Designers
Overview
The files that you use to perform your customer and prospect communications – such as selection rules, audiences, offers and interactions – are all created and managed in a series of ‘designers’, each tailored to a specific file type.
Most designers display a single file…for example, the Audience Designer:
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However, the Rule Designer is able to show more than one file concurrently:
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Designer Toolbars
RPI’s designer interfaces feature a toolbar that provides access to functionality relevant to the current context. All toolbars are different; this example comes from the Audience Designer:
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The following are shown to the right of a designer toolbar:
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Version number: a read-only representation of the file’s current version number (following its assignment at its initial saving) is displayed.
Follow/Unfollow File: allows you to take an interest in a specific file, such that alerts are sent to you on the undertaking of activities in respect of the same. Covered separately in this documentation.
File options: clicking this button displays a context menu, exposing the following options:
View File Information: displays the file’s details in the File Information Dialog (documented separately).
Open File Location for [filename]: opens the File System Dialog, displaying the contents of the folder in which the file is saved, with the file selected in the same context.
Manage Metadata for this file: this button is available prior to a file's initial save to the RPI file system. Clicking it displays the [Filename] - File Metadata Editor dialog. Learn more about this option.
View Linked Page Options: allows you to view or manage a Wiki or web page associated with the item you are currently working on. If you have established the context of a current item, if the item is not linked to a Wiki page, the menu exposes the following item:
Link File to Page: displays the Choose Linked Page dialog, which is covered elsewhere in the Framework documentation.
Open Linked Page (available if current item is linked to a Wiki page): displays the linked Wiki or web page in the Linked Page Browser.
Change Linked Page (available if current item is linked to a Wiki page): displays Choose Linked Page dialog, which is covered elsewhere in the Framework documentation.
Manage Metadata for this file
The dialog allows you to record metadata values in the context of a file. The dialog contains the following:
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Description: you can optionally specify a description for the file in this field. The value provided can be up to 1000 characters in length.
Metadata attribute list: this dropdown list allows you to select a configured attribute list, which defines the set of metadata attributes in respect of which values can be captured for the file. Initially, a list is not selected, and you must select an attribute list in order to specify metadata attributes for a file.
Clear selected Metadata Attribute List: this button is only available when a Metadata attribute list has been selected. It allows you to clear the selected value.
Metadata attributes: prior to selection of a Metadata attribute list, this section displays a message: “Please select a metadata attribute list to specify metadata attribute values for this file.” Once a Metadata attribute list has been selected, the list of metadata attributes associated with the same are displayed. The following columns are shown:
Name
Open Linked Page: you can click the button to open a linked Page in the Linked Page Browser if applicable.
Value: a writeable field. The attribute's default value is displayed (if appropriate). When a value is specified, a Revert button shown; invocation removes the override and reverts the value to the default.
Description
Note that file metadata is persisted as XML in the FileMeta column in the op_Files table in the Interaction_XXX database.
Conclusion
For files opened in the Rule Designer, the same are shown at panels’ footers:
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When there is insufficient screen real estate to display all of a toolbar’s buttons (for example, if the RPI Window has been restored and reduced in size), an overflow arrow is displayed to the right of the toolbar.
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Clicking the arrow provides access to the otherwise inaccessible menu items.
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