Constellation RTE — Add Insert Property Toolbar Option to Support Dynamic Property References in Letter Templates
Priority: Medium
Current Behavior (Problem Statement)
When a user with appropriate privilege opens the letter template editing lifecycle in a Constellation view, the Rich Text Editor does not provide an Insert Property button ({}) in the toolbar. There is no supported mechanism within the Constellation RTE to browse and embed property references (e.g., .Customer.FullName, .pyID) directly into the template body at authoring time.
This gap exists because the Insert Property functionality is implemented as a Pega-custom plugin (pzpega_ckeditor_pegaPlugins) and is only available when the RTE is operating in Classic (iframe-rendered) mode. The Lightweight/Inline RTE — which is the default rendering mode in Constellation — does not support this plugin by design.
Business Impact
The requirement is to allow privileged users to edit letter templates and make changes to property references. Users must currently work outside of Constellation or resort to workarounds to embed property references into letter template content, which adds friction to the template authoring and maintenance lifecycle.
Expected / Requested Behavior
Expose the Insert Property toolbar button — or an equivalent mechanism — within the Constellation RTE component, allowing privileged users to browse and embed property references at the cursor position during template editing. The embedded property references should resolve to their correct runtime values when the associated letter is selected from the dropdown and the completed template is displayed to the end user on the next screen.
Supporting Context
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The Classic (Traditional UI) RTE supports Insert Property, Insert Rule, and SmartInfo plugins, as well as granular toolbar configuration. Parity between Classic and Constellation RTE has been a recurring gap reported.
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Workaround in place: We are manually handling the replacement of property references using the replace all function in a data transform invoked prior to loading the content into RTE. The enhancement is required specifically to unblock the template editing experience for privileged users — the workaround does not address the authoring lifecycle.
Acceptance Criteria
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[ ] A privileged user in a Constellation view can open the letter template editor in edit mode and insert a property reference using an Insert Property toolbar button or equivalent UX control.
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[ ] The inserted property reference resolves to the correct value when the associated letter is selected from the dropdown and the template is displayed to the end user on the next screen.
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[ ] The Insert Property capability is available within the Lightweight/Inline (div-rendered) RTE — the default Constellation rendering mode — without requiring a switch to Classic (iframe-rendered) mode.