This guide is intended for users who want to insert formatted content (such as custom HTML code, complex tables, or specific styles) within a custom field managed by the TinyMCE editor.
Guide: Inserting Formatted Text (HTML) via the TinyMCE Editor
The TinyMCE editor allows you to easily insert formatted text (HTML). This is only possible if the custom field has been configured with the correct type.
1. Prerequisites: Identify the Correct Field
To be able to insert formatted text, the field must have been created with the "Long formatted text" type.
If you have not yet created the field:
1. Go to the custom fields configuration section.
2. When creating a new field, in the Field Type dropdown menu, select the Long formatted text option.
2. Accessing the Editor
Once the field has been created and associated with a module (e.g., Product, Page, Customer), follow these steps to insert content:
1. Access the record edit page (e.g., editing a specific product).
2. Look for and click on the tab containing additional fields. This tab will be called Additional Fields by default unless a custom Tab Name was specified when creating the field.
3. Within this tab, locate the field labeled with the Field Name you defined.
3. Inserting HTML Content
The Long formatted text field appears as a visual editor (TinyMCE) with a toolbar at the top.
1. To insert formatted text or simple HTML, you can type directly into the field and use the toolbar tools (bold, italic, lists, etc.).
2. To insert raw HTML code (e.g., a block of code copied from another source):
- Look for the icon representing source code view (usually identified by the symbol
< >or similar) in the editor's toolbar. - Click this icon to open the HTML source code view window.
3. Paste or edit your HTML code in the source code window.
4. Save changes in the source code window (if required by the editor).
5. Save the main record to save the formatted text.
Content inserted in this field will retain its HTML formatting and will be displayed correctly on the frontend (website or email) when called upon.
