Basic Text Formatting
If you can enter multiple lines of text in a field, you can also use basic text formatting. After placing the cursor in such a multi-line text field, the text formatting panel becomes available. The panel provides formatting options and several others, such as the ability to add images.
The options for the text formatting panel are described below.
Bold
Select the text to highlight in bold and click the Bold button on the text formatting panel. Alternatively, click Bold and then enter the text, it will also be highlighted in bold.
Italic
Select the text to italicize and click the Italics button on the text formatting panel. Alternatively, click Italics and then enter the text, it will also be displayed in italics.
Underline
Select the text to underline and click Underline on the text formatting panel. Or click the button Underline and then enter the text, it will also be highlighted.
Strikethrough
Select the text you want to cross out and click Cross Out on the text formatting panel. Alternatively, click the Strike Out button and then enter the text, it will also be displayed in a strikethrough font.
Monospace
Select the text that you want to display in a monospaced font (a fixed-width font), and click the Fixed width button on the text formatting panel. Alternatively, click Fixed width and then enter the text, it will also be displayed in monospaced font.
Text Color
Select the text that you want to display in a different color and click Text Color on the text formatting panel. After that, you can choose a new color. Alternatively, click Text Color, select a color and then enter the text, it will also be displayed in the specified color.
Background Color
Select the text or table cells that you want to add a background color to, and click Background Color on the text formatting panel. Alternatively, click Background Color, select a color, and then enter the text, which will also have a background color added.
Heading
Select the text that you want to display as a title, and click the Title button on the text formatting panel, and then select the title level. Alternatively, click the Heading button, select the heading level and then enter the text, it will also be displayed as a heading.
Numbered Lists
Select the text that you want to display as a numbered list and click Numbered List on the text formatting panel. Alternatively, click Numbered List and enter the text, it will also be displayed as a numbered list.
To add a nested list, place the cursor anywhere in the line and press the Tab key. When you press Shift+Tab, the nested element moves up one level.
Example:
1. Log in to the system
2. Open a new entry
3. Enter the following values:
1. The value of A
2. Value B
4. Click the Save button
Bulleted Lists
Select the text that you want to display as a bulleted list, and click Bulleted List on the text formatting panel. Alternatively, click Bulleted List and enter the text, it will also be displayed as a bulleted list.
To add a nested list, place the cursor anywhere in the line and press the Tab key. When you press Shift+Tab, the nested element moves up one level.
Example:
• Log in to the system
• Open a new entry
• Enter the following values:
• Value of A
• Value of B
• Click the Save button
Quote
Select the text that you want to display as a quote and click the Quote button on the text formatting panel. Alternatively, click Quote and enter the text, it will also be displayed as a quote.
Code Block
Place the cursor anywhere in the text that you want to display as a block of code, and click Block of Code on the text formatting panel. Alternatively, click Code Block and enter the text, it will also be displayed as a code block.
Table
Place the cursor where you want to insert the table, click Table and select the number of rows and columns. After creating a table, you can select one or more cells, then click the Table button again to format the selected cells, insert or delete rows or columns, or delete the entire table.
Horizontal Separator
Place the cursor where you want to insert the horizontal separator (horizontal line) and click the Horizontal Separator button.
Link
Select the text that you want to link to the web page or file, and click the Link button. The Add Link dialog box appears. You must enter the URL of the web page or file in it. Alternatively, click the Link button and enter the text and URL in the appropriate fields in the Add Link dialog box.
Image
Click the Image button, the Add Image or Video dialog box will appear, in it you need to select an image or video file to add to the text field. You can also enter a hyperlink to an image or video in the dialog box, or select the desired file from the media library.
Alternatively, you can drag an image or video file into the text field. Another option is to copy an image and paste it into a text field using the standard copy/paste function.
Mention
For comment fields, the text formatting panel provides additional options, one of which is the ability to select a person who, when saving a record, will receive an automatically generated email with information from the comment field. When you click the Mention button, the Add Mention dialog box appears. In this dialog box, the person to whom the information from the comment will be sent by e-mail is selected.
The Add Mention dialog box can also be opened by entering the @ character. Several people can be mentioned in the comment.
Apply Knowledge
To perform a knowledge base search, click Apply the Knowledge article on the text formatting panel. After finding the desired Knowledge article, it can be applied to the request. In this case, the instructions from the Knowledge article will be added to the comment field.
This option is only available for comment fields in requests if at least one person in the space has the role of knowledge manager.
Email Template Field
Various fields of the record (or related data) can be added to the "Subject" and "Body" fields in the email templates. These fields can be selected by entering the two left curly brackets or (for the "Body" field) by clicking Email Template field (mail) on the text formatting panel.
This option is only available for the "Body" field of email templates (mail).
Add Reference
You can add a link to another post in the comment field. The system adds a note to it, showing who and when referred to the record. This option is also available for the instructions field in Knowledge articles.
When you click the Add Link button, the "Add Link" dialog box appears. In this dialog box, the record to be referenced is selected.
The Add Link dialog box can also be opened by entering the # character. Several entries can be referenced in the instructions to the Knowledge articles and comments.