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
Style		Applies the selected style to the text. The following styles are available: Paragraph, Header1, Header2, Header3, Header4, Header5, Header6, Preformatted, and Quote.
Font		Applies the selected font to the text.
Font Size		Applies the selected font size to the text.
Bold		Marks the selected text in bold style.
Italic		Marks the selected text in italic style.
Underline		Marks the selected text as underlined.
Strike Through		Marks the selected text as strike through.
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		Aligns the selected text as follows: Align Text Left: Aligns the text to the left with a ragged right margin. Center: Centers the text. Align Text Right: Aligns the text to the right with a ragged left margin. Justify: Aligns the text evenly between the left and right margins.
Ordered List		Starts an ordered list or converts the selected text to an ordered list.
Unordered List		Starts an unordered list or converts the selected text to an unordered list.
Increase Indent		Moves the paragraph farther away from the margin.
Decrease Indent		Moves the paragraph closer to the margin.
Insert 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.
Insert 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.
Insert Table		Opens a dialog box in which you specify the number of rows and columns for the table.
Tables		Displays a toolbar that contains the following buttons: Insert Row Before: Inserts the row before the selected one. Insert Row After: Inserts the row after the selected one. Insert Column Before: Inserts the column before the selected one. Insert Column After: Inserts the column after the selected one. Move Row Up: Moves the selected row up. Move Row Down: Moves the selected row down. Delete Row: Deletes the selected row. Move Column Left: Moves the selected column to the left. Move Column Right: Moves the selected column to the right. Delete Column: Deletes the selected column. Delete Table: Deletes the selected table. This toolbar appears if you select a table in the working area.
Select Macro to Insert		Provides the following options: Table of Contents: Inserts a table of contents, which contains all headers of the current document. File list: Inserts a control that lists all the files attached to the article. Warning: Inserts a warning box. Info: Inserts an info box. Code: Opens the dialog box for inserting code. Subarticles: Inserts a table of contents, which contains all the subarticles linked to the current article.
Insert Data Field		Provides the following options: 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.. 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.
Language		Gives you the ability to select a language, and then enter the text for this language. The box displays a list of available languages. In MYOB Acumatica instances with multiple active locales, the system automatically determines the default 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 select another language in this box. If there’s a translation of the text for the selected language in the MYOB Acumatica database, it will be displayed in the text area. If there’s no translation of the text for a required language in the MYOB Acumatica database, you can enter it in the text area. This box appears only if both of the following are true: Multiple locales are specified on the System Locales (SM200550) form. One language is selected as the default one in the Select Languages for Multilingual Text Boxes dialog box on this form.
Delete		Deletes the text specified in the text area for the language selected in the language box. This box appears only if both of the following are true: Multiple locales are specified on the System Locales (SM200550) form. One language is selected as the default one in the Select Languages for Multilingual Text Boxes dialog box on this form.
View		Displays a list of view modes. The following options are available: 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. Tip: 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.

Insert Link Dialog Box

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

Tip: When you edit an existing link, the name of the dialog box changes to Edit Link.

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 Link Dialog Box: Web Link Tab By using the Web Link tab, you can add a link to a website.
Element	Description
URL Address	The URL of the website.
Text	The text of the link that will be displayed in the working area.

Table 2. Insert Link Dialog Box: Articles Tab By using the Articles tab, you insert a link to a wiki article that’s 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.
The working area of the tab has a table that initially displays all wiki articles available in the system. If you enter a search string, the table shows all articles whose titles contain the search string. The table toolbar has only standard buttons. The table contains the following columns.
Name	The title of a topic in the online Help or an article in a custom wiki.
Module	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 At	The date when the topic or article was created.

Table 3. Insert Link Dialog Box: Screens Tab By using the 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 in which you enter the search string.
The working area of the tab has a table that initially displays all screens (forms) available in the system. If you enter a search string, the table shows all screens whose names contain the search string. The table toolbar has only standard buttons. 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 4. Insert Link Dialog Box: Common ButtonsAll tabs of the dialog box have the following buttons, which are located at the bottom of the dialog box.
Buttons	Description
Unlink	Removes the link. This button appears if you edit the added link.
Wrap Around	Wraps the selected text. This button appears only if you’ve selected some text in the working area.
Insert	Inserts the link into the text area and closes the dialog box. Tip: This button changes to Apply when you edit an existing link.
Cancel	Cancels the adding of the link and closes the dialog box.

Insert Image Dialog Box

You use this dialog box for inserting images into the text area. The dialog box 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.

Table 5. Insert Image Dialog Box: Attached TabBy using this tab, you upload an image from your device and insert it into your text.
Element	Description
The top part of the tab has the following elements.
Upload Files	A box in which you select the image file for uploading.
The working area of the tab shows all files that have been uploaded.

Table 6. Insert Image Dialog Box: Search TabBy using this tab, you search for an image among the images stored in the system and insert the selected one.
Element	Description
The top part of the tab has the following elements.
Search	An untitled box in which you enter a search string.
The working area of the tab shows all images that are stored in the system and that match the search string you specified.

Table 7. Insert Image Dialog Box: Web Image TabBy using this tab, you insert an image by entering its URL.
Element	Description
The top part of the tab has the following elements.
URL Address	The URL to the image.
The tab has a working area that shows the image after you have entered its URL.

Table 8. Insert Image Dialog Box: Common ButtonsAll tabs of the dialog box have the following buttons, which are located at the bottom of the dialog box.
Element	Description
Insert	Inserts the image into the text area and closes the dialog box.
Cancel	Cancels the adding of the image and closes the dialog box.

Tip: 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.