Formatting Toolbar

Formatting is available on MYOB Acumatica forms in which the details area or tab has a text area with a rich text editor. In the text area, you can add detailed information about some record or text to be used in some other way (for example, in a message or an email). The formatting toolbar has buttons you can use to edit text, change the typographical treatment of the text, and format it. You can also click buttons to add files and insert images.

The formatting toolbar is located above the text area (see the screenshot below) and may include standard and form-specific buttons.

You use the standard buttons on the formatting toolbar to write and edit text, use the clipboard, and format the text in the text area.

Standard Formatting Toolbar Buttons

The following table lists the standard buttons that a formatting toolbar might include.


Button	Icon	Description
Visual		Provides the following menu commands: Visual: Opens the editor view, where you can input and format the text. HTML: Opens the editor in HTML view, where you can input multiple HTML elements. Note: We recommend that you use the Visual view to avoid misprints in HTML tags. Plain text: Opens the plain text view, in which all the formatting is removed. You can edit the text without formatting. Preview: Opens the preview mode, where you can view the content as it will look.
Undo		Cancels the most recent changes you have made.
Redo		Restores the changes you canceled by clicking Undo.
Style		Applies the selected style to the text. The following styles are available: Paragraph, Header1, Header2, Header3, Header4, Header5, Header6, Preformatted, or Quote.
Bold		Marks the selected text in bold style.
Italic		Marks the selected text in italic style.
Underline		Marks the selected text as underlined. You can also use the following menu commands in the drop-down list: Strike Through: Marks the selected text as strike through. Subscript: Marks the selected text as subscript. Superscript: Marks the selected text as superscript.
Font Color		Changes the color of the selected text to the color you click.
Text Highlight Color		Highlights the selected text in the color you click.
Align Text Left		Aligns the selected text to the left with a ragged right margin. You can also use the following menu commands in the drop-down list: Center: Centers the selected text. Align Text Right: Aligns the selected text to the right with a ragged left margin. Justify: Aligns the selected text evenly between the left and right margins.
Numbered List		Starts a numbered list or converts the selected text to a numbered list.
Bulleted List		Starts a bulleted list or converts the selected text to a bulleted list.
Increase Indent		Moves the paragraph farther away from the margin.
Decrease Indent		Moves the paragraph closer to the margin.
Paste Text Mode		Switches the mode of pasting text from the clipboard. Select the button to remove formatting of the pasted text. Or clear the selection to keep formatting of the pasted text.
Insert		Displays the toolbar that contains the following buttons: Image: Opens the Insert Image dialog box, which you can use to insert an image into the text area. The dialog box is described in the Insert Image Dialog Box section of this topic. Link: Opens the Insert Link dialog box, which you can use to insert any links into the text area. The dialog box is described in the Insert Link Dialog Box section of this topic. Macros: Provides the following options: TOC: Inserts a table of contents, which contains all headers of the current document. Subarticles: Inserts a table of contents, which contains all the subarticles linked to the current article. Info: Inserts an info box. Warning: Inserts a warning box. File list: Inserts a control that lists all the files attached to the article. Code: Opens the dialog box for inserting code. IFrame: Opens the dialog box for specifying the parameters for inserting the frame. Placeholder: Inserts a placeholder in the text area that can be replaced with the appropriate text. This button is available for templates only. Data Field: Displays a list of available data fields for selection. This button can be used to insert a field value in a notification related to a business event. For details on the business events, see Using Business Events. Previous Data Field: Displays a list of data fields whose previous values can be inserted in the text area. This button can be used to insert a previous field value in a notification related to a business event. The system will insert the placeholder with the `PREV` function, for example `PREV((CRCase_status))`. For details on the business events, see Using Business Events. Template: Provides the list of notification templates that can be copied into the text area.
Layout		Displays a toolbar that contains the following buttons: Create Section: Creates a section in the editing area. Remove Section: Removes the section that the cursor is pointing to. Section Up: Moves the section the cursor is pointing to one level up. Section Down: Moves the section the cursor is pointing to one level down. One Section: Changes the markup layout by uniting the selected section into one section. Two Sections: Changes the markup layout by dividing the selected section into two equal parts (sections). Left Bar: Changes the markup layout by dividing the selected section into two parts. The left part is located closer to the left margin. Right Bar: Changes the markup layout by dividing the selected section into two parts. The right part is located closer to the right margin. Three Sections: Changes the markup layout by dividing the selected section into three equal parts (sections). Side Bars: Changes the markup layout by dividing the selected section into three parts (sections) by creating side bars on the left and on the right.
Tables		Displays the toolbar that contains the following buttons: Create Table: Invokes the dialog box, where you can specify the number of rows and columns and create the table. Insert Row Before Cursor: Inserts the row before the selected one. Insert Row After Cursor: Inserts the row after the selected one. Insert Column Before Cursor: Inserts the column before the selected one. Insert Column After Cursor: Inserts the column after the selected one. Delete Row: Deletes the selected row. Delete Column: Deletes the selected column. Del. Table: Deletes the selected table.
Language Selector		Displays a link with a language name and the ISO code of an active system locale. In MYOB Acumatica instances with multiple active locales, the system automatically determines this language by a translation that a user specified in the text area (for example, a description of a stock item on the Stock Items (IN202500) form) by using the algorithm described in The Order of the Languages in the Box. You can click this link and select a language manually from the drop-down list. If there is a translation of the text for the selected language in the MYOB Acumatica database, it will be displayed in the text area. If there is no translation of the text for a required language in the MYOB Acumatica database, you can enter it in the text area. A check mark near the language in the selector indicates that there is a translation of the text for the selected language in the MYOB Acumatica database.
Delete		Deletes the text specified in the text area for the language selected in the language selector.

Insert Image Dialog Box

You use this dialog box for inserting images into the text area. The navigation pane contains tabs that you can use to insert an image from any of the following sources: your device, the system, or the web. After going to the tab that represents the source of the image, you use the elements on the tab to select and insert the needed images.

The tabs of this dialog box are documented below. Some common elements are shown at the bottom of all the tabs; you can find the descriptions of these elements after the descriptions of the tabs and their tab-specific elements.

Table 1. Insert Image Dialog Box: Attached Images TabBy using the Attached Images tab, you can upload an image from your device and insert it into your text. The top part of the tab has the following elements.
Element	Description
The top part of the tab has the following elements.
File	The name of the file, which the system fills in when you select it.
Browse	A button that you click to open a dialog box in which you can select the image file for uploading.
Upload	A button that you click to upload the selected file.
In the work area of the tab, you can view all files that have been uploaded for the activity.

Table 2. Insert Image Dialog Box: Search Images TabBy using the Search Images tab, you can search for an image among the images stored in the system and insert the selected one. The top part of the tab has the following elements.
Element	Description
The top part of the tab has the following elements.
Search	An untitled box in which you can enter a search string.
Search	A button that you can click to search the images stored in the system whose names have the search string you specified in the Search box. The system displays the list of the files it locates (if any) in the work area of the tab.
The work area of the tab shows all images that match the search string that you specified in the Search box.

Table 3. Insert Image Dialog Box: Image from the Web TabBy using the Image from the Web tab, you can insert an image by entering its URL. The top part of this tab has the following elements.
Element	Description
The top part of the tab has the following elements.
Enter Image URL	The URL to the image.
Preview Image	A button that you click to view a preview of the image in the work area of the tab.
The tab has a work area that shows the image if you have entered its URL and clicked Preview Image.

Table 4. Insert Image Dialog Box: Common ElementsAll of the tabs of the dialog box have the following elements, which are located at the bottom of the dialog box.
Element	Description
Caption	The caption of the image. After you select an image to be inserted, you can type its caption.
Insert	A button that you click to insert the image file into the text area and close the dialog box.
Cancel	A button that you click to cancel the adding of the image and close the dialog box.

Note:

In the MYOB Acumatica instance, all emails that have embedded images encoded by the base64 algorithm are processed in the following way (without affecting the display of the email):

The base64 attachment is extracted from the email.
The extracted attachment is saved as a file.
The file is attached to the email.
The link to the attached file is inserted into the email body.

Insert Link Dialog Box

You use this dialog box to insert links to forms, wiki articles, external websites, and files into the text area. You click one of the tabs in the navigation pane on the left side of the dialog box, and then you use the elements on the tab to add a link to the selected object into your text.

Table 5. Insert Link Dialog Box: Attached Files Tab By using the Attached Files tab, you can upload and attach files to the selected record, view the files that have been attached, and paste a link to a file attached to the selected record into your text.
Note:
You can paste links only to files that have been uploaded to the system. For more information on managing files in MYOB Acumatica, see Attachments: File Maintenance.
Element	Description
The top part of the tab has the following elements.
File	The name of the file to be attached, which the system fills in when you select it.
Browse	A button that you click to open a dialog box in which you can select the file for uploading.
Upload	A button that you click to upload the selected file.
The work area of the tab has a table that displays the files attached to the selected record. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar. The table contains the following columns.
Name	The name of the uploaded file.
Size (kb)	The size in kilobytes of the uploaded file.
Comment	A comment that has been entered when the file was uploaded to the system.

Table 6. Insert Link Dialog Box: Search Files Tab By using the Search Files tab, you can add a link to a file that is stored in MYOB Acumatica but attached to another record in the system.
Note:
You can paste links only to files that have been uploaded to the system. For more information on managing files in MYOB Acumatica, see Attachments: File Maintenance.
Element	Description
The top part of the tab has the following elements.
Search	A box where you enter the search string before clicking the Search button.
Search	A button that you click to search the files stored in the system that have the specified search string in their name. The system displays the list of the files it finds (if any) in the table below.
The work area of the tab has a table that shows the search result and displays all files stored in the system that contain the search string in their name. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar. The table contains the following columns.
Name	A name of the uploaded file.
Size (kb)	The size in kilobytes of the uploaded file.
Comment	A name of the uploaded file that contains the search string in its name.

Table 7. Insert Link Dialog Box: File from the Web Tab By using the File from the Web tab, you can add a link to a file that is stored on the web.
Element	Description
The top part of the tab has the following element.
Enter file URL here	The URL to the file, which you paste here. The system inserts the link to the file in the work area.
The work area of the tab displays the link to the file that is located the web.

Table 8. Insert Link Dialog Box: Search Articles Tab By using the Search Articles tab, you can insert a link to a wiki article that is available in the system.
Element	Description
The top part of the tab has the following elements.
Search	A box where you enter the search string before clicking the Search button.
Search	A button that you click to search the articles available in the system that have the specified search string in their title. The system displays the list of the articles it finds (if any) in the table of the work area.
The work area of the tab has a table that initially displays all wiki articles available in the system. If you enter a search string and click Search, the table shows all articles whose titles contain the search string. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar. The table contains the following columns.
Title	The title of a topic in the online Help or an article in a custom wiki.
Title	The title of the chapter (in the online Help or an article in a custom wiki) in which the topic or article is located.
Created	The date when the topic or article was created.

Table 9. Insert Link Dialog Box: Search Screens Tab By using the Search Screens tab, you can add a link to an MYOB Acumatica form.
Element	Description
The top part of the tab has the following elements.
Search	A box where you enter the search string before clicking the Search button.
Search	A button that you click to search the screens that have the specified search string in their name. The system displays the list of the screens it finds (if any) in the table below.
The work area of the tab has a table that initially displays all screens (forms) available in the system. If you enter a search string and click Search, the table shows all screens whose names contain the search string. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar. The table contains the following columns.
Title	The name of the form.
Screen ID	The ID of the form.
Module	The name of the functional area of the system to which the form belongs.

Table 10. Insert Link Dialog Box: Common ElementsAll of the tabs of the dialog box have the following elements, which are located at the bottom of the dialog box.
Element	Description
Insert Link	The text of the link as it will be displayed in the text area. You can enter the text to represent the link in the text area.
Insert	A button that you click to insert the link to the file into the text area and close the dialog box.
Cancel	A button that you click to cancel the adding of the link and close the dialog box.