Template Button Configuration

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.