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Version: 1.6.3

CRM MD Beautifier

The CRM MD Beautifier widget is used on the B2B CRM application forms for the visualization of Markdown-formatted information.

The list of elements supported by the widget:

  • Heading levels 1–6.
  • Images. Note that the images inserted in the text are scaled if they exceed the maximum allowed width for your screen resolution.
  • Links. The users can click links to open the specified resource in the current tab.
  • Bulleted lists.
  • Numbered lists.
  • Bold text.
  • Italic text.
  • Underlined text.
  • Strikethrough text.
  • Code.
  • Quotes.

See the Add Widget to Form article to learn how to add a widget to a form.

By default, the widget is available on the forms of the following tables:

  • Content (crm_content)
  • Content Task (crm_content_task)
  • Content Package (crm_content_package)

Widget interface​

For users with access to editing the current record, the widget is dispalyed as follows when the field is not empty:

  1. The title of the table on the form of which the widget is located.
  2. Input field. Add your text or images with Markdown formatting here.
  3. Preview field. The field displays your text with Markdown formatting applied.
  4. When a text is added to the input field, the icon appears. Click it to copy the content of the input field with Markdown formatting.
  5. Click the icon to switch between the preview and editing modes correspondingly.
  6. Click the icon to open the widget in a modal window. The widget maintains full functionality in the modal window just as on the form.

Widget view with an empty input field:

Widget view for the users who can only read the current record:

Widget displaying in mobile

In the mobile version, only one mode is displayed at a time: editing or preview. You can switch between them using the icon.

Empty field

  • Editing:

  • Preview:

Field with text

  • Editing:

  • Preview:

Configure the widget​

To configure the values of the widget options, complete the following steps:

  1. In the burger menu of the form where the widget is located, select Configure → Form → Layout.

  2. In the Selected box, find the widget you need to configure. Click the icon to the right of the widget title.

  3. In the Configure the value of the widget options modal window that appears, specify the widget parameters in the JSON format.

    Configure the value of the widget options
    {"fieldName":"markdown_text"}
    • fieldName – the system name of the column with the Markdown-formatted text that needs to be displayed with the formatting applied in the widget. The column must be of Text or String type.

  4. Click Save.