You can use the rich text area field to create formatted text blocks and tables into your forms.
The rich text area field offers greater customization for your text, allowing you to create more readable blocks using paragraph tools and headers. Additionally, it lets you copy text from other sources while retaining much of the original formatting. This is especially useful when preserving elements like bullet points or tables from emails within your form.
The rich text area field can be found as an option for the text field in the process field setup.
- Field: Enter the field’s name.
- Group (optional): Select a field group.
- Type: There are five choices for Text fields: Text box, Text area, Text area (formatted rich text), Link, and Email.
- Instruction (optional): Text instructions that display on top of the text field that can provide a description on what to enter into the text field.
- Character limit (optional): Limit the number of characters available for entered text. You would want to limit the characters to force users to only enter information that is essential. Simply enter a number in the corresponding Character Limit box to limit the characters for a text field.
- Security: Choose the permissions for Staff, Agent, and Customer users.
The rich text area box displays on the form as a text area with text formatting options on the top.
The customizable options from left to right are as follows.
Bold: Bold your text.
Italicize: Italicize your text.
Underline: Underline your text.
Text Colour: Choose the colour for your text.
Text Size: Choose the specific font size for your text.
Paragraph: Choose the header type you want for highlighted text or new text. This can be used to create paragraphs and sub-paragraphs by separating titles with different header sizes.
Hyperlink: Create a shortcut in your text that links to a specific URL.
Numbered Bullet Point: Create a numbered list.
Bullet Point: Create a unnumbered list.
Blockquote, Code, and Code Block: See screenshot below.
Horizontal Line: Insert a horizontal line. Useful for breaking up text.
Insert Table: Insert a table into your text area. The default table is a 3x3 table but the rows and columns are customizable.
Remove Inline Formatting: Clears formatting on highlighted text. Useful if you copy in a bunch of text that you want the formatting to reset to default. This resets the formats of the text such as colour, size, headers, etc.
Undo: Undo last action in text area.
Redo: Redo latest undo'd action in text area.
Copy Example
A key use case of the formatted rich text area is to copy content directly from PDF documents or emails and paste it into the text area. Although certain elements, like images, cannot be copied, the formatted rich text area retains more of the original formatting, resulting in a cleaner and more readable text field.
Copying the text from this email:
Into the formatted rich text area:
