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Customer experience | Sales, Customer Insights,...
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HTML/WYSIWYG editor for Dynamics 365 Portals

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Posted on by 155

Hi,

I have Multiline text field on CRM contact entity, I am displaying Contact data in the Web Page using Web Template and Entity Form so user can edit his/her information. I'm trying to display that multiline text field in HTML/WYSIWYG Or Rich Text Editor

pastedimage1583683322084v1.jpeg

on the Portal Page.

I tried adding Portal Web Resource HTML Editor on the Contact CRM form and checked check box on the Entity form to display that Web Resoruce on the Portal but it did not work. 

Does anyone know how can i achieve this?

Many thanks

I have the same question (0)
  • Cheeta Profile Picture
    40 on at
    RE: HTML/WYSIWYG editor for Dynamics 365 Portals

    Thank you Clofly. This appears to be a step right direction for me. We have customer-self-service portal and in the create case form I want to enable rich text..

    on the web template you had mentioned using a blank template, can u please advice which built-in web template to use and how to inset the cdn link and then does the javascript go into the custom javascript section of the portal pages?

  • Dev Dex Profile Picture
    155 on at
    RE: HTML/WYSIWYG editor for Dynamics 365 Portals

    Thank you very much Clofy Mao, It works

  • Dev Dex Profile Picture
    155 on at
    RE: HTML/WYSIWYG editor for Dynamics 365 Portals

    It was one of the many ways i tried to display multine text field/ text area as HTML/Rich Text Editot.

    do you have any suggestion how to display Rich Text Editor on the Portal Web Page, i am happy with any approach for example build it using Web Template, Javascript etc

  • Verified answer
    cloflyMao Profile Picture
    25,210 on at
    RE: HTML/WYSIWYG editor for Dynamics 365 Portals

    Hi Dev Dex,

    Actually you can't replace any input field with custom editor in Portal even if multiple line text field.

    Because when an entity form is rendered by System, every input fields will be binded with some special attributes, these attributes are used for validation and submission,

    system won't recognize our own element. (You can open inspector to check these attributes).

    So we should instead load rich text editor on a blank element(just add CDN libraries in Web template source code), then use javascript to populate default multi line text field with content in rich text editor,

    when everything is tested well, hide the default input field with js or css.

    E.g:

    When I leave rich text editor, description field will be populated content in the editor.(For presentation, I don't hide the default field)

     pastedimage1583739434774v1.png

    Web template code:

    
    
    
    {% entityform name: 'My Portal Contact Form' %}

    Description

    You can use it for your own entity form for test.

    Another thing which we should pay attention to is that content in rich text editor is formatted as HTML code,

    we need regex to match HTML tags and replace them with corrensponding symbols.

    e.g:

    Clofly 

    Mao

    is actually

    <p>Clofly</p><p>Mao</p>

    In my demo, I replace <p> with ""(blank space), replace "</p>" with "\n".(new line)

    You could add more regex to do converting work.

    e.g:

      1. Dynamics 

       2. 365

    is actually

      <ol>

          <li>Dynamics </li>

          <li>365</li>

      </ol>

    I'm not familiar with regex, but there are many existing samples, just add them to final line of my source code.

    Regards,

    Clofly

  • RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: HTML/WYSIWYG editor for Dynamics 365 Portals

    So you have a html web resource for Rich Text editor and you put that on form but is not visible on portal form? Is it visible in crm?

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