Personalized Content Editor Guide

The Personalized Content-based editor is available whenever you edit FORNAV email or text templates. It delivers a familiar, rich-text experience with a few custom actions that connect directly to Business Central data. This guide explains how to work with the standard toolbar and highlights the bespoke hyperlink and image plugins that ship with the FORNAV control add-in.

1. Editor basics

• Launch: When the add-in loads, it injects subject and body editors (for email templates) or a single body editor (for text templates) in the browser.
• Autosave: Content autosaves every second.
• Merge tokens: Typing the configured trigger character “{” or “[” opens the merge-field picker. Selected tokens render as non-editable texts, so they stay intact during formatting.
• Language & captions: Caption text and placeholder hints respect the language and label payload passed via the control add-in.

2. Custom hyperlinks

2.1 Insert a new link

To insert a new link:

1. Place the caret where you want the link to appear and (optionally) highlight text to reuse as the link caption.
2. In the More Rich group, select Insert Link.
3. In the Edit Link popup, specify the following fields:
   – Link – type a URL or insert a merge value via the merge text picker. When a merge value is chosen, the field becomes read-only until you clear it.
   – Link text – enter display text. The default is either the highlighted text or the link value. Merge text works here as well, if you want dynamic captions.
   – Open link in new window – select the checkbox to set data-open-new=”true” so the control add-in opens the link in a new window during rendering.
4. Click the insert link button to insert a non-editable text that stores both the display text and metadata (field numbers, related table, link target).

2.2 Edit or clear a link

To edit or clear a link:

1. In the editor, click the existing link that you want to edit. The Edit Link popup opens with current values pre-filled.
2. Update the fields, toggle the Open link in new window checkbox, or click the clear buttons to remove the merge bindings.
3. To save your changes, click the insert link button. Alternatively, to cancel your changes, click Close.

2.3 Tips

• The value picker honors both value and caption triggers, letting you pair dynamic URLs with friendly labels.
• A merge-driven link remains non-editable inline; you can use the popup for any adjustments.

3. Custom image plugin

3.1 Insert a merge image

To insert a merge image:

1. Position the caret and select Insert Image from Dataset.
    
   
   
2. In the popup, select an Image from the dropdown list. The list is populated by media fields that are available in your connected dataset.
3. Specify these optional fields, as required:
   – Alt text – defaults to the selected field caption when empty. You can provide custom text for accessibility.
   – Image link – specify a URL or insert a merge value via merge text. Clear the field to remove links.
   – Open link in new window – select to enable data-open-new=”true” for linked images.
4. Click Insert Image from Dataset to drop an image element. The editor renders a placeholder thumbnail while preserving the dataset source, field metadata, optional link bindings, and alt text for runtime substitution.

3.2. Edit an existing merge image

To edit an existing merge image:

1. Click the image placeholder. The popup opens with all the image editing tools, like size and position. Click Replace to open the merge image editing menu with the current selection, alt text, and link bindings loaded.
   
   
   
2. Update the image field selection, alt text, or link settings. To apply your changes, click Insert Image.

3.3. Hover tooltips and validation

• Hovering your mouse over a merge image shows a tooltip with the underlying dataset source, so you can confirm the binding.
• The popup prevents insertion when no field is selected, ensuring runtime merging always resolves to a valid source.
  

4. Working with merge text inside popups

• Both the Image and the Hyperlink popups have enabled merge text. When a merge field is chosen, the control stores field numbers and related-table metadata alongside the visible value.
• To revert to manual entry, use the small clear buttons. This removes stored metadata so the link or image behaves like a static value.

5. Troubleshooting

• Popup does not appear: Ensure the editor focus is active. If the toolbar is minimized, click inside the editor before triggering insert link or image.
• Merge fields missing in dropdown: Media fields and merge text suggestions come from the Business Central dataset. Confirm the template exposes the required related tables.
• Link/image not editable inline: This is by design. Use the popup by clicking the element or the toolbar button.

Document version: 2026-01-26