Create One-Step Actions that Use Rich Text Fields

Rich Text capability can be used in One-Step Actions. You can create One-Step Actions that send e-mails with formatted text and embedded images to Customers, or that update Incidents with screenshots and numbered lists.

Good to know:

• When you insert Rich Text Fields into One-Step Actions, you can select how images are displayed when One-Step Actions are executed and Fields are populated with rich content. Right-click the inserted Field, and then select Display Images As. Click one of the following options: Small Thumbnails, Medium Thumbnails, Large Thumbnails, or Full Size.
• If you use a One-Step Action (example: Create Change from Incident) to send the contents of a Rich Text Field into a plain text Field, the Rich Text formatting and images are stripped out and reverted to plain text. If you use a One-Step Action to bring up a Rich Text Zoom window for a Business Object Field, the system will not recognize any font selections you made for that Field in the Form Editor during Form design unless the Field already contains text. The system will recognize the Custom Default font specified in Field Properties or the Global Rich Text Settings.

To create One-Step Actions that use Rich Text, include one or more of the following One-Step Action actions:

• Send an e-mail: You can specify the format for the message (Rich Text or plain text), use Rich Text formatting options for text provided in the e-mail body, and/or insert Rich Text Fields into the e-mail body.
• Write to a file: You can insert Rich Text or insert Rich Text Fields into file contents.
• Create a new Business Object: You can set Fields that can be automatically populated with Rich Text content (example: Incident Description).
• Create a child Business Object (example: Journals): You can set Fields that can be automatically populated with Rich Text content (example: Details).
• Update a Business Object: You can set Fields that can be automatically updated with Rich Text content.
• Print: You can insert Rich Text Fields to print, or use Rich Text for typed contents.
• Send Tweet: You can insert Rich Text or insert Rich Text Fields into Tweet contents.
• Popup: You can insert Rich Text or insert Rich Text Fields into popup contents.