{"id":21268,"date":"2016-01-05T05:11:07","date_gmt":"2016-01-05T13:11:07","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=21268"},"modified":"2017-11-20T04:53:24","modified_gmt":"2017-11-20T12:53:24","slug":"how-to-display-a-rich-text-field-for-oneview-record-type-in-a-review-document","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/21268\/how-to-display-a-rich-text-field-for-oneview-record-type-in-a-review-document\/","title":{"rendered":"How to display a Rich Text field for OneView record type in a review document"},"content":{"rendered":"<p>\t\t<!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p>You can display Rich <i>Text<\/i> fields content in a review document of <i>OneView record type.<\/i><\/p>\n<p>This article describes the procedure to display a Rich Text field for <i>OneView<\/i> record type in a review document.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Users<\/li>\n<li>TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Prerequisites<\/h3>\n<div class=\"StepInstructions\">\n<p>You must have privileges to modify templates in <i>TopTeam<\/i>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Define a Rich Text field for One View record type <\/h3>\n<div class=\"StepInstructions\">\n<p>Create a new <i>Rich Text<\/i> field for <i>One View<\/i> record type using the <i>Record Type Fields<\/i> editor. For more information on creating a new field, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/1890\/defining-custom-field-for-a-record-type\/\" target=\"_blank\">Defining Custom Field for a Record Type<\/a>.<br \/>\nEnsure you select the <i>Rich Text<\/i> field option from the <i>New Field<\/i> drop-down menu in the <i>Record Type Fields<\/i> editor. <\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid31290-media_1447330022653.png\" width=\"317\" height=\"154\" alt=\"wpid31290-media_1447330022653.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">The new Rich Text field is created<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid31291-media_1447330149589.png\" width=\"582\" height=\"263\" alt=\"wpid31291-media_1447330149589.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. Add the Rich Text field to the One View record type form<\/h3>\n<div class=\"StepInstructions\">\n<p>For information on adding a field to the Form of a record type, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/21286\/how-to-add-a-new-custom-field-to-form-layout-designer\/\" target=\"_blank\">How to add a new custom field to the Form Layout Designer<\/a>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Open a OneView document and add data to the Rich Text field<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid31292-media_1447391276508.png\" width=\"630\" height=\"545\" alt=\"wpid31292-media_1447391276508.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4. Edit a template<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid31297-media_1449752112624.png\" width=\"741\" height=\"433\" alt=\"wpid31297-media_1449752112624.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>For more information on customizing the document template, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/6600\/how-to-customize-document-template-for-generating-reviews-and-approvals\/\" target=\"_blank\">How to add or customize a template for generating OneView Review Documents<\/a>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5. Insert a bookmark at the place where you want to display your Rich Text field<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid31293-media_1447393764569.png\" width=\"748\" height=\"598\" alt=\"wpid31293-media_1447393764569.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid31294-media_1447393970180.png\" width=\"384\" height=\"347\" alt=\"wpid31294-media_1447393970180.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>To add a bookmark, refer to the following steps:<br \/>\n1. Select the text or item to which you want to assign a bookmark, or click where you want to insert a bookmark.<br \/>\n2. Go to the <i>Insert<\/i> tab and in the <i>Links<\/i> group, click <i>Bookmark<\/i>.<br \/>\n3. Under Bookmark name, type a new bookmark name. Bookmark names must begin with a letter and can contain numbers.You can&#8217;t include spaces in a bookmark name. However, you can use the underscore character to separate words &mdash; for example, &#8220;First_heading.&#8221; <br \/>\n4. Click Add.<\/p>\n<p>&nbsp;<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 6. Add a Custom Property to the Word document (template)<\/h3>\n<div class=\"StepInstructions\">\n<p>For information on creating a Custom Property, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/6923\/how-to-create-new-custom-properties-for-oneview-custom-fields-for-the-reviews-and-approvals-default-template\/\" target=\"_blank\">How to create new Custom Properties for OneView Custom Fields for the Reviews and Approvals Default Template<\/a>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Ensure that the Custom Property name must be the same as the Rich Text field name<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid31295-media_1447395677634.png\" width=\"546\" height=\"544\" alt=\"wpid31295-media_1447395677634.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><i>Save<\/i> the document after adding <i>Custom Property<\/i> and upload it into the <i>TopTeam<\/i> application. The template for Reviews and Approvals has been edited.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p><strong><font color=\"#000000\">NOTE:<\/font><\/strong><font color=\"#000000\"> <\/font><br \/>\n<font color=\"#000000\">To display the same <i>Rich Text<\/i> field data at multiple places in the template, add bookmarks at the places where you wish to show that field&#8217;s data. Make a comma separated list of all the bookmarks and add them in its respective <i>Custom Property<\/i> <i>Value<\/i> field.<\/font><\/p>\n<p><font color=\"#000000\">E.g. Consider you have added these many bookmarks to your template:<\/font><\/p>\n<p><font color=\"#000000\">ttm_bk_cmp_logo<\/font><br \/>\n<font color=\"#000000\">ttm_bk_cmp_logo_1<\/font><br \/>\n<font color=\"#000000\">ttm_bk_cmp_logo_2<\/font><\/p>\n<p><font color=\"#000000\">Now, the <i>Rich Text <\/i>field&#8217;s <i>Custom Property Value field<\/i> will contain all these bookmarks: ttm_bk_cmp_logo,ttm_bk_cmp_loo_1,ttm_bk_cmp_logo_2<\/font><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">When a reviewer opens the review document, the Rich Text field&#8217;s value will display at the place where the bookmark was inserted<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid31296-media_1447400192128.png\" width=\"737\" height=\"641\" alt=\"wpid31296-media_1447400192128.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: December 4th, 2016<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview You can display Rich Text fields content in a review document of OneView record type. This article describes the procedure to display a Rich Text field for OneView record type in a review document. Who should read this? TopTeam Users TopTeam Administrators Prerequisites You must have privileges to modify templates in TopTeam. Step 1. Define a Rich Text field for One View record type Create a new Rich Text field for One View record type using the Record Type Fields editor. For more information on creating a new field, refer to the article Defining Custom Field for a Record <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[113],"tags":[288,114],"class_list":["post-21268","post","type-post","status-publish","format-standard","hentry","category-oneview","tag-oneview","tag-reviews"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-5x2","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21268","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=21268"}],"version-history":[{"count":11,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21268\/revisions"}],"predecessor-version":[{"id":36095,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21268\/revisions\/36095"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=21268"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=21268"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=21268"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}