Enable the Rich Text Editor Feature

The Rich Text Editor feature must be enabled before you can use HTML formatting capabilities in your Bill of Quantities long texts. This process is irreversible and involves migrating existing data.

Warning

Enabling the Rich Text Editor feature is irreversible. It is strongly recommended that you first enable and test this feature in a sandbox environment using a copy of your production data before running it in a production environment.

Enable the feature

To enable the Rich Text Editor feature:

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Construction Library Setup, and then choose the related link.
  2. Turn on the Enable Continuous Text toggle.
  3. A confirmation message opens, stating that this will migrate existing long texts to continuous text and the process may take some time. Additionally, you are strongly recommended to first enable and test this feature in a sandbox environment.
    Choose the Yes button to proceed.
  4. A second confirmation message opens, confirming that you want to run the data migration process now.
    Choose the Yes button to start the migration process.

Once the migration process completes, all existing BoQ records are converted to use continuous text with the Rich Text Editor. Additionally, Long Text field captions are automatically changed to Long Text (Rich Text) to indicate that rich formatting is supported; however, the BoQ Text page shows both rich text and plain text versions.

Considerations before enabling

Consider the following before enabling the Rich Text Editor:

  • Migration – Enabling the feature migrates all existing records. Plan the enablement during a maintenance window if possible.
  • Training – Ensure users understand the new editing capabilities and limitations before enabling the feature.
  • Report testing – Test report generation with HTML-formatted texts to understand the rendering limitations.
  • Backward compatibility – Exported files with HTML formatting may not be fully compatible with older systems that don't support HTML text.
  • Performance – Rich text editing requires more processing power than plain text. Consider this when working with large BoQs with extensive text content.

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