Creating a Layout
Before you begin, if you are somewhat unclear on Layout Files, you will find it helpful to review this information first. Without a good understanding of the different files involved, it is difficult to understand some of the editor functions.
To access the Layout Editor:
From the Application Function Bar, select Administration > Layout Editor. The Layout Editor page displays.
Opening a Layout
The first thing you need to know after opening the Layout Editor is which layout you want to customize, as well as the companies and configurations to which you want the change to apply. If you are unsure of the name of the layout, you can open up the screen in Emplifi Agent and select [Ctrl + Q]. The View Name field on this window tells you the name of the layout that you are looking at. Once you have this information, you can bring up the desired Layout Editor list on the Function Page.
See the table below for a description of the required fields.
The drop-down selections below are only examples and may be different than your defaults.
Field | Field Name | Description |
|---|---|---|
 | Sensitive Data check box | If Sensitive Data is set up for your system, this option allows you to view all sensitive data layouts. |
 | Layout list | Displays a list of all layouts. Select the layout you want to edit. |
 | Company ID | Displays a list of all company IDs. If you only have one company ID, it is the default. |
 | Configuration ID | Defines which configuration the layout customization applies to. |
 | Language ID | Select the language you want the user interface to display. By default, this field is filled in with your current language. |
To open a layout for editing:
If sensitive data is configured, select the Sensitive Data check box to view all sensitive data layouts.
Select the name of the layout from the Layout list.
Select the Company ID to which you want the customization to apply.
Select the Configuration ID to which you want the customization to apply.
Finally, select the Language ID to apply a language to the user interface.
For information on the general tasks of editing layouts, see Editing a Layout.
Previewing a Layout
After making edits to the layout, you may select the Preview Layout button. This allows you to view the window as it displays to the user.
Saving a Layout
Once you have made modifications to a layout, they need to be saved.
Click the Save button. This saves the modifications for the Company ID and Configuration ID that are selected.
If you have not selected a configuration from the list, the save options will not include the variations containing configuration ID. The same is true for company.
Layouts in a Multi-Language Environment
The layout definitions for a given company or configuration do not need to change for different languages. During layout generation, the translatable elements within the layouts are automatically replaced with the correct items for the selected language.
For example, consider two agents using a different language, where both agents belong to Company ABC and configuration DEFAULT. The generated layouts would be the same for both agents except that the text labels on the screens would be in different languages.
The translatable elements in the layout files are contained in files called TranslateListLxx.xml. The two letters following the "L" denote the language ID of the translate list. There is a separate file for every supported language. The Translate Lists now include the version of Emplifi Agent for which the list was created.