Rich text in checklist
The Rich Text field in Unifize allows teams to capture structured, formatted information directly within checklists. Whether it’s SOP steps, deviation explanations, or validation notes, rich text helps improve clarity, readability, and precision.
This article covers how to configure the field using the Process Builder and how users interact with it when filling in a record.
Adding a Rich Text Field to a Checklist
Only users with process editing permissions can add a Rich Text field to a process.
To add one:
Go to Manage and open the process via the ✏️ pencil icon
In the Process Builder, navigate to the relevant checklist section
Click + Add Field
Select Field Type: Rich Text
Name the field (e.g., “Procedure Details”, “Deviation Explanation”)
Save the process and exit
Here's a step-by-step walkthrough:
The field will now be available on all new and existing records for that process.
Using Rich Text While Filling a Checklist
When users open a record with a Rich Text field, they’ll see a formatting toolbar above the input area.
Supported Formatting:
Bold, Italic, and Underline
Ordered and unordered lists
Headings and subheadings
Hyperlinks
Line breaks and separators
This allows users to:
Emphasize important details
Break long notes into readable sections
Link to external documents or resources
Maintain formatting for multi-step procedures or validations
Here's a step-by-step walkthrough:
Changes are saved in real time, and formatting is preserved in exports and audit trails.
Use Cases
Rich Text fields are ideal for:
Capturing SOP instructions within a record
Logging root causes or justifications in quality events
Writing structured technical descriptions
Adding long-form comments with emphasis or links
Summary
Rich Text fields improve how teams write and read information within Unifize. By enabling formatting inside checklists, teams can ensure better communication, fewer errors, and more usable records, especially in complex or regulated environments.
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