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Adding basic Word formatting capabilities to Notes section (social pane)

  • 1.  Adding basic Word formatting capabilities to Notes section (social pane)

    Posted Mar 07, 2019 05:27 PM
    On my Opportunity Form I have a social pane with a Notes section. Is it possible to add basic formatting options such as bullets, justification, bold, font size, etc. to that Notes section? If so, how would I accomplish this?

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    Robert Dickens
    Customer Service Supervisor
    ATL Technology
    Springville, UT
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  • 2.  RE: Adding basic Word formatting capabilities to Notes section (social pane)

    Posted Mar 08, 2019 04:12 AM
    Edited by Iain Connolly Mar 08, 2019 04:12 AM

    Hi,
    I don't believe this is possible out of the box as the 'Notes' editor is a basic plain text editor, unlike the email entity WYSIWYG editor :( The notes pane will take some bullet points if the text is copied and pasted from say word but any justification of font size is stripped.

    There are solutions out there which will help add a custom element to the form where you can enter some rich text with formatting but the entry is not stored in notes.
    For example, PaulNieuwelaar's htmleditor on github. It may give you an idea of a solution but it would require you not to use notes and a 3rd part solution unless you can code something yourself?



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    Iain Connolly
    IJC 365
    Larkhall SC
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  • 3.  RE: Adding basic Word formatting capabilities to Notes section (social pane)

    Posted Mar 12, 2019 12:02 PM
    Thank you for your direction.

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    Robert Dickens
    Customer Service Supervisor
    ATL Technology
    Springville, UT
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