Operate > IBM Management Center for WebSphere Commerce > Marketing tool > Work with custom activity templates


Create a custom activity template from an existing activity

You can create a custom activity template by selecting an existing Web or Dialog activity and then turning a copy of the activity into a template; you can modify the copy as required for the template. You can then create new activites based on the template, making required changes, additions, or deletions to the new activity.


Before you begin

The Web or Dialog activity that to base the template on must exist.


Procedure

  1. Open the Marketing tool.

  2. In the explorer view, click the Activities folder. The Activities - List page displays.

  3. Right-click the activity that to copy to use as a template; then click Create new template from activity. The system creates a copy of the activity with identical properties; the only difference is that the name starts with Copy of.

  4. In the properties editor, complete the following properties for the template:

    Option Description
    Name Type a name for the template. This name displays in the list of templates you can choose when creating a new activity. The template name cannot be the same as the name of any activity.
    Description Type a description for the template. This description displays in the list of templates you can choose when creating a new activity.

  5. Make any additional changes to the elements and their properties that you want saved in the template.

  6. Click Save to save the template, or click Save and Close to save the template and close the page. The custom activity template is added to the folder containing Custom Templates that you can select when creating a new activity. The custom activity template is also added to the Activity Templates folder in the explorer view.


Related tasks

Create a custom activity template from scratch

Changing a custom activity template

Delete a custom activity template


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