Using the RTF editor


Use the rich text format (RTF) editor to format the text in fields. It provides commonly used functions, such as formatting text, creating tables, inserting links, and creating and linking bookmarks. The RTF editor reduces the efforts of formatting the text by providing a What-You-See-Is-What-You-Get (WYSIWYG) interface. You can use the RTF editor in fields that have the RTF RTF icon.jpg icon next to them. 

For information on RTF editors for Progressive Web Applications (PWA), see Adding-rich-text-fields-in-Progressive-Web-Applications.

Features of the RTF editor

The RTF editor has the following features:

  • Supports all use cases for rich-text fields in BMC Helix ITSM: Knowledge Management applications. 
    • When the article content uses standard HTML markup, the RTF editor renders the article without any loss of formatting.
    • Helps you edit the existing articles.
  • Supports rich-text field editing capabilities.
  • Maintains formatting when you copy content from Microsoft Word, Microsoft Outlook, or HTML and paste it into an RTF-enabled field. 

Important 

  • In the 26.1.00 version of BMC Helix ITSM, Froala does not support the find and replace functionality. Also, Edit table and Edit Video dialog boxes, and the ability to resize them, are available only in the pop-up editor window and not in the inline editor

  • The Smiley (emoji) toolbar is disabled to avoid external URL references.

Functions available in the RTF editor

The functions are available in both the inline fields editor and the pop-up editor.

Function

Action

Type

 Picture1.png

Select the font type and point size from the list.

Text

Picture2.png

Make the selected text bold, italicized, or underlined.

Text

Picture3.pngSelect the text color and text background from the list.Text
Picture4.pngShow the More Text drop-down toolbar options.Text (More)
Picture4.pngPicture5.pngMake the selected text strikethrough, subscript, or superscript.Text (More)
Picture4.pngPicture6.pngSelect the text Inline class and style, and clear formatting.Text (More)
Picture4.pngPicture7.pngInsert special characters and insert a horizontal line.Text (More)
Picture8.pngAlign the paragraph evenly on the left.Paragraph
Picture9.pngShow the More Paragraph drop-down toolbar options.Paragraph (More)
Picture9.pngPicture10.pngAlign the paragraph evenly on the center, right, and justify.Paragraph (More)
Picture9.pngPicture11.pngCreate an ordered or unordered list.Paragraph (More)
Picture9.pngPicture12.pngSet the paragraph format and styleParagraph (More)
Picture9.pngPicture13.pngIncrease or decrease paragraph text line heightParagraph (More)
Picture9.pngPicture14.pngIncrease or decrease paragraph indentParagraph (More)
Picture9.pngPicture15.pngIncrease or decrease quoteParagraph (More)
Picture16.png

Insert a link to any URL, to a bookmark, or to an email.

Click the unlink icon to remove a link. For more information, see Adding and removing links.

Insert Link
Picture17.pngInsert an image into the  RTF  field. For more information, see Adding an image.Insert Image
Picture18.png

Insert a video into the RTF field.

Important: For this toolbar menu to be available, you must enable the following CCS (or config.properties) setting to true, which allows <iframe> tags into the markup (disabled by default).

arsystem.rtf_allow_iframe

Insert Video
Picture19.pngInsert a table into the  RTF  field. For more information, see Adding a table.Insert Table
Picture20.pngShow the More Rich (Insert) drop-down toolbar options.Insert (More)
Picture20.pngPicture21.pngCreate a bookmark in a document that is referred through a URL. For more information, see To create a bookmark.Insert (More) Bookmark
Picture20.pngPicture22.png

Create a link to a BMC Helix ITSM Knowledge Management article.

Note: This toolbar button is only available in RTF fields when working in Knowledge Management.

Insert (More) Link Knowledge Article
Picture20.pngPicture23.pngAdd an expandable section to provide additional information.Insert (More) Expand Collapse section
Picture24.pngShow the More Misc drop-down toolbar options.Misc (More)
Picture24.pngPicture25.png

Undo and redo to remove the last (approximately 30) changes made in the RTF editor or reverse the undo action.

Misc (More)
Picture24.pngPicture26.pngSelect all text in the editor.Misc (More)

You can perform the following actions by using the Insert Link icon:

Goal

Action

Screenshot

Link to a web page

  1. Click the Insert Link icon Picture16.png.​​​
  2. In the URL field, type the URL of the web page.
    For example, www.bmc.com
  3. In the Text field, enter the link text.
  4. Click Insert.

Picture27.png

Link to a Bookmark

  1. Click the Insert Link icon Picture16.png.
  2. Click the Link to Bookmark drop down icon Picture28.png to display the list of available bookmarks on the page.
  3. Select a bookmark from the list.
  4. Click Insert.

Picture29.1.png

Link to a knowledge article
  1. Click the Link Knowledge Article icon Picture22.png.
  2. Enter a published knowledge article ID.
    (Optional) Alternatively, click Search to find a knowledge article.
  3. Click OK.

Important: This option is only enabled when working within an RTF field in the BMC Helix ITSM Knowledge Management.

Picture30.png

Link to an Email message

  1. Click the Insert Link icon Picture16.png.
  2. In the URL field, type the email address using the ‘mailto’ protocol.
    For example:
    mailto:you@example.com
    To add a Subject and a Body details in the email, enter the following parameters:
    mailto:you@example.com?subject=Feedback&body=My%20Feedback
    Important: 
    Make sure spaces and special characters are URL encoded.
  3. Click Insert.

Picture31.png

Remove links

  1. Select the link that you want to remove to open the Edit Link window.
  2. Click the Unlink icon Picture32.png.

 

To create a bookmark

  1. Select the text in the pop-up editor for which you want to create a bookmark.
  2. Click the Insert Bookmark toolbar button Picture21.png.
  3. In the Bookmark Properties dialog box, enter a name for the anchor or bookmark.
    Picture33.png​​​​​​
  4. Click OK.

The following screenshot illustrates the bookmarked text displayed with a red flag icon Picture34.png that prepends the text.

Picture35.png

To edit the bookmark name or remove the bookmark, double-click the bookmark icon to display the Bookmark Properties dialog box.

To add an image to a Rich Text field

You can add images in the following ways:

  • Copy and Paste method
    1. Select the image and type Ctrl + C.
    2. Place the cursor to the desired insert location.
    3. Type Ctrl + P.
  • Insert image method
    1. Click the Insert Image button Picture36.png, and perform one of the following actions:
      • If the Rich Text field has an associated attachment pool field (to store image attachments),  drag and drop an image.
        (Optional) Alternatively, click to select from a local File Explorer dialog.
        Important: This option will not appear if there is no associated attachment pool field.
        Picture37.png
      • On the URL tab Picture16.png, type or paste the URL of the image.
        Picture38.png
    2. Click Insert.

To edit image properties after insertion

You can edit the image properties in the following ways:

  • Image properties method
    1. Click the edit image icon on the top left corner of the image.
      Picture39.png
    2. (Optional) Type the alternative text of the image.
    3. (Optional) Add a link URL to the image.
      When the image is clicked, the URL opens in a new browser tab.
  • Drag and resize method 
    Resize the image using the drag handle on the bottom-right corner.

To add and edit a table

  1. Click the Insert Table button Picture19.png to insert a table in a Rich Text field. 
  2. Hover the cursor to determine the initial number of rows and columns.
    Picture40.png
  3. Click to set the number of rows and columns.
  4. (Optional) To edit the table properties, click a cell in the table to open the Edit Table pop-up.
    Picture41.png
  5. Click a button in the Edit Table pop-up.
    ButtonDescription
    Picture42.pngInsert table header
    Picture43.pngInsert table footer
    Picture44.pngDelete table
    Picture45.pngInsert or delete table rows
    Picture46.pngInsert or delete table columns
    Picture47.pngAdd table styles
    Picture48.pngMerge or split table cells
    Picture49.pngChange table cell background color
    Picture50.pngChange vertical alignment (top, middle, bottom)
    Picture51.pngChange horizontal alignment (left, center, right, justify)
    Picture52.pngHighlight cell

     

Shortcut keys in the RTF editor

Use the shortcut keys to navigate and execute operations quickly and easily. The following tables list the shortcut keys available in the RTF editor:

General RTF shortcut keys

Shortcut key in WindowsShortcut key in MacDescription
Common formatting and actions
Ctrl + B ⌘ Cmd + BApplies bold formatting to a text fragment.
Ctrl + I 

⌘ Cmd + I

Applies italics formatting to a text fragment.
Ctrl + U ⌘ Cmd + UApplies underline formatting to a text fragment.
Ctrl + S ⌘ Cmd + S Applies strike-through formatting to a text fragment. 
(Also applies to saving)
Ctrl + Z ⌘ Cmd + ZUndoes your last action.

Ctrl + Y

Ctrl + Shift + Z 

⌘ Cmd + Shift + ZPerforms a redo operation.
Ctrl + K ⌘ Cmd + KInserts a link.
Ctrl + P ⌘ Cmd + PInserts an image.
Ctrl + C 

⌘ Cmd + C

Copies a text fragment.
Ctrl + V 

⌘ Cmd + V

Pastes a text fragment.
Ctrl + A ⌘ Cmd + A Selects all document content.
Navigation and Indentation

Ctrl + /

Alt + F10 

⌘ Cmd + / (Access toolbar icons)

Displays the focus toolbar
Ctrl + ] ⌘ Cmd + ]Increase indent
Ctrl + [ ⌘ Cmd + [Decrease indent
Ctrl + ' ⌘ Cmd + 'Increase the quote level
Ctrl + Shift + ' 

⌘ Cmd + Shift + '

Decrease the quote level
Tab Edit the next cell of the table
Shift + Tab  Edit the previous cell of the table

Troubleshooting

In some cases, the resize handle arrow on the bottom of the RTF editor dialog box disappears. Solution: Close and re-open the RTF editor. The resize handle appears.

 

 

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