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 template folder or hide templates that you do not use.

WebSphere Commerce Professional WebSphere Commerce Enterprise Dialog activities are available only in the Professional and Enterprise editions of WebSphere Commerce.

Before you begin

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

Procedure

Open WebSphere Commerce Developer and switch to the Enterprise Explorer view.
Complete one of the following steps:
- In the Enterprise Explorer view, expand LOBTools > WebContent > WEB-INF > src > lzx > commerce > marketing > propertiesViews.
- In the Enterprise Explorer view, expand LOBTools > WebContent > config > commerce > marketing > propertiesViews.

Open the marketing activity template picker properties view file that you want to change:

Option	Description
For Dialog activities	DialogActivityTemplatePickerWizard.lzx DialogActivityTemplatePickerWizard.def
For Web activities	WebActivityTemplatePickerWizard.lzx WebActivityTemplatePickerWizard.def

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

Option Description

To hide a template within a folder from business users

Option	Description
To hide a template within a folder from business users	Find the `<wcfPropertyValuesFilter` line for the folder that contains the template you want to hide. For example, the line for the Standard Templates folder for Web activities looks like this: `<wcfPropertyValuesFilter displayName="${mktMarketingResources.standardTemplateFolder.string}" propertyName="activityId" values="10,20,30,40,50,70" />` From the `values` attribute, remove the identifier that represents the template you want to hide. For example, if you remove the identifier `50`, then the Promotion Recommendation template does not display in the template picker for Web activities. The identifier is the DMACTIVITY_ID value for the template in the DMACTIVITY table. Find the `PropertyValuesFilter` element for the folder that contains the template you want to hide. For example, the element for the Standard Templates folder for Web activities looks like this: `<PropertyValuesFilter displayName="${mktMarketingResources.standardTemplateFolder}" propertyName="activityId" values="10,20,30,40,50,70,80,85,90,95,100"/>` From the `values` attribute, remove the identifier that represents the template you want 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 that contains some templates	Add a `<wcfPropertyValuesFilter` line to create the new folder. For the `values` attribute, specify the identifier of the templates you want to include in the folder. The identifier is the DMACTIVITY_ID value for the template in the DMACTIVITY table. For example, a folder that is called Holiday Templates and contains three templates might be defined like this: `<wcfPropertyValuesFilter displayName="Holiday Templates" propertyName="activityId" values="100,105,320" />` Add a `PropertyValuesFilter` element to create the new folder. For the `values` attribute, specify the identifier of the templates you want to include in the folder. The identifier is the DMACTIVITY_ID value for the template in the DMACTIVITY table. For example, a folder that is called Holiday Templates and contains three templates might be defined like this: `<PropertyValuesFilter displayName="Holiday Templates" propertyName="activityId" values="100,105,320" />`

Find the <wcfPropertyValuesFilter line for the folder that contains the template you want 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" />
```
From the values attribute, remove the identifier that represents the template you want 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.

Find the PropertyValuesFilter element for the folder that contains the template you want to hide. For example, the element for the Standard Templates folder for Web activities looks like this:
```
<PropertyValuesFilter displayName="${mktMarketingResources.standardTemplateFolder}" propertyName="activityId" values="10,20,30,40,50,70,80,85,90,95,100"/>
```
From the values attribute, remove the identifier that represents the template you want 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 that contains some templates

Add a <wcfPropertyValuesFilter line to create the new folder.
For the values attribute, specify the identifier of the templates you want to include in the folder.
The identifier is the DMACTIVITY_ID value for the template in the DMACTIVITY table.
For example, a folder that is called Holiday Templates and contains three templates might be defined like this:
```
<wcfPropertyValuesFilter displayName="Holiday Templates" propertyName="activityId" values="100,105,320" />
```

Add a PropertyValuesFilter element to create the new folder.
For the values attribute, specify the identifier of the templates you want to include in the folder.
The identifier is the DMACTIVITY_ID value for the template in the DMACTIVITY table.
For example, a folder that is called Holiday Templates and contains three templates might be defined like this:
```
<PropertyValuesFilter displayName="Holiday Templates" propertyName="activityId" values="100,105,320" />
```

Save and close the file.

What to do next

After you complete your customization:


Version	Steps
	Right-click LOBTools Project; then click Build OpenLaszlo Project to produce an updated ManagementCenter.swf file under the `workspace_dir`\LOBTools\WebContent directory. This setting is the default environment setting. Test your changes by viewing them in the Management Center, using this URL: https://`hostname`:8000/lobtools. Deploy your changes to your production environment.
	Test your changes by viewing them in the Management Center, using this URL: https://`hostname`:8000/lobtools. Deploy your changes to your production environment.