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.
Before you begin
Procedure
- Open HCL Commerce Developer and switch to the Enterprise Explorer view.
-
Complete one of the following steps:
- In the Enterprise Explorer view, expand .
-
Open the marketing activity template picker properties view file that you want to change:
Option Description For Dialog activities - DialogActivityTemplatePickerWizard.xml
For Web activities - WebActivityTemplatePickerWizard.xml
-
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 - 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 identifier50
, 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
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
- Save and close the file.