Customizing the user interface using UI customization templates

Use the Administrative Options page of the Preferences window to generate default user interface (UI) customization templates. Modify the templates to reflect the options that are allowed in your organization.

To customize the user interface using UI customization templates:

  1. Generate default UI customization templates:
    1. Click Window > Preferences to open the Preferences window.
    2. Expand Data, and click Administrative Options.
    3. Optional: Modify the path in the UI customization target field. When you generate the default template, it will be saved in this directory. This path must be a local directory on your computer.
    4. Click Generate UI Customization Templates.
    An XML file containing default UI settings is generated and saved to the directory that you specified in the UI customization target field.
  2. Use an editor to modify the default customization templates to reflect your organization's allowed options:
    1. Click File > Open File
    2. Browse to the directory that you specified in the UI customization target field, select a generated template, and click OK. The XML file opens in the XML editor.
    3. Use the Source and Design views in the XML editor to modify elements and attributes.

      You can also use the Outline view to insert and delete elements.

      See the XML editor topics for more information about how to use the XML editor.

    4. Save your changes.
  3. Specify the path to the modified XML file in the Preferences window:
    1. Click Window > Preferences to open the Preferences window.
    2. Expand Data, and click Administrative Options.
    3. Modify the path in the UI customization source field to reflect the directory where you saved your modified UI customization file, or use a file system browser to copy your modified UI customization XML file into the default directory that is specified in this field.
    4. Click OK.
  4. Close and reopen the workbench.
  5. Test your changes by opening the UI elements that you customized.
Share the modified XML file with other team members. Each team member must store the XML file on their own computer and set the path preferences in the UI customization source field on the Administrative Options page in the Preferences window.

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