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Note tree contextual menu

docs/User Guide/User Guide/Basic Concepts and Features/UI Elements/Note Tree/Note tree contextual menu.md

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Note tree contextual menu

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The note tree menu can be accessed by right-clicking in the <a class="reference-link" href="../Note%20Tree.md">Note Tree</a>.

Interaction

The contextual menu can operate:

  • On a single note, by right clicking it in the note tree.
  • On multiple notes, by selecting them first. See <a class="reference-link" href="Multiple%20selection.md">Multiple selection</a> on how to do so.
    • When right clicking, do note that usually the note being right clicked is also included in the affected notes, regardless of whether it was selected or not.

Available options

[!NOTE] When multiple notes are selected, only a subset of notes will be active. The ones that do support multiple notes will mention this in the list below.

  • Open in a new tab
    • Will open a single note in a new tab.
  • Open in a new split
    • Will open a split to the right with the given note within the current tab.
  • Hoist note
    • Will focus the note tree on this note. See <a class="reference-link" href="../../Navigation/Note%20Hoisting.md">Note Hoisting</a> for more information.
  • Insert note after
    • Allows easy creation of a note with a specified note type.
    • <a class="reference-link" href="../../../Advanced%20Usage/Templates.md">Templates</a> will also be present (if any) at the end of the list.
    • The note will be added on the same level of hierarchy as the note selected.
  • Insert child note
    • Same as Insert note after, but the note will be created as a child of the selected note.
  • Protect subtree
    • Will mark this note and all of its descendents as protected. See <a class="reference-link" href="../../Notes/Protected%20Notes.md">Protected Notes</a> for more information.
  • Unprotect subtree
    • Will unprotect this note and all of its descendents.
  • Cut
    • Will place the given notes in clipboard.
    • Use one of the two paste functions (or the keyboard shortcuts) to move them to the desired location.
  • Copy / clone
    • Will place the given notes in clipboard.
    • Use one of the two paste functions (or the keyboard shortcuts) to copy them to the desired location.
    • Note that the copy function here works according to the <a class="reference-link" href="../../Notes/Cloning%20Notes.md">Cloning Notes</a> functionality (i.e. the note itself will be present in two locations at once, and editing it in one place will edit it everywhere).
    • To simply create a duplicate note that can be modified independently, look for Duplicate subtree.
  • Paste into
    • If there are any notes in clipboard, they will be pasted as child notes to the right-clicked one.
  • Paste after
    • If there are any notes in clipboard, they will be pasted underneath the right-clicked one.
  • Move to…
    • Will display a modal to specify where to move the desired notes.
  • Clone to…
    • Will display a modal to specify where to clone the desired notes.
  • Duplicate
    • Creates a copy of the note and its descendants.
    • This process is different from <a class="reference-link" href="../../Notes/Cloning%20Notes.md">Cloning Notes</a> since the duplicated note can be edited independently from the original.
    • An alternative to this, if done regularly, would be <a class="reference-link" href="../../../Advanced%20Usage/Templates.md">Templates</a>.
  • Archive/Unarchive
    • Marks a note as archived.
    • If the note is already archived, it will be unarchived instead.
    • Multiple notes can be selected as well. However, all the selected notes must be in the same state (archived or not), otherwise the option will be disabled.
  • Delete
    • Will delete the given notes, asking for confirmation first.
    • In the dialog, the following options can be configured:
      • Delete also all clones to ensure that the note will be deleted everywhere if it has been placed into multiple locations (see <a class="reference-link" href="../../Notes/Cloning%20Notes.md">Cloning Notes</a>).
      • Erase notes permanently will ensure that the note cannot be recovered from <a class="reference-link" href="../Recent%20Changes.md">Recent Changes</a>.
  • Import into note
    • Opens the import dialog and places the imported notes as child notes of the selected one.
  • Export
    • Opens the export dialog for the selected notes.
  • Search in subtree
    • Opens a full <a class="reference-link" href="../../Navigation/Search.md">Search</a> with it preconfigured to only look into this note and its descendants (the Ancestor field).

Advanced options

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The advanced options menu offers some of the less frequently used actions for notes.

To access these options, first look for the Advanced option in the contextual menu to reveal a sub-menu with:

  • Apply bulk actions
    • Opens the <a class="reference-link" href="../../../Advanced%20Usage/Bulk%20Actions.md">Bulk Actions</a> dialog, to apply actions such as adding labels or moving notes to multiple notes at once (see <a class="reference-link" href="Multiple%20selection.md">Multiple selection</a>).
  • Edit branch prefix
    • Opens a dialog to assign a name to be able to distinguish clones, see <a class="reference-link" href="../../Notes/Cloning%20Notes/Branch%20prefix.md">Branch prefix</a> for more information.
  • Convert to attachment
    • Converts the selected notes to <a class="reference-link" href="../../Notes/Attachments.md">Attachments</a> of their parent notes.
    • This functional is most useful when dealing with image <a class="reference-link" href="../../../Note%20Types/File.md">File</a> notes that were imported from an external source or an older version of Trilium.
  • Expand subtree
    • Expands all the child notes in the <a class="reference-link" href="../Note%20Tree.md">Note Tree</a>.
  • Collapse subtree
    • Collapses all the child notes in the note tree.
  • Sort by…
    • Opens a dialog to sort all the child notes of the selected note.
    • The sorting is done only once, there is an automatic sorting mechanism as well that can be set using <a class="reference-link" href="../../../Advanced%20Usage/Attributes.md">Attributes</a>.
    • See <a class="reference-link" href="../../Notes/Sorting%20Notes.md">Sorting Notes</a> for more information.
  • Copy note path to clipboard
    • Copies a URL fragment representing the full path to this branch for a note, such as #root/Hb2E70L7HPuf/4sRFgMZhYFts/2IVuShedRJ3U/LJVMvKXOFv7n.
    • The URL to manually create <a class="reference-link" href="../../../Note%20Types/Text/Links.md">Links</a> within notes, or for note <a class="reference-link" href="../../Navigation">Navigation</a>.
  • Recent changes in subtree
    • This will open <a class="reference-link" href="../Recent%20Changes.md">Recent Changes</a>, but filtered to only the changes related to this note or one of its descendants.