HTML to add a field to rich text

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1

Not sure there’s an answer. I’d like to refer to a user by their first name in some rich text. Seems the recommendation is to use HTML but not found anywhewre yet that tells me how to do this.

Can anyone help?

Ideally I need to understand how to do this. Her’es where I am

  1. Split the first name from whole name as a field - I think I have this done, set up a field for a text formula and this takes the first name ok - field_1234
  2. have some guidance how I can add this first name field_1234 into the HTML editor of the rich text section of a page. I tried {field_1234}, {first name} and {{field_1234}}. but no luck

anyone?

2

Hi @GazM

I’m afraid this will be a code based solution.

Are you using Classic or Next Gen?

Craig

3

Hi

Depending on your requirements, the only place I’m aware of that you can insert fields into a rich text field is in the table tasks when sending e-mails.

Dean

4

I am using classic app for now until the migration pathway is clear, established and available. For a solution. I have decided to add a field with the custom variable as a text formula. Then add this to a details view alongside some static content. Seems to work as a workaround and way more flexible than customer code I believe.

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