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          Using the Rich Text Editor in the Vlocity Omniscript Designer (Managed Package)

          Using the Rich Text Editor in the Vlocity Omniscript Designer (Managed Package)

          For the managed package runtime, the Text Block and horizontal mode Instructions use a Rich Text Editor to display HTML in an Omniscript.

          Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

          In addition to standard Rich Text Editor features, you can:

          • Upload files and images to Salesforce Documents (up to 1 MB). Files upload to the public Document Uploads folder and are set to Externally Available.

          • Link to files and images from Documents.

          • Insert Smart Links to Salesforce Knowledge articles.

          • Reference data JSON using merge fields.

          Note
          Note

          Omniscripts and Flexcards support all image file types by default. If set, the lightning-file-upload accept attribute filters file types in the user's file browser. If set, the Don't allow HTML uploads as attachments or document records security setting disallows .svg image files. See Lightning Web Component File Upload.

          The following Text Block example contains an Image, two merge fields, and a URL.

          image

          To use the Rich Text Editor, drag a Text Block element into the Omniscript structure. Additionally, you can use it in the Step properties to edit the Instruction text in horizontal mode.

          Note
          Note

          For the Text Block properties, the Write HTML of Text Block to Data JSON checkbox is deprecated. This feature only applies to Angular Omniscripts.

           
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