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:
- Generate default UI customization templates:
- Click to open the Preferences window.
- Expand Data, and click Administrative
Options.
- 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.
- 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.
- Use an editor to modify the default customization templates to
reflect your organization's allowed options:
- Click
- 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.
- 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.
- Save your changes.
- Specify the path to the modified XML file in the Preferences window:
- Click to open the Preferences window.
- Expand Data, and click Administrative
Options.
- 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.
- Click OK.
- Close and reopen the workbench.
- 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.