How do I create or edit HTML?

Issue

Create or edit HTML using the RLDatix Policy Editor

Environment

RLDatix Policy Editor

Resolution

Using the RLDatix Policy Editor to create HTML code allows you to format the content easily even if you are unfamiliar with HTML code. 

You can also use an online editor tool such as https://html-online.com/editor/ to generate the formatted text.  That will create the HTML that you can copy/paste into the code window in PolicyStat.  Not all HTML code is supported in the RLDatix Policy Editor.

1. Click the HTML Source button on the Toolbar.
   
2. Make your desired changes using proper HTML markup.
3. Click the Source button again to confirm your changes.

If you wish to copy the HTML for use elsewhere, for example, in another policy, you can instead select the HTML Source that appears, copy it, and paste it into the desired destination.

HTML Basics

HTML uses angled brackets to define formatting characteristics, and each item needs to have an opening and a closing "tag".

For example, if a header needs to use Header 2 formatting, the opening tag should look like this: <h2>

PolicyStat's Editor will recognize all text that follows the opening tag will be displayed using the Header 2 style. However, not all the text will need to be as large as Header 2, so use a closing tag to remove the formatting. The closing tag looks like this: </h2>

In the code, the text will look like this:
<h2>Sample Header Text Here</h2>

However, most content will be in the paragraph format. Paragraph content is sized using the <p> tag.

If there is default content to display, place it between the opening and closing paragraph tags. However, in a template, it can be left as an opening and closing tag with no text in between. This will create an empty paragraph box for the end-user to fill in.

In the code, the text will look like this:
<p></p>

In HTML, here is some basic editor text: 
<h2>Sample Header Text Here</h2>
<p></p>

In the RLDatix Policy Editor, it will look like this:

The most important thing to remember with HTML is to use both an opening and closing tag.

For more details on how HTML works, we recommend the free W3Schools.org site.