Using the Rich Text editor

Some text fields display a formatting toolbar that you can use to format the information you enter in the field. This is especially useful for instructions and email announcements to focus the reader's attention on important items.

When the Rich Text editor is enabled, the following options are available in the toolbar:

  • Font family - Select the font for the text (such as Verdana or Arial).
  • Formatting options - Display text in bold, italics, or underlined.
  • Font color - Change the color of the selected text.
  • Change font size - Increase or decrease font size.
  • Highlight color - Apply a highlighting color to selected text.
  • Alignment options - Align text left, center, or right.
  • Insert/Edit Link - Insert a hypertext link.
  • Upload Image - Upload and attach an image. For detailed instructions, see Inserting images in records.
  • Bullets and Numbering - Create numbered and bulleted lists.

Spell check is available by pressing CTRL and right-clicking to display the dictionary options.

The following keyboard shortcuts also work with the Rich Text editor:

Rich text toolbar options
  • Use the Tab key to navigate between options
  • Use Shift+Tab to navigate to a previous option
  • Use the Left or Right Arrow keys to navigate on the Toolbar
  • Press the Enter key to execute the action

Dialog box

  • Use the Tab key to navigate between fields or buttons
  • Press Shift+Tab to navigate to a previous field or button
  • Press the Esc key to close the dialog box
  • Use ALT+F10 to navigate between the tabs in the dialog box
  • Press Enter key to execute the OK or Cancel actions

Menu or list options

  • Press Shift+Ctrl+F10 or the Application Key to open the menu
  • Use Shift+Tab or Up Arrow key to navigate to a previous menu
  • Press the Enter key to select the menu option
  • Press the Enter or Right Arrow key to open the sub menu of the selected option
  • Press Esc or Left Arrow key to go back to the parent menu
  • Press Esc to close the menu
Select the text
  • Press Ctrl+A
Cut the selected text
  • Press Ctrl+X
Copy the selected text
  • Press Ctrl+C

Paste the selected text

Note: You cannot copy or paste images.

  • Press Ctrl+V
Undo the previous action
  • Press Ctrl+Z
Redo the previous action
  • Press Shift+Ctrl+Z
Apply bold formatting on the text
  • Press Ctrl+B
Make the selected text italics
  • Press Ctrl+I

Underline the selected text

  • Press Ctrl+U
To add a hyperlink to the selected text 
  • Press Ctrl+L
Displays the accessibility instructions when the focus is on a Rich Text field
  • Press Alt+0

Related topics

Updating tickets

Creating tickets

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  1. Cristy Castano

    "Switch to source editing - Work in the HTML code."

    I do not believe the above statement is accurate.  if it is, then please clarify exactly how one does this from the Description field which is the OOTB RTF on the forms in FPs?

    Jul 28, 2017 12:43
    1. Deval Faldu

      Thank you for the comment Cristy. I have removed the option.

      Warm Regards,

      Aug 03, 2017 08:43