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Enabling the new HTML Editor

Enabling the New HTML Editor

We have released an update which replaces the existing HTML Editor interface with a new interface that is easier to use and quicker to access. After considering client feedback and current system functionality, we feel that this update can simplify the management of HTML content for many users.This implementation also allows the X3 system to generally handle HTML content more effectively, resulting in greater displaying and printing capabilities outside of the HTML Editor.

Old HTML Editor

In X3, there were a number of Multi-Line Text fields that were labeled with [HTML Editor] under the field name. A common field used with the HTML Editor is the Work Description field on Work Orders. When editing a work order, a user would see this:

By clicking the [HTML Editor] button underneath the field name, the system brought up the following page in a new window:

This page allowed you to use some of the more common text related functions within HTML without knowing much about HTML coding. There were a number of buttons on this page that allowed users to change the visual appearance of the field’s contents. You may find yourself familiar with many of these as they are common in word processing programs and many email clients.

New HTML Editor

We have implemented a new HTML Editor interface for Multi-Line Text fields. When enabled, this interface will replace the old interface shown above. When editing a work order with the new HTML Editor configuration on the Work Description field, a user may now see this:

To access this HTML Editor interface, click on the box in the top right of the field. This will open the new interface in-line with the rest of the form:

This HTML Editor works in the same way as the older interface, except that it appears directly on the form that you are editing without needing a popup window. This also allows HTML content to display properly on the detail and edit views without restricting direct editing. Additionally, the new HTML Editor interface is also available when editing in place with a save button at the right of the top row, as shown above.

Enabling the New HTML Interface

Option 1, Let eMaint do it for you as needed:

The new HTML Editor interface will be enabled automatically in areas where you have previously entered HTML type content. What this means is that if you view or edit a task, work order, or any other area of the system and any of the fields contain HTML content, the field will automatically turn on its HTML capabilities for this record and any other record in the system. If you have never used HTML then the field will remain a plain text entry field until an admin changes its behavior. This process will seamlessly convert all fields holding HTML content to the new interface without converting fields where the HTML Editor is not necessary. This brings us to the next option...

Option 2, Turning on the new HTML editor manually:

Any Multi-Line Text field can be configured to display the new HTML Editor interface. This configuration is stored in the Behavior drop-down in the field’s Properties display.

All Multi-Line Text fields initially start with the Default behavior, which causes no HTML Editor to display.

To manually configure a Multi-Line Text field to enable or disable the HTML Editor, a user must have permission to customize forms. First, open the Customize Form interface from the Options menu for the form that contains the field:

Then, click the wrench and screwdriver icon next to the Multi-Line Text field:

You will now see a popup with the Multi-Line Text field’s properties. In the drop-down next to Type, you may decide how the field behaves:

Default: This field will not display any HTML Editor interface when editing field values and will display field values as plain text in the detail view.

HTML Editor: This field will display the new HTML Editor interface when editing field values and will display field values as HTML content in the detail view.

After choosing the value for the desired behavior, click the Save button in the bottom right. You may now close the Properties popup and exit design mode to return to the form and use the newly configured field.