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Rich text editor

Some record fields support rich text content. These fields open the Lexical editor - a modern block-based editor with 61 plugins - that lets you write structured, visually styled content directly inside the record form. It replaced the previous TinyMCE editor to provide a more Notion-like editing experience.

Text formatting​

Use the toolbar or keyboard shortcuts to apply formatting:

  • Bold, italic, underline, and strikethrough
  • headings at multiple levels
  • bullet lists and numbered lists
  • block quotes for callouts or citations
  • links and URLs

Code blocks​

Insert code blocks with syntax highlighting for sharing snippets, configuration samples, or technical notes. Select the language from the dropdown to get proper highlighting.

Tables​

Add tables directly in the editor to organize structured data such as comparison grids, schedules, or status matrices. Use the toolbar to insert rows and columns as needed.

Images​

Add images to your content in several ways:

  • Paste - copy an image to your clipboard and paste it into the editor
  • Upload - use the toolbar to select a file from your computer
  • Drag and drop - drag an image file from your desktop or file explorer into the editor

See Pasting images for more details on image handling.

Embedded diagrams​

Draw diagrams directly inside the editor using the embedded Excalidraw tool. Create flowcharts, wireframes, sketches, and other visuals without leaving the record form.

Mentions​

Type @ followed by a name to mention another user. Mentions create a direct reference to that person, making it easy to call attention to specific team members within your content.

You can also use slash commands (/) to quickly insert blocks like tables, code blocks, and images without reaching for the toolbar.

Paste a URL or select text and press Ctrl+K to create a hyperlink. The editor recognizes URLs automatically and converts them to clickable links.

Tips​

  • Use the toolbar buttons for quick access to all formatting options
  • Rich text fields store structured content - your formatting is preserved exactly as you create it
  • The editor supports the same image handling available elsewhere in the platform