Using a workflow to copy content of a Rich Text field into a Textarea field.
Example:
Enter the item description from a vendor into the custom field Description from vendor (Rich Text type, ID = custitemdescriptionfromvendor) on the item form. To copy the content of this field into the Featured Description field (Textarea type, on Item > Web Store subtab) use a workflow.
- To create a workflow:
- Customization Scripting > > Workflows > New
- set the workflow parameters:
- Record type: Item
- Subtype: Serialized Inventory Item
- Initiation On: Create (check) and On Update (check)
- create a new state
- create a new action Set Field Value
- set this action:
- Trigger On: Before Record Submit
- Parameters > Field = Featured Description
- in Value section select Formula and in textarea insert {custitemdescriptionfromvendor}
- click Save
The complete content of Description from vendor is copied into Featured Description right after save of record.
Please note that Textarea fields have a limitation (of around 4 000 characters) while Rich Text fields can hold 32 768 characters. Therefore a very long text in Rich Text field can meet the limitation of the Texarea field.
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