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.