Creating a Text Editor Card

About Text Editor Cards

Text Editor cards allow you to compose and display text such as you would in a simple note app.

Examples of applications include displaying:

• Links to PDF files.

• Links to saved report settings (see Linking to a Report).

• Equipment instructions.

• Cautionary warnings.

• User manuals.

• Contact info.

Creating the Card

1. With the dashboard that you want to add the card to displayed, select Add Instance.

2. Select Card, which opens the card staging area.

3. Select Text Editor from the card type options at the left.

4. Enter a Card title.

5. Choose a default Size Type from the dropdown menu.

6. Compose text on the card.

   Note: You can compose text on the card now, or directly from the dashboard later.

   Note: See Composing Text for details.

7. Select Add.

8. Choose either Add to Top of Dashboard or Add to Bottom of Dashboard.

Composing Text

Accessing the Card's Edit Mode

1. Move over the space to the right of the card's title.

2. Select the gear icon , which enables the card's Edit Mode.

Typing, Formatting, and Saving Text

1. Type and format the text as you would in a simple word processor.

2. Close Edit Mode, which saves your changes.

   Caution: Close Edit Mode before navigating away from the dashboard. Navigating away before closing Edit Mode discards any changes.

Creating Links to Web URLs

1. Highlight the text that you want to make into a hyperlink.

2. Select the link icon .

3. Copy and paste into Enter link the web URL that you want to link to.

4. Select Save.

5. Close Edit Mode, which saves your changes.

   Caution: Close edit mode before navigating away from the dashboard. Navigating away before closing Edit Mode discards any changes.