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Exporting and Importing Tab Layouts

To copy a tab layout from one responsibility to another, you can export and import tab layouts. 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 topic provides the procedure for exporting tab layouts to an XML file.

To export tab layouts

1. Navigate to the Administration - Application screen, then the Responsibilities view.
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.

   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 are 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.

NOTE:  When you export the tab layout for a responsibility, only the differences between the current tab layout settings and the default tab layout settings are exported. If you want to migrate the tab layout for a responsibility from one Siebel environment to another, rather than just from one responsibility to another, then the XML file you import must include all the tab layout settings for the responsibility, not just the differences. In this case, you must edit the XML file and manually add the tab layout information for any views not already included.

Importing Tab Layouts

This topic 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, navigate to the Administration - Application screen, then the Responsibilities view.
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.

6. (Optional) If the XML file you are importing contains all the tab layout settings for a responsibility, not just the differences between the existing tab layout and the default tab layout, then, after importing the XML file, you must log out of the application, then log back in again to see the updated tab layout.

Related Topic

Managing Tab Layouts Through Responsibilities