Develop > Presentation layer > Customize marketing > Marketing customization: Management Center > Customizing the palette and template picker contents

Changing the contents of the element palette in the Activity Builder

When business users create Web or Dialog activities, they choose triggers, targets, actions, and branches from the element palette. You can customize what business users see in the element palette. For example, you can reorder the elements, group them differently, or hide elements from business users.

Before you begin

Review the following topics to ensure that you understand how the element palette is defined:

• Element palette

• mktActivityBuilder

Procedure

1. Open WebSphere Commerce Developer and switch to the Enterprise Explorer view.

2. In the Enterprise Explorer view, expand LOBTools > WebContent > WEB-INF > src > lzx > commerce > marketing > propertiesViews.

3. Open the properties view file for the version of the Activity Builder that contains the palette that to change. The properties view files are:

   WebActivityBuilder.lzx

   This properties view contains the palette for Web activities.

   WebActivityTemplateBuilder.lzx

   This properties view contains the palette for Web activity templates.

   DialogActivityBuilder.lzx

   This properties view contains the palette for Dialog activities.

   DialogActivityTemplateBuilder.lzx

   This properties view contains the palette for Dialog activity templates.

4. In the properties view file, locate the dataset named palette.

5. Customize the XML under the palette dataset section as required. Here are a couple of examples:

   • To hide a palette element from business users:

     1. Find the <Element definition for the element to hide. For example, the line that adds the Customer Is In Segment trigger to the palette for Dialog activities looks like this:

        <Element objectType="customerIsInSegment"/>    
        

     2. Delete the line.

   • To rename a group:

     1. Create a custom OpenLaszlo wcfResourceBundleKey class that contains the new text for the group label.

     2. Find the <Group definition for the group you want to rename. For example, the line that adds the Target group to the palette looks like this:

        <Group resourceBundle="mktMarketingResources" name="targets" helpText="help_palette_targets" helpLink="concepts/csbtargets.htm">
        

     3. In the resourceBundle attribute, specify the OpenLaszlo resource bundle class to use; then, in the name attribute, specify the resource key.

        You can remove the helpText and helpLink attributes if you no longer need the renamed group to have a tooltip or a More details... link to the information center online Help topic.

6. Save and close the file.

What to do next

After you complete the customization:

1. Right-click LOBTools Project; then click Build OpenLaszlo Project to produce an updated ManagementCenter.swf file under the workspace_dir\LOBTools\WebContent directory. This is the default environment setting.

2. Test the changes by viewing them in the Management Center, using this URL: https://hostname:8000/lobtools.

3. Deploy your changes to the production environment.

Related concepts

Marketing activity template picker

Rank list framework for marketing actions

Related tasks

Changing the contents of the marketing activity template picker

Add the campaign element to the element palette in the Activity Builder

Related reference

Element palette

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