Navigate to the Form Editor
There are a few ways to do this. To determine the best way click here for the options on where to edit.
In the Form Libraries section of the Event Tab, add Cobalt's CRMUiUtility (cobalt_crmuiutility).
Select the cobalt_crmuitutility in the look up and click Add.
In the Event Handlers Section of the Event Tab (under Form Libraries), set Control to Form and Event to Onload
Click Add to add the CreateTextEditors Function and complete the fields as you see below.
- Library: cobalt_crmuiutility (should already be filled in for you)
- Function: CreateTextEditors
- Enabled: Yes (check box)
- Parameters: "schemaname1","schemaname2"
- Pass execution context as first parameter: No (checkbox stays blank)
*Note schema name is just a place holder in this example you will need to have the schema name for the field where you want the editor to be. For example, "cobalt_description" You do not need to have more than one field with the editor, but if you want one you must separate them with a comma as you see in the example.
Find the Field Schema Name by double clicking on the field in the form editor.
Click Ok to close the Form Properties pop up.
**Note** - If your description is not showing up on the portal, check the source code of your text. The WYSIWYG does not accept html from word formatting.
The WYSIWYG does not accept html from word formatting. If this is the case, you will see an "MsoNormal" tag inside your code. You will need to remove this in order to have the description appear on the portal. This most commonly occurs when people copy and paste from Word.
So the best practice is to type your text into the field to avoid the issue.