other action items.