Copy Content of Text Area Field from Rich Text Type Field Using Workflow

To copy contents of Rich Text field into Text Area field, workflow shall be created.

Text Area fields have a limitation of around 4 000 characters while Rich Text fields can hold up to 100 000 characters. Therefore, once the solution is applied, a very long text in Rich Text field can meet the limitation of the Text Area field. Also, any HTML tags from Rich Text field are carried over to the Text Area field.

 

Solution

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:

• Record type: Select Item
• Subtype: Select Serialized Inventory Item

1. Event Definition:

• On Create: Enter Checkmark 
• On View or Update: Enter Checkmark 

1. Click Save
2. Click State 1 
3. Bottom right corner: Click New Action
4. Click Set Field Value
5. Basic Information:

• Trigger On: Select Before Record Submit

1. Parameters:

• Field: Select preferred Text Area field

1. Value: Select Formula

• Formula: Enter {field id of Rich Text field}
• Example: {custbody1}

1. Click Save