Difference between revisions of "Custom Field Type: Special - Rich Text"

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<u>'''Field Display'''</u>
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==General Description==
 +
Text box connected to the HTML Editor.
  
[[Image:Cf72.png]]
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While this Field Type can be extremely useful, there are several implications that need to be considered. Please see the Notes section below
 +
 
 +
==Field Illustrated==
 +
[[Image:Cf_tbrt_ex1.png|link=|900px]]
  
 
Please see article [[Pasting information from MS Word]].
 
Please see article [[Pasting information from MS Word]].
 
<u>'''General Description'''</u>
 
 
Text box connected to the HTML Editor.
 
 
<u>'''Field Options''' </u>
 
 
* '''Display Order''': The order (relative to other fields) in which this field is displayed
 
* '''Tab Name''': Displays the field under a given tab
 
* '''Field Name''': The name of the field, used internally to reference the user's input
 
* '''[[Caption]]''': The leading question or prologue before the field
 
* '''Searchable''': This field can be searched within the tracking application
 
* '''Track Changes''': Keeps track of changes made to this field
 
  
<u>'''Services'''</u>
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==Field Options==
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All common options:<br />
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[[Custom Fields - General Information #General_Settings|General Settings]]<br />
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[[Custom Fields - General Information #Role Field Permissions and Status Field Permissions|Permissions & Availability]]<br />
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[[Custom Fields - General Information #Classic Options|Classic Options]]<br />
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For further information, please refer to [[Custom Fields – General Information]].<br /><br />
 +
Options listed below are specific to this particular field type.<br>
 +
{{MaximumLength}}
  
* '''Enable Map Service''': displays the map icon next to the field name that will launch the user’s selected map service and display a map of the content of the field
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==Options==
* '''Enable People Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the contact details from those services
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The buttons available within the Rich Text Editor field as well as the colour of the editor can be controlled via [[Global Settings]] within the [[Rich Editor Settings]]. The settings apply to all Rich Text Fields in SmartSimple.
* '''Enable Organization Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the organisations details from those services
 
  
<u>'''Value Stores To'''</u>
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==Notes==
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IMPORTANT: While this Field Type can be extremely useful, there are several implications that need to be considered:
  
* '''Custom Field''': Enables linking two different custom fields to the same user data
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===Content===
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* Copying and pasting (i.e. from Microsoft Word, Google Documents or other word processing software) into rich text editor fields may have unexpected results. This is due to the special encoding added to the text that may be carried across. 
  
<u>'''Field Formatting Options'''</u>
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===Exporting===
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* Because of the additional encoding to support formatting, data stored in rich text fields is '''not''' suitable to be exported to Excel or used for MS Word merges or PDF.
 +
* If this field type is included in a [[Web Page View Field]], and is converted to PDF, the results could be unsatisfactory depending on the content that was entered or pasted into the field. (For example, tables or content wider than 700 pixels will get cut off when converted to PDF).
  
* '''Height''': Determines the height of the field
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===Usage===
* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font>
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* Having large numbers of these fields on a form is not recommended, as they cause additional load on the browser so will slow down page loading times and impact performance.
* '''[[Tool Tip]]''': Enter help text to be shown on mouse-over
 
* '''Read Only''': Checkbox
 
* '''HTML Tag''': Additional attributes to the field HTML tag
 
* '''[[Custom Fields – Detailed Descriptions#Visibility Condition|Visibility Condition]]''': Conditions upon which the field is visible
 
  
<u>'''Role - Field Permissions'''</u>
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* If [[Enhanced Security Mode]] is enabled, this field type is not available.
 +
* This field type is not intended to be added to list views.
  
These [[Custom Fields UTA Status Permissions|fields]] allow you to control who is allowed and who is denied viewing and/or modifying the field.
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==See Also==
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* [[Edit Data]] (Procedure to remove faulty HTML from this field)
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* [[Rich Editor Settings]]
  
[[Category:Custom Fields]]
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{{CustomFieldPageFooter}}

Latest revision as of 16:07, 11 November 2022

General Description

Text box connected to the HTML Editor.

While this Field Type can be extremely useful, there are several implications that need to be considered. Please see the Notes section below

Field Illustrated

Cf tbrt ex1.png

Please see article Pasting information from MS Word.

Field Options

All common options:
General Settings
Permissions & Availability
Classic Options
For further information, please refer to Custom Fields – General Information.

Options listed below are specific to this particular field type.

  • Maximum Length: Sets the maximum length of the text entry.
    • Show Counter determines whether a counter will be shown to the user.
    • Count Words sets the counter to count words (instead of characters, the default).
  • Exceeded Maximum Message: Message the user will see when they reach the maximum length

Options

The buttons available within the Rich Text Editor field as well as the colour of the editor can be controlled via Global Settings within the Rich Editor Settings. The settings apply to all Rich Text Fields in SmartSimple.

Notes

IMPORTANT: While this Field Type can be extremely useful, there are several implications that need to be considered:

Content

  • Copying and pasting (i.e. from Microsoft Word, Google Documents or other word processing software) into rich text editor fields may have unexpected results. This is due to the special encoding added to the text that may be carried across. 

Exporting

  • Because of the additional encoding to support formatting, data stored in rich text fields is not suitable to be exported to Excel or used for MS Word merges or PDF.
  • If this field type is included in a Web Page View Field, and is converted to PDF, the results could be unsatisfactory depending on the content that was entered or pasted into the field. (For example, tables or content wider than 700 pixels will get cut off when converted to PDF).

Usage

  • Having large numbers of these fields on a form is not recommended, as they cause additional load on the browser so will slow down page loading times and impact performance.
  • If Enhanced Security Mode is enabled, this field type is not available.
  • This field type is not intended to be added to list views.

See Also