Template Button Configuration

Published on February 10, 2026 DRTE

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.

Step 2: Assigning Categories and Icons

• Category: Assign a specific name (e.g., QuoteRequestSOW) 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).

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.

• 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.

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.

Step 5: Clearing the Editor and Switching Templates If the user needs to generate the "2% exception" document (e.g., a Fixed Fee quote):

1. Clear Content: Click the [X] (Clear) button on the toolbar to empty the editor.
2. Select Alternative: Click the specific Template Button (identified by the SLDS icon, such as the bottom-align icon shown in the toolbar).
3. 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.

Step 6: Success - Document Re-Generation

• 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.

Knowledge Article Number: KA-00098