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

Changing the contents of the marketing activity template picker

When a business user starts creating a new Web or Dialog activity, the New Activity From Template window presents a list of templates. You can customize what business users see in this window, also known as the marketing activity template picker. For example, you can add a new template folder or hide templates that you do not use.

Before you begin

Review the following topics to ensure that you understand the properties view for the marketing activity template picker:

• Marketing activity template picker

• wcfPropertyValuesFilter

• mktWebActivityTemplatePickerWizard

• mktDialogActivityTemplatePickerWizard

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 marketing activity template picker properties view that to change. Options are:

   • For Dialog activities: DialogActivityTemplatePickerWizard.lzx

   • For Web activities: WebActivityTemplatePickerWizard.lzx

4. Customize the marketing activity template picker as required. Here are a couple of examples:

   • To hide a template within a folder from business users:

     1. Find the <wcfPropertyValuesFilter line for the folder that contains the template to hide. For example, the line for the Standard Templates folder for Web activities looks like this:

        <wcfPropertyValuesFilter displayName="${mktMarketingResources.standardTemplateFolder.string}" propertyName="activityId" values="10,20,30,40,50,70" />
        

     2. From the values attribute, remove the identifier that represents the template to hide. For example, if you remove the identifier 50, then the Promotion Recommendation template does not display in the template picker for Web activities.

        The identifier is the DMACTIVITY_ID value for the template in the DMACTIVITY table.

   • To create a new folder containing some templates:

     1. Add a <wcfPropertyValuesFilter line to create the new folder.

     2. For the values attribute, specify the identifier of the templates to include in the folder.

        The identifier is the DMACTIVITY_ID value for the template in the DMACTIVITY table.

        For example, a folder called Holiday Templates that contains three templates might be defined like this:

        <wcfPropertyValuesFilter displayName="Holiday Templates" propertyName="activityId" values="100,105,320" />
        

5. 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

Related tasks

Changing the contents of the element palette in the Activity Builder

Related reference

Element palette

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