Formatting Clause Data
The CLM (Contracts for Salesforce) managed package includes functionality to clean certain HTML tags from the rich text editors for Clauses and Managed Clauses due to limitations with the Salesforce rich text editor.
For Composer to properly merge clauses into documents, the custom settings included in the managed package must clean the Clause HTML due to the following limitations with Salesforce rich text fields:
When a rich text area field is edited in Salesforce, <p> tags are automatically added to each line in the text. If clause text is merged as an ordered or unordered list in a Word document and <p> tags exist within the clause text, a line break is added in the Word output after each clause. Within the ordered or unordered list, this results in a blank list item after each clause.
If an ordered or unordered list exists within the clause rich text, the HTML <ol> or <ul> tags add a line break at the end of the list. This results in a blank list item after the last list item.
Enabling Clause Cleaning Settings
After these settings are enabled, the managed package will automatically update newly created or edited rich text on the Clause or Managed Clause objects (field API name APXT_Redlining__Text_Rich__c on both objects).
Enabling the settings listed above does not retroactively clean existing clause text. To clean existing clause text, edit and save the clause text field on the record after the settings are enabled.
