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ryanjoconnor
Participant

Can you format rich text fields via WF?

SOLVE

I'm trying to pull data points from multiple properties on a custom object record into a single rich text field property so my CSMs can copy/ paste those data points in a single move as opposed to 3. My desiered output is that the data from the multiple properties I'm pulling appear as a bulleted list in the rich text field like so: 

 

  • Property 1
  • Property 2
  • Property 3

 

I'm using the Set Property function and can pull the object data points into the field, however, from a formatting POV I end up getting this:

 

Property 1 Property 2 Property 3

 

Any ideas? Is this possible?

2 Accepted solutions
louischausse
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Can you format rich text fields via WF?

SOLVE

Hey @ryanjoconnor ,

rich text properties accept html input for formatting

Enter this code in your Set property value action:

 

<ul>
<li>{{ contact.property1 }}</li>
<li>{{ contact.property2 }}</li>
<li>{{ contact.property3 }}</li>
</ul>

 

 

louischausse_0-1686666311056.png

 


Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!

Louis Chaussé from Auxilio HubSpot Solutions Partner Signature
Louis Chaussé from Auxilio HubSpot Solutions Partner Meeting link

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ryanjoconnor
Solution
Participant

Can you format rich text fields via WF?

SOLVE

Thanks, @louischausse! Will try this out!

View solution in original post

0 Upvotes
4 Replies 4
louischausse
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Can you format rich text fields via WF?

SOLVE

Hey @ryanjoconnor ,

rich text properties accept html input for formatting

Enter this code in your Set property value action:

 

<ul>
<li>{{ contact.property1 }}</li>
<li>{{ contact.property2 }}</li>
<li>{{ contact.property3 }}</li>
</ul>

 

 

louischausse_0-1686666311056.png

 


Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!

Louis Chaussé from Auxilio HubSpot Solutions Partner Signature
Louis Chaussé from Auxilio HubSpot Solutions Partner Meeting link
ryanjoconnor
Solution
Participant

Can you format rich text fields via WF?

SOLVE

Thanks, @louischausse! Will try this out!

0 Upvotes
MiaSrebrnjak
Community Manager
Community Manager

Can you format rich text fields via WF?

SOLVE

Hi @ryanjoconnor,

 

Thank you for reaching out to the Community!

 

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter: 

Hi @Phil_Vallender@louischausse@GreyHamilton, do you have any advice for @ryanjoconnor? Thank you!

 

Cheers
Mia, Community Team     




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0 Upvotes
ryanjoconnor
Participant

Can you format rich text fields via WF?

SOLVE

Thanks!

0 Upvotes