Xurrent Help Center

It is possible to apply basic formatting to text in fields in which multiple lines of text can be entered. These formatting features are offered by the text formatting bar, which becomes available when the cursor is placed in one of these multi-line text fields. In addition to the formatting features, the text formatting bar provides a few advanced options (e.g. the ability to add images) that can be used within the text of some multi-line text fields.

The sections below describe the options provided by the text formatting bar.

Bold

Select the text that needs to be displayed in bold typeface and press the Bold button of the text formatting bar. Alternatively, press the Bold button and start typing the text that needs to be displayed in bold typeface.

Italic

Select the text that needs to be displayed in italic typeface and press the Italic button of the text formatting bar. Alternatively, press the Italic button and start typing the text that needs to be displayed in italic typeface.

Underline

Select the text that needs to be underlined and press the Underline button of the text formatting bar. Alternatively, press the Underline button and start typing the text that needs to be underlined.

Strikethrough

Select the text that needs to be displayed in strikethrough typeface and press the Strikethrough button of the text formatting bar. Alternatively, press the Strikethrough button and start typing the text that needs to be displayed in strikethrough typeface.

Monospace

Select the text that needs to be displayed in monospace typeface and press the Monospace button of the text formatting bar. Alternatively, press the Monospace button and start typing the text that needs to be displayed in monospace typeface.

Text Color

Select the text that needs to be displayed in a different color and press the Text Color button of the text formatting bar to choose a new color. Alternatively, press the Text Color button, choose a text color and start typing to see the text displayed in the chosen color.

Background Color

Select the text or the table cells that needs to be displayed with a background color and press the Background Color button of the text formatting bar. Alternatively, press the Background Color button and start typing the text that needs to be displayed with a background color.

Heading

Select the paragraph that needs to be displayed as a header and press the Heading button of the text formatting bar to select the header level. Alternatively, press the Heading button, select a header level and start typing the text that needs to be displayed as a header.

Numbered List

Select the text that needs to be displayed as a numbered list and press the Numbered List button of the text formatting bar. Alternatively, press the Numbered List button and start typing the text that needs to be as a numbered list.

To include a sub-list (or nested list), place the cursor anywhere within a line item and press the Tab key. Pressing Shift+Tab moves a sub-item back up a level.

Example:
1. Log in
2. Open a new record
3. Enter the following values:
1. Value A
2. Value B
4. Press the Save button

Bulleted List

Select the text that needs to be displayed as a bulleted list and press the Bulleted List button of the text formatting bar. Alternatively, press the Bulleted List button and start typing the text that needs to be as a bulleted list.

To include a sub-list (or nested list), place the cursor anywhere within a line item and press the Tab key. Pressing Shift+Tab moves a sub-item back up a level.

Example:
• Log in
• Open a new record
• Enter the following values:
• Value A
• Value B
• Press the Save button

Quote

Select the text that needs to be presented as a quote and press the Quote button of the text formatting bar. Alternatively, press the Quote button and start typing the text that needs to be presented as a quote.

Code Block

Place the cursor anywhere within the paragraph that needs to be presented as a code block and press the Code Block button of the text formatting bar. Alternatively, press the Code Block button and start typing the paragraph(s) that needs to be presented as a code block.

Table

Place the cursor at the position where a table needs to be inserted, press the Table button and select the number of rows and columns for the table. Once the table has been created, one or more cells can be selected, after which the Table button can be pressed again to format the selected cells, to insert or delete rows or columns, or to remove the entire table.

Horizontal Rule

Place the cursor at the position where a horizontal rule (or horizontal line) needs to be inserted and press the Horizontal Rule button.

Link

Select the text that needs to be linked to a web page or a file and press the Link button. This causes the ‘Add Link’ dialog to pop up in which the URL of the web page or file can be entered. Alternatively, press the Link button and use the ‘Add Link’ dialog to enter the text that needs to be displayed and the URL to which the text needs to be linked.

Image

Press the Image button and use the dialog that pops up to select the image or video file that needs to be displayed within the text field. The dialog also allows the hyperlink ( URL ) of an image or video to be entered. The dialog can also be used to select an image or video file from the Media Library .

Alternatively, drag and drop an image or video file in the text field. It is also possible to copy an image and to paste it in the text field using the standard copy/paste functionality.

Mention

The text formatting bar provides an advanced feature in Note fields that allows a person to be selected who should receive an automated email with the information entered in the Note field when the record is saved. Pressing the Mention button causes the ‘Add Mention’ dialog to pop up. This dialog can be used to select the person who should receive the note’s information via email.

The ‘Add Mention’ dialog can also be opened by entering the ‘ @ ’ symbol. Multiple people can be mentioned in a note.

Apply Knowledge

To search through the knowledge base, press the Apply Knowledge button of the text formatting bar. Once a knowledge article has been found, it can be applied to the request . This causes the instructions of the knowledge article to be added in the Note field.

This option is available only in Note fields of requests when at least one person has the Knowledge Manager role of the account.

Email Template Field

Different fields of a record (or related data) can be included in the Subject and Body fields of an email template. These fields can be selected by entering two left curly brackets or, in the case of the Body field, by pressing the Email Template Field button of the text formatting bar.

This option is available only in the Body field of the email templates .

Reference

In the Note fields it is possible to add a reference to another record. After another record has been referenced, the reference offers a link to that record. In addition, a system note is added to the referenced record to indicate who referenced it and when this was done. The Reference option is also available in the Instructions field of knowledge articles .

Pressing the Reference button causes the ‘Add Reference’ dialog to pop up. This dialog can be used to select the record that is to be referenced.

The ‘Add Reference’ dialog can also be opened by entering the ‘#’ symbol. Multiple records can be mentioned in a note or in the Instructions field of a knowledge article.