Template Button Configuration

Published on February 10, 2026 DRTE

DRTE Template Button Configuration Guide

This guide shows how to turn a template into a shortcut button on the Dynamic Rich Text Editor (DRTE) toolbar, control which buttons each editor instance displays, and switch templates as an end user. It is written for administrators who configure templates and for users who need to generate an alternative document.

What You Will Learn
Control active and deactivated template behavior, assign categories and SLDS icons, filter toolbar buttons on the Lightning page, and use the Clear button to switch from the default template to an alternative such as the Fixed Fee SOW.

Phase 1: Configuring the Rich Text Button Template

Before a template can appear as a button, it must be properly configured in the Rich Text Button / Doc Template object.

Step 1: Understanding Deactivation Logic

Active Templates: If a template record is not deactivated, it is eligible to appear as an additional shortcut button on the DRTE Editor toolbar.
Deactivated Templates: When the Deactivated checkbox is selected, the template will not appear as an optional button. However, it can still be used as a "Default Template" for the editor if its SFDC ID is hardcoded in the component settings.

Figure 1: The Deactivated checkbox on the Rich Text Button / Doc Template record.

Step 2: Assigning Categories and Icons

Category: Assign a specific name (e.g., SFDC Object Name like Quote, Opportunity, psce__PSC_Quote__c) to the Category field. This value is used to filter which buttons appear on specific Editor instances.
SLDS Icon Name: Define the visual identity of your button by entering a standard SLDS icon string (e.g., utility:contract_doc).

Figure 2: The Category and SLDS Icon Name fields.

Tip: The Category value you enter here must match the Filter Category on the Lightning page exactly (see Step 3), otherwise the button will not appear.

Phase 2: Editor Component Setup

Once your template records are ready, you must configure the Dynamic Rich Text Editor component on the Lightning Page.

Step 3: Filtering Buttons by Category

Default Behavior: If the Filter Category field in the component properties is left empty, the editor will display all active template buttons.

Dynamic Rich Text Editor component properties with Filter Category empty
Figure 3: Filter Category left empty, so all active template buttons are shown.

Targeted Visibility: To show only specific buttons (like the "Fixed Fee SOW"), enter the exact Category Name defined in Step 2 into the Filter Category attribute.

Dynamic Rich Text Editor component properties with a Filter Category value entered
Figure 4: Filter Category set to show only buttons in the matching category.

Filter Category Setting	Buttons Shown on the Toolbar
Empty	All active template buttons
Category name (e.g., QuoteRequestSOW)	Only active templates assigned to that category

Phase 3: End-User Workflow

Once configured, the user experience is streamlined for handling exceptions.

Step 4: Default Template Loading

Upon opening the DRTE tab, the system automatically loads the Default Template (e.g., the standard Statement of Work). This ensures 98% of users can proceed immediately without extra clicks.

DRTE tab with the default Statement of Work template loaded
Figure 5: The default template loads automatically when the DRTE tab opens.

Step 5: Clearing the Editor and Switching Templates

If the user needs to generate the "2% exception" document (e.g., a Fixed Fee quote):

Clear Content: Click the [X] (Clear) button on the toolbar to empty the editor.
Select Alternative: Click the specific Template Button (identified by the SLDS icon, such as the bottom-align icon shown in the toolbar).
Hover Verification: Users can hover over the icon to see a tooltip (e.g., "Fixed Fee SOW (USD) ON Quote Request") to ensure they are selecting the correct version.

DRTE toolbar showing the Clear button and the template button with tooltip
Figure 6: The Clear button, template button, and hover tooltip on the DRTE toolbar.

Step 6: Success - Document Re-Generation

Success: The editor will immediately refresh and generate the document using the alternative template logic. The user can now proceed with the specialized content without ever leaving the DRTE interface.

DRTE editor showing the document regenerated from the alternative template
Figure 7: The editor after regenerating the document from the alternative template.

Quick Reference

Setting	Where	Effect
Deactivated	Rich Text Button / Doc Template	Hides the toolbar button; template can still be the Default Template via its SFDC ID
Category	Rich Text Button / Doc Template	Groups buttons for filtering (e.g., QuoteRequestSOW)
SLDS Icon Name	Rich Text Button / Doc Template	Sets the button icon (e.g., utility:contract_doc)
Filter Category	Dynamic Rich Text Editor component on the Lightning Page	Empty shows all active buttons; a value shows only that category

Key Takeaways
1. Active templates become toolbar buttons; deactivated ones do not.
2. Category and SLDS Icon Name control how buttons are grouped and displayed.
3. Filter Category on the Lightning page controls which buttons each editor shows.
4. Users click Clear, then the template button, to switch from the default to an alternative template.

Knowledge Article Number: KA-00098