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.

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 how the element palette is defined:

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 properties view file for the version of the Activity Builder that contains the palette that you want to change.

The properties view files are:

Option	Description
Properties view OpenLaszlo class files	WebActivityBuilder.lzx This properties view contains the palette for Web activities. WebActivityTemplateBuilder.lzx This properties view contains the palette for Web activity templates. DialogActivityBuilder.lzx This properties view contains the palette for Dialog activities. DialogActivityTemplateBuilder.lzx This properties view contains the palette for Dialog activity templates.
Properties view definition files	WebActivityBuilder.def This properties view contains the palette for Web activities. WebActivityTemplateBuilder.def This properties view contains the palette for Web activity templates. DialogActivityBuilder.def This properties view contains the palette for Dialog activities. DialogActivityTemplateBuilder.def This properties view contains the palette for Dialog activity templates.

In the properties view file, locate:
- The data set named palette
- The xml element named palette
Customize the XML under the palette data set section or xml element, as required. Here are a couple of examples:
- To hide a palette element from business users:
  1. Find the <Element definition 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 OpenLaszlo lzx/commerce/foundation/restricted/ResourceBundle.lzx/wcfResourceBundleKey class that contains the new text for the group label.
  2. Find the <Group definition 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 OpenLaszlo 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.
Save and close the file.

What to do next

After you complete your customization:

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.