Overview
The Rich Text Editor allows the user to edit Rich Text attributes and associated templates.
Using the Rich Text Editor| Sections | Description |
|---|---|
| Content Editor Window | The user can edit content in this section. The actions in the Ribbon act on the selected content within this window. |
| Template Tree |
The Template tree gives the user access to the already created templates. To add a template, navigate to the correct template in the Template tree and click Insert Into Text. Then save the page as a new template. |
| Template Preview |
The Template Preview section allows the user to preview existing templates. Navigate to the desired template on the Template tree and select the template. Preview the template in the Template Preview section. |
| Ribbon | The actions on the Ribbon are grouped in tabs. Clicking a tab switches the Tool Bar actions to a different set of actions. |
| Tab | Example | Description |
|---|---|---|
| Home |
|
This is the default tab that contains the most common actions. The Home tab is always available and allows the user to save the template. |
| Format |
|
The Format tab allows users to format margins and padding. |
| Image |
|
The actions in the Image tab can be used to change the source URL or the height and width of the image. |
| Hyperlink |
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Use the Hyperlink tab to edit the hyperlink. |
| Table |
|
The Table tab allows the user to customize tables in a page. |
The Text Library stores the predefined templates that are used in Rich Text attributes. Templates can be stored in the following two kinds of folders:
- Shared Templates: The templates that reside in this folder can be shared across Rich Text attributes within a process. Only a Full Access user can save templates in this folder.
- Individual Folder for each Rich Text Attribute: The templates that reside in the individual folders for each Rich Text attribute can only be used for that particular attribute by the template. The template can only be edited by the user that created it. A different user can, however, save the template and then edit the saved template.
Administration
- Navigate to the Admin Home page.
- Click Process Definition in the Commerce and Documents section.
- For the applicable process, select Documents from the Navigation drop-down menu, and click List.
- For the main document, select Attributes from the Navigation drop-down menu, and click List.
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Click the Name of an attribute with Rich Text in the Type column, or create a new Rich Text type attribute.
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Click Edit Templates.
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Enter and format the applicable content using the top toolbar options.
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Enter 'Dynamic Data' (i.e. content that is updated when an attribute value is modified).
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Click on the Dynamic Data icon.
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Select the applicable User or Data Document attribute, and the click Insert Into Editor.
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Click the X button to close the Dynamic Content window.
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Click Save Template.
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Enter the Template Name and choose the applicable folder from the Select Folder drop-down.
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Click Save.
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- Navigate to the Admin Home page.
- Click Process Definition in the Commerce and Documents section.
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For the applicable process, select Text Library Templates from the Navigation drop-down menu, and click List.
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The shared RTE folders and templates are displayed on the left-hand panel. The folders hold all template for the applicable RTE attribute.
Note: When a RTE attribute has multiple share templates, as shown above for the
coverLetter_tattribute, administrators can navigate to: Admin > Process Definition > Documents > Attributes to specify the desired template on the Default tab for the applicable attribute.
