Use notes on the canvas

While creating or editing a transformation or job, you can add notes to the canvas to help you and others understand the structure, design decisions, business rules, dependencies, and other aspects of your transformations and jobs.

For instructions on creating and editing transformations and jobs, see Create a job, Create a transformation, and Edit a transformation or job.

With a transformation or job open, take one or more of the following actions.

• Add a note

• Edit a note

• Reposition a note

• Delete a note

Add a note

1. In the canvas toolbar, click the Add Note icon. The Notes dialog box opens.

2. In the Note box, enter the content for the note.

3. To format the note, click Style, and then enter the font, color, and shadow options you want to use for the note.

4. Click Save. The note appears on the canvas.

Edit a note

1. Hover over the note on the canvas. The Delete and Edit icons are displayed above the note.

2. Click the Edit icon. The Notes dialog box opens.

3. In the Note box, edit the content of the note.

4. To edit the format of the note, click Style, and then edit the font, color, and shadow options for the note.

5. Click Save. The edited note is saved.

Reposition a note

To reposition a note, click and drag the note on the canvas to the location where you want it to appear.

Delete a note

1. Hover over the note on the canvas. The Delete and Edit icons are displayed above the note.

2. Click the Delete icon. The note is deleted.