PowerList Notes

This guide explains PowerList Notes what this screen is for, how the table works, how to add/edit templates, and how saving/deleting behaves.

PowerList Notes is where you create and manage reusable note templates tied to your PowerLists.

Each template includes:

• a Title,
• one or more linked PowerLists,
• and formatted Notes content.

You can also use placeholders in the note body (double curly-brace format) so contact values and current date/time can be inserted later when templates are used in other parts of the product.

Repeated for clarity: one row in this module is one reusable note template, not a one-time note entry.

📋 Main list view#

When the page opens, you see your organization’s PowerList note templates in a table.

➕ Add PowerList Note#

Click Add PowerList Note to open the create form. The list view hides while the form is open.

📑 Table columns#

🔎 Finding entries

• Use Search above the table to filter rows.
• Change rows-per-page when needed.
• Use paging controls (Previous, Next, page numbers) for longer lists.

✏️ Add or edit a template#

• Add: click Add PowerList Note.

• Edit: click Edit on a row.

Both actions open the same form. In edit mode, the heading is typically Edit PowerList Note and existing values are prefilled.

🔙 Back

Click Back to return to the list without saving.

Important repeat: Back discards unsaved form changes.

📝 Form fields#

🏷️ Title

A short, clear template name (for example, "Follow-up call summary").

• Required before save.
• Should be unique within your organization.

⚠️ Duplicate titles

If a title already exists, save fails and an error message appears until you use a different title.

🗂️ PowerLists#

Choose where this template should be available.

• You can select one or many PowerLists.
• List usually shows active PowerLists available for your organization.
• Help icons beside labels explain expected usage.

📝 Notes#

This is the main body of your template.

• Rich-text editor supports standard formatting (headings, lists, bold, links, etc.).
• Content is saved exactly as entered when you submit.

🪄 Placeholders

Above the editor, you may see placeholders in {{double_curly}} format (including date/time placeholder such as {{current_dateTime}}).

• Use exact spelling shown on screen.
• When supported in downstream workflow, placeholders are replaced with actual contact values and current date/time.

Repeated for clarity: placeholder text must match exactly, including brackets.

💾 Saving (Submit)

Click Submit to save template changes.

• While saving, short wait message may appear.
• On success, confirmation appears and screen returns to list.
• On failure, error message explains what to fix.
• If required fields (like Title) are missing, validation prompts appear before save.

🗑️ Deleting a template

Click the row trash icon and confirm.

• After confirmation, template is removed.
• You stay in the same module and get a success/error notice.