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Marketing activity template picker

The marketing activity template picker is the window labeled New Activity From Template that displays when a business user begins creating a new Web or Dialog activity. This window presents the available standard and custom templates for either Web or Dialog activities so that the business user can choose the appropriate template. You can customize what business users see in this window.


Options for customizing the marketing activity template picker contents

The following screen capture shows the marketing activity template picker and includes callouts identifying areas that you might want to customize:


Sample XML definition

There are two OpenLazlo files that contain the marketing activity template picker properties views:

The following snippet is the class definition for mktWebActivityTemplatePickerWizard located in the WebActivityTemplatePickerWizard.lzx file; an explanation follows the snippet:

<class name="mktWebActivityTemplatePickerWizard" extends="mktBaseWebActivityTemplatePickerWizard">    
<wcfPropertyValuesFilter displayName="${mktMarketingResources.standardTemplateFolder.string}" propertyName="activityId" values="10,20,30,40,50,70" />    
<wcfPropertyValuesFilter displayName="${mktMarketingResources.customTemplateFolder.string}" propertyName="activityId" negate="true" values="10,20,30,40,50,70" />    
<wcfPropertyValuesFilter displayName="${mktMarketingResources.allTemplateFolder.string}" propertyName="activityId" values="" />
</class>

Each wcfPropertyValuesFilter entry defines a folder in the marketing activity template picker. By default, there is a Standard Templates folder, a Custom Templates folder and an All Templates folder. Notable parameters are:

values

Specifies which templates to display in the folder. The identifiers (for example, 10,20,30,40,50,70) are the DMACTIVITY_ID of the template from the DMACTIVITY table. For the default folder labeled All Templates (shown in the fourth line of the previous example), the values parameter is left blank.

negate

Include the negate=true parameter if you want the folder to contain templates that do not match the templates listed in the values parameter. The default folder labeled Custom Templates (shown in the third line of the previous example) contains the negate=true parameter so that the folder contains all custom templates that business users create, but none of the standard templates.


Related tasks

Changing the contents of the element palette in the Activity Builder

Changing the contents of the marketing activity template picker

Related reference

Element palette

wcfPropertyValuesFilter


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