As a Sys Admin, you can enable the Rich Text Editor (RTE), which can greatly enhance the experience of entering and viewing text in various fields for the users of your site. The RTE enables you to format text, add tables and bulleted lists, add images, and paste any combination of the aforementioned items into a field that utilizes it.
When enabled, the RTE will appear when editing or composing:
- Issue Description and Notes fields
- Knowledge Base articles
- Email Issues
Only users with Sys Admin permissions can activate Rich Text within your system. Once activated, any user can embed an image in any issue they can see. Embedding images into Knowledge Base articles requires the Can add, edit and delete Knowledge Base articles permission.
Steps:
- Click the gear icon in the upper right > click Defaults beneath System and scroll down to the Note Default section.
- Select Use rich text editing.
- Select your default font family and default font size.
- Click Update.
A confirmation message will appear when this process is complete.
Rich Text options will also now appear for:
- Description and Note fields on Submit / Edit Issue, Add / Edit Issue Template, and Add / Edit Scheduled Issue screens;
- The Add Note field on the Add / Edit Workflow screens.
- The Article field on the Add and Edit Knowledge Base Article screens.
Limitations
Please see this article for limitations on the Rich Text Editor.
