Note Editor Dialog

Help ID: dialog.note-editor

The note editor is opened from the Fleet grid notes, operational window, and maintenance popups. It writes to one of three tables depending on mode: dbo.ServerNote, dbo.ServerOperationalWindow, or dbo.ServersExtTooltipNote.

[Image omitted: Note editor]

The top of the dialog lists the existing notes/windows for the selected server. Selecting a row loads the note into the editor fields; saving after a selection updates that row. The New button clears the fields for a fresh note.

The editor uses one body field with a rendered preview. The source side stores exactly what the DBA types. The preview side renders the title and note body together so HTML or Markdown can be checked before saving.

The format selector applies to every formatted field in the dialog, including the title and note body:

  • Plain text escapes markup and preserves line breaks.
  • HTML renders the body as popup HTML, including supported links.
  • Markdown renders through Markdig for normal Markdown headings, bold, italic, lists, links, and related Markdown syntax.

Operational windows add date/time fields, a window type, and toggles that mark whether the window halts alerts or collections.

Unicode Note Decorators

The note renderer supports Unicode characters in plain text, HTML, and Markdown. Small symbols can make DBA notes easier to scan, especially when several notes appear in one popup. Use them as quiet leading decorators in the title or first line rather than sprinkling them through every sentence.

Suggested patterns:

  • ⚠ Backup copy late for a warning that needs attention.
  • ✓ Checked by Chad for a verification or sign-off.
  • ⏱ Saturday 22:00-02:00 for maintenance or business-hour timing.
  • ? Rubrik console for a management-site link.
  • ☑ DR restore sampled for a completed checklist-style note.
  • ⛔ Do not shrink for a hard stop or “do not touch” instruction.
  • ℹ Vendor access for context that is useful but not urgent.

Markdown example:

### ⚠ Backup copy late

Chad owns this SLA. Email **chad.hollis@example.local** before opening a vendor case.

[Rubrik console](https://rubrik.example.local/server/71)

HTML example:

<h3>? Rubrik console</h3>
<p>Chad owns this SLA:
<a href="mailto:chad.hollis@example.local">chad.hollis@example.local</a>.</p>
<ul>
  <li>Check SLA compliance before touching SQL Agent.</li>
  <li>Use the management site link in the popup.</li>
</ul>

Related: Server/database notes icon, Operational window icon, Maintenance/tool icon.