Using the Designer

The Notebook designer is an intuitive easy to use tool that can be mouse or keyboard-driven. In this topic, we cover adding, editing, formatting blocks as well as adding expression to blocks to make them dynamic.

Adding Blocks

When you hover to the left side of the designer the Add (Plus (+) icon will appear. Clicking this icon opens the block selection menu.

You can also add blocks using the slash / command:

Editing Blocks

• Control Menu (⋮⋮) – You can use the control menu to drag a block to move it to another position. Clicking the control menu provides additional options to delete, duplicate, or change a block to a different type of block.

TODO: add gif on using the control menu to move sections around

Editing Text

All content blocks support the following keyboard shortcuts while editing:

Styling Text

You can apply different styles to all or part of the content of a text block. You can apply styles, including alignment and color, to any text selection using the formatting toolbar that appears when you select text:

Or using keyboard shortcuts

Adding Expression

When typing =, the following options are available:

1. Parameters – Displays any parameters that have been defined for the notebook.

2. Datasets – Displays the datasets connected to the notebook.

   • Selecting a dataset expands to show its available attributes.

   • After selecting an attribute, you can choose an aggregation function from the dropdown:

     • Sum – Returns the total of the selected attribute.

     • Average – Returns the mean value.

     • Max – Returns the maximum value.

     • Min – Returns the minimum value.

     • Count – Returns the number of records.

     • Distinct Count – Returns the number of unique values.

     • First – Returns the first value in the dataset.

     • None – Returns the raw attribute without aggregation.

       This functionality allows you to embed live dataset values directly into your text, making the block useful for combining narrative explanations with real-time data points.

Changing Blocks

Each block includes a control menu (⋮⋮) that provides options for managing or transforming the block. Selecting the menu opens a dropdown with the following actions:

• Delete – Remove the block from the sheet.

• Duplicate – Create an exact copy of the block directly below the original.

• Turn into – Change the block type without deleting and recreating it. Available conversions include:

  • Text

  • Table

  • Accordion

  • Heading 1

  • Heading 2

  • Heading 3

  • Blockquote

  • Callout

  • Numbered List

  • Bulleted List

  • Todo List

• Copy link to block – Generate a direct link to the block for quick navigation or sharing within the module.

While clicking and holding the block control menu (⋮⋮), you can move the block or swap positions with another block.