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

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

Procedure

  1. Open HCL Commerce Developer and switch to the Enterprise Explorer view.
  2. Complete one of the following steps:
    • In the Enterprise Explorer view, expand LOBTools > WebContent > config > commerce > marketing > propertiesViews.
  3. Open the marketing activity template picker properties view file that you want to change:
    OptionDescription
    For Dialog activities
    • DialogActivityTemplatePickerWizard.xml
    For Web activities
    • WebActivityTemplatePickerWizard.xml
  4. Customize the marketing activity template picker, as required. Here are a couple of examples:
    OptionDescription
    To hide a template within a folder from business users
    1. 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"/>
    2. 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
    1. Add a PropertyValuesFilter element to create the new folder.
    2. 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" />
  5. Save and close the file.