This would require field-level control – I’m talking about protecting a single Rich Text field from UI changes. That’s what a Formula/Lookup accomplishes.
My “Project Dashboard” example – a Rich Text that presents a concise summary of data from the Project and related entities, i.e. the current state of affairs for this Project (see example below).
I would want to be able to embed Fibery Reports and other views into such a Dashboard (already possible), as well as calculated info like estimated completion date, tasks outstanding, etc.:
Client: YoyoDyne Propulsion SYstems, Inc.
Client Contact: firstname.lastname@example.org
Project Manager: Floopy Jupers
This Dashboard should exist in all Project entities (showing their own info, obviously). I don’t want to manually create it in each Project, and ideally the data is “always live”. It should also be resistant to accidental overwriting by a user.
Right now the only way I see to do this is to create a Rule that overwrites/recreates the Rich Text content from a template when component fields are updated, and/or hourly – better than nothing, but not ideal.
But I’m not even sure it’s possible right now for a Rule that defines some markdown to create all the varieties of embeds, context-aware embedded views, etc. for a Rich Text… maybe need a script that creates JSON??
That depends on how the data is getting into the Dashboard – is it generated just once, or generated repeatedly, or does it consist of references which are fundamentally “always live”?
Partly this request reflects my desire for more control over formatting and presentation of information. Embedding a Fibery view in a Rich Text results in a very specific data presentation/format; and when viewing the result it’s not necessarily easy to just select it like ordinary text and copy and paste it somewhere else (e.g. into an email).
There are advantages to having a lot of flexibility over how info is displayed/formatted.
That is part of it, yes.
That would definitely be welcome, but it would not address the need for greater control over formatting and arranging arbitrary data into a single Rich Text area that could be selected/copied/pasted.