How To: Work with Rich Text Fields

Preserve or strip formatting when working with rich text fields.

Use the right output mode when rich text fields contain formatting you either need to keep or remove.

Problem

You have rich text fields with HTML formatting that need to be displayed or stripped in your documents.

Solution 1: Preserve Formatting

Use triple braces:

{{{!Opportunity.Description__c}}}

This preserves:

• Bold, italic, and underline
• Font colors and sizes
• Bullet and numbered lists
• Hyperlinks
• Tables
• Images in PDF and DOCX

Solution 2: Strip Formatting

For merge fields:

{{!Opportunity.Description__c strip-html="true"}}

For related lists:

<column type="text">Description__c</column>

Input: <p>This is <b>bold</b> text with <a href="#">links</a></p> Output: This is bold text with links

Solution 3: Preserve Formatting in Related Lists

<column type="rtf">Rich_Notes__c</column>

Comparison

Method	HTML Tags	Formatting	Images	Best for
{{{!Field}}}	Rendered	Preserved	PDF and DOCX	Standalone rich text output
strip-html="true"	Removed	Lost	No	Plain text output
type="rtf"	Rendered	Preserved	PDF and DOCX	Rich text inside tables
type="text"	Removed	Lost	No	Plain text inside tables

Tips

• Use triple braces for standalone rich text fields.
• Use type="rtf" inside table columns.
• Strip HTML when you need plain text only.
• Test images and formatting in the output format you support.