Please add the ability to pull rich text into an exported report. | Community
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rwinslow
New Participant
March 24, 2025
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Please add the ability to pull rich text into an exported report.

  • March 24, 2025
  • 2 replies
  • 304 views

Description - We have custom Rich Text fields that we take project notes in. We use bullets, bolding, underlining, etc to separate ideas and make the notes more quickly understandable. When I export the report to PDF or to excel the formatting disappears. It would be very helpful if we could keep the formatting in the exported report.

    2 replies

    Srinija_N
    Srinija_N
    New Participant
    March 24, 2025

    Thanks for bringing this up @rwinslow 

    This is also important for my project, as we are trying to migrate data from one instance to other. All we have to do is manual update on the Rich text field in the custom form after our project/task/issue migration.

    Doug_Den_Hoed__AtAppStore
    Doug_Den_Hoed__AtAppStore
    New Participant
    March 24, 2025

     

    Hi @rwinslow,

     

    While you're waiting for this idea to be assessed, I invite you to consider our Magic Reports solution which can preserve such Rich Text items (bullets, underlines, italics, etc.) when exported to pdf.

     

    Regards,

    Doug

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