Editor Templates - Steps on how to create a Rich Text template for a Text Box field

Author: Luis Prudoth

Date: May 29, 2024

Audience: Everyone

Summary

In this article, you will learn how to create a Rich Text template for your Text Box fields, whether Predefined or Custom. Also, this can be applied to existing Text Boxes fields, not only while creating a new one.

Solution

1. Go to the Admin tab> Organization tab> Editor Templates> Add Editor Template. Then, create your custom rich text template; you can also include images and tables. Once you are done, click Save.

2. Go to Item Types located in the same Admin section and look for the item. Then, go to the Text Box field that you have available to apply the created rich text template. Finally, select the template using the Default Template droplist ("No Template") and then Save it.

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