Embedding Records in Rich Text Editor using Quick Explorer


You can drag-and-drop record(s) from Quick Explorer to a Rich Text field to embed records’ links.

For information on Quick Explorer, refer to the article Using Quick Explorer.

In this article, you will learn how to embed records’ links in a Rich Text field using Quick Explorer.

Who should read this?

  • TopTeam Users

Step 1.1. Open a Rich Text field – for example, Acceptance Criteria field of a User Story

Step 1.2. Click Link

For information on other methods to open Quick Explorer, refer to the article How to open Quick Explorer.

Step 1.3. Drag-and-drop record(s) to the Rich Text field for embedding link

Step 1.4. Link of the dragged record has been embedded

You can also copy-paste a record in Rich Text field using right-click menu

Alternatively, you can use keyboard shortcuts to Copy (Ctrl+C) records from Quick Explorer window and Paste (Ctrl+V) them into a Rich Text field to embed links.

NOTE: If association is defined between the two record types, Traceability Link will be created between the record and embedded link record.

Related Articles

Adding Traceability Link using Quick Explorer

Using Quick Explorer

See Also

Configuring Traceability Schema/Rules for Record Types

Using Rich Text Editor

Revised: August 27th, 2019