> For the complete documentation index, see [llms.txt](https://docs.flexikanban.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.flexikanban.ai/references/handlers/kanban-api-handler-types/create-note.md).

# Create Note

Run the **Create Note** action from a handler.

This action opens the **Salesforce Content Note** composer. It links the note to the card’s record.

Typical use cases include:

* Adding quick meeting notes to an Opportunity
* Capturing call summaries for a Contact
* Writing internal comments related to a Case or custom object record

<figure><img src="/files/ZI8rhTza7EWKOdYT7hRi" alt=""><figcaption></figcaption></figure>

### How It Works

When the element is clicked:

1. The handler runs.
2. The handler executes the **Create Note** action.
3. Salesforce opens the **dockable Note composer**.
4. The note is automatically associated with the record specified in the action parameters.
5. The user can enter note content and save it directly from the composer.

This provides a seamless way to capture important information while working within a Kanban board.

### Handlers and actions

* **Handler**: defines what happens when a user clicks a Kanban UI element.
* **Action**: an executable operation triggered by the handler.
* **Primary action here**: `Kanban API → Create Note`.
* **Optional follow-ups**: configure extra actions on success or failure.

See [Configuring Handlers](/standard-kanban/tools/configuring-handlers.md).

### Configuration

Configure the handler on the interactive element.

**Primary action type**\
`Kanban API`

**Primary action**\
`Create Note`

**Action parameters**\
See below.

### Parameters

| Name         | Description                                                        |
| ------------ | ------------------------------------------------------------------ |
| **recordId** | The Salesforce record Id that the created note will be related to. |

Example:

```
{opportunity.Id}
```

***

### Troubleshooting

Ensure that **Content Notes** are enabled in your Salesforce org.

To verify:

1. Go to **Setup**
2. Search for **Notes Settings**
3. Ensure **Enable Notes** (Content Notes) is turned on

If Content Notes are disabled, Salesforce will not allow the Note composer to open.


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