Security Guide for Siebel eBusiness Applications > Configuring Access Control > Managing Tab Layouts Through Responsibilities >

Exporting and Importing Tab Layouts

You can export and import tab layouts, in order to copy a tab layout from one responsibility to another.

For example, if you have a tab layout associated with one responsibility and you want to apply it to another responsibility, you can first export the desired tab layout settings to an XML file, optionally modify the file, and then import it to the target responsibility.

NOTE:  Tab layouts associated with responsibilities are stored in the Siebel File System as attachments. These files are automatically routed to mobile users.

Exporting Tab Layouts

This section provides the procedure for exporting tab layouts to an XML file.

To export tab layouts

1. From the application level-menu, choose Navigate > Site Map > Administration - Application > Responsibilities.
2. In the Responsibilities list, click the Tab Layout view tab.
3. Select the responsibility that has the desired tab layout.
4. Select a record in the Applications list.

   NOTE:  You can select multiple applications and export the tab layouts for a responsibility for one or more associated applications. The XML file will contain screen tab and view tab settings for the selected applications. When you later import the XML file, tags in the file specify the applications that will be affected if tab layouts are subsequently imported from this file.

5. Click the menu button in the Responsibilities list and select Export Tab Layout.
6. Save the XML file.

   For example, to save tab layout settings for a responsibility designed for field engineers who use Siebel Field Service, you might export a file such as Siebel Field Service@Field Engineer.xml.

Importing Tab Layouts

This section provides the procedure for importing tab layouts from an XML file you previously exported to.

To import tab layout to a target responsibility

1. From the application level-menu, choose Navigate > Site Map > Administration - Application > Responsibilities.
2. Click the Tab Layout view tab and select the target responsibility in the Responsibilities list.
3. Click the menu button in the Responsibilities list and select Import Tab Layout.
4. In the import dialog box, choose the XML file for the Application Tab Layout you want to import.
5. Click Import.

   After you have imported the XML file, default tabs in the application correspond to those defined in the file you imported.

   NOTE:  Importing a tab layout file hides and resequences views for affected users. Although you cannot roll back imported changes directly, you can still modify tab layout settings in the Responsibilities Administration view, or you can modify the XML file and reimport it.