Using the Jot Editor

The Folio Jot Editor is built for fast, lightweight capture — quick notes you take in the flow of work, not formal deliverables. Use a Jot for call notes, meeting context, an open question to follow up on, or anything you need to write down without ceremony.

For longer-form, shareable, structured documentation, use Folio Docs instead. See Compare Folio Jot and Folio Docs for a side-by-side feature comparison.

The Jot Editor is intentionally minimal and has three regions:

• Header — title and primary actions
• Body — the actual editing surface
• Jot list — when embedded on a record page, the list of Jots linked to that record

Header

The Jot Editor’s header runs across the top of the component and contains:

• Jot title — click to rename. Saves on blur.
• Save state indicator — Folio auto-saves as you type.
• New Jot — start a fresh Jot linked to your current parent record context.
• Tag entry — apply Tags to organize and filter your Jots in Folio Home. Type a Tag name; hit Enter or click + to create a new one, or pick an existing Tag from the suggestions.
• Actions menu — rename, clone, or delete the current Jot.

Body

The body is the editing surface. The Jot Editor and the Document Editor are built on the same base editor platform and share a common set of formatting capabilities — Jot is the lightweight tuning, optimized for fast capture.

Shared formatting (works the same in Jots and Documents):

• Headings (1, 2, 3)
• Bullet, numbered, and task lists
• Inline formatting — bold, italic, underline, strikethrough
• Links / hyperlinks
• Quote blocks and code blocks
• Slash commands (/) for inserting blocks and formatting
• Markdown syntax that converts on the fly (# , - , **bold**, etc.)
• Keyboard shortcuts for all common formatting
• Highlight any text to open a popout formatting menu inline

For the full formatting reference, see Formatting Documents and Jots and Use Keyboard Shortcuts.

Record Links (@ mentions)

Type @ in a Jot to insert an inline Record Link chip pointing at any Salesforce record on a Linkable Object — useful for cross-referencing a related Account, Contact, or Case from inside a Jot. Record Links are the only kind of @ mention supported in Jots; Live Fields and Related Lists are Folio Docs only.

See Insert Mentions with @ for the chip behavior, emoji legend, and how to insert one.

What’s not in Jots: Jots intentionally do not support images, tables, font color and size options, Live Fields, Related Lists, sharing, or Templates. If you need any of those, use a Document. The trade-off is speed — a Jot opens, takes a thought, and gets out of your way.

Jot list (on a record page)

When the Folio Jot Editor Lightning component is placed on a Salesforce record page, you’ll see a Jot list showing every Jot linked to that record. The list typically appears in the right sidebar or wherever your admin has positioned the component.

From the list you can:

• Open any Jot in the inline editor by clicking it.
• Switch between Jots without leaving the record page.
• Create a new Jot linked to the current record via the New Jot button.
• Search and filter Jots scoped to the current record (when supported by your build).

If you don’t see a Folio Jot Editor on a record page where you’d like to capture quick notes, ask your admin to add it. See Add Components to Lightning Pages for the admin walkthrough.

Jots on Folio Home

Jots also appear in Folio Home alongside Documents. Use the Type filter to view only Jots, or use search to find a specific one. Open a Jot from Folio Home and it expands into the same Jot Editor — from there you can read, edit, or move on to a different one.

Privacy and sharing

Unlike Documents, Jots are designed to be private to you and surface only via the role hierarchy. Your manager will see your Jots; lateral teammates will not, by default. There’s no per-user sharing UI on a Jot — that’s intentional. If you want to write something collaborative or shareable, use a Document instead.

Related: Using the Document Editor · Compare Folio Jot and Folio Docs · Browse Folio Home · Formatting Documents and Jots · Insert Mentions with @