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 topic to ensure that you understand how the element palette is defined:

Procedure

  1. Open HCL Commerce Developer and switch to the Enterprise Explorer view.
  2. In the Enterprise Explorer view, expand LOBTools > WebContent > WEB-INF > src > xml > commerce > marketing > propertiesViews.
  3. Open the properties view file for the version of the Activity Builder that contains the palette that you want to change.
    The properties view files are:
    WebActivityBuilder.xml
    This properties view contains the palette for Web activities.
    WebActivityTemplateBuilder.xml
    This properties view contains the palette for Web activity templates.
    DialogActivityBuilder.xml
    This properties view contains the palette for Dialog activities.
    DialogActivityTemplateBuilder.xml
    This properties view contains the palette for Dialog activity templates.
  4. In the properties view file, locate:
    • The XML element named palette
  5. Customize the XML under the XML element, as required. Here are a couple of examples:
    • To hide a palette element from business users:
      1. Find the <Element section for the element you want to hide. For instance, 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 resource bundle class that contains the new text for the group label.
      2. Find the <Group section for the group you want to rename. For instance, 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 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.