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.

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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:

1. Go to Manage and open the process via the ✏️ pencil icon

2. In the Process Builder, navigate to the relevant checklist section

3. Click + Add Field

4. Select Field Type: Rich Text

5. Name the field (e.g., “Procedure Details”, “Deviation Explanation”)

6. 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.

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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.

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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

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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.