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
Procedure
- Open HCL Commerce Developer and switch to the Enterprise Explorer view.
- In the Enterprise Explorer view, expand .
-
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.
-
In the properties view file, locate:
- The XML element named
palette
- The XML element named
-
Customize the XML under the XML element, as required. Here are a couple of examples:
- To hide a palette element from business users:
- 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"/>
- Delete the line.
- Find the
- To rename a group:
- Create a custom resource bundle class that contains the new text for the group label.
- 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">
- In the
resourceBundle
attribute, specify the resource bundle class to use; then, in thename
attribute, specify the resource key.You can remove the
helpText
andhelpLink
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.
- To hide a palette element from business users:
- Save and close the file.