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Element palette

The element palette is the location in the Activity Builder from which business users choose triggers, targets, actions, and branch elements to add to Web and Dialog activities.

The elements in the palette are defined as a dataset in the Activity Builder. They are organized into groups using <Group> elements. Business users can drag elements within the groups into the activity flow. Each element in the palette must refer to a defined element template.

Each element (trigger, target, action, branch) defined inside the element palette is given two treatments. The first is that the element is made to be a dragable item; this results in the drag-and-drop functionality for business users. The second is that each element is given a tooltip message. The palette group names and the strings for the tooltips for each element are found in the specified resource bundle and use the element name as a key.

XML schema

Each Group in the palette is defined with a Name (for example, Triggers) and this name is used as a lookup key in the specified resource bundle in order to obtain the text for the Group. The children of Groups are Element nodes. Element nodes must refer to a defined element template. These element templates can be dragged and dropped onto the flow.

The following snippet is the XML schema definition for the palette configuration file:

<xsd:schema xmlns:xsd = "http://www.w3.org/2001/XMLSchema">    
<xsd:element name = "Element">        
<xsd:complexType>            
<xsd:attribute name = "objectType" type = "xsd:string"/>        
</xsd:complexType>    
</xsd:element>    
<xsd:element name = "Group">        
<xsd:complexType>            
<xsd:sequence maxOccurs = "unbounded" minOccurs = "0">                
<xsd:element maxOccurs = "unbounded" ref = "Element"></xsd:element>            
</xsd:sequence>            
<xsd:attribute name = "resourceBundle" type = "xsd:string"/>            
<xsd:attribute name = "name" type = "xsd:string"/>        
</xsd:complexType>    
</xsd:element>
</xsd:schema>

Sample XML definition

The following snippet is the default palette definition for the Dialog activity palette:

<dataset name = "palette">    
<Group
        resourceBundle = "mktMarketingResources"
        name = "triggers"
        helpText = "help_palette_triggers"
        helpLink = "concepts/csbtriggers.htm">        
<Element objectType = "wait"/>        
<Element objectType = "registers"/>        
<Element objectType = "purchases"/>        
<Element objectType = "customerParticipatesInSocialCommerce"/>        
<Element objectType = "customerAbandonsShoppingCart"/>        
<Element objectType = "customerCelebratesBirthday"/>        
<Element objectType = "customerIsInSegment"/>    
</Group>    
<Group
        resourceBundle = "mktMarketingResources"
        name = "targets"
        helpText = "help_palette_targets"
        helpLink = "concepts/csbtargets.htm">        
<Element objectType = "customerSegmentIdList"/>        
<Element objectType = "shoppingCart"/>        
<Element objectType = "purchaseHistory"/>        
<Element objectType = "catalogBrowsingBehavior"/>        
<Element objectType = "onlineBehavior"/>        
<Element objectType = "socialCommerceParticipation"/>        
<Element objectType = "time"/>    
</Group>    
<Group
        resourceBundle = "mktMarketingResources"
        name = "actions"
        helpText = "help_palette_actions"
        helpLink = "concepts/csbactions.htm">        
<Element objectType = "sendMessage"/>        
<Element objectType = "issueCoupon"/>        
<Element objectType = "addToRemoveFromCustomerSegment"/>    
</Group>    
<Group resourceBundle = "mktMarketingResources" name = "branching">        
<Element objectType = "simpleBranch"/>        
<Element objectType = "branch"/>    
</Group>
</dataset>

Each element defined above corresponds to a particular instance of a wcfFlowElementObjectDefinition object, specific to the element.

Related concepts

Marketing activity template picker

Related tasks

Changing the contents of the element palette in the Activity Builder

Changing the contents of the marketing activity template picker

Define icons to represent the campaign element

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