This section is meant to be used as a quick reference guide while you are using the Customization wizard. This guide is by no means a complete list of every icon, symbol, link, comment, or drop-down menu that you will see. Instead, it references only those important functions that you will frequently use. For a complete reference to the Customization wizard, see Section 2 Customizing the Subscriber Interface or the online help.
Various action icons may be displayed while viewing the current draft version or production version of the selected layout element. These icons allow you to perform certain actions on the layout element. Not all actions are always available.
Copy from Production Version – Click to make a copy of the current production version and use it as the new draft version. This will overwrite all current changes to the draft version. The production version remains unchanged.
Deploy as Production Version – Click to deploy the current draft version as the new production version. This will make a copy of the current draft version of the selected layout element and write it into the element's production version, making this the version of the selected element which subscribers actually see. The draft version remains unchanged. If you have at least one layout element in the dataset where the draft version is different than the current production version, then the Deploy icon allows you to deploy all these draft versions at once (either the ones in the dataset itself or all draft versions in the dataset and all its lists).
Reset To System Default – When this icon is located on the Production tab, then click it to reset the current production version to the LISTSERV Maestro system default. This will overwrite all manual changes to the production version and will reset it to its default. The draft version remains unchanged.
Show Preview – Click to show the preview of the current production version.
View Source – Click to view the source of the current production version.
Each table on the Membership Area Layout tab lists the available elements and displays their current customization status:
The draft version of the layout element is not customized.
The draft version of the layout element is customized.
The production version of the layout element is not customized.
The production version of the layout element is customized.
The draft version of the page is customized, but the customized version is no longer compatible with the dataset. Therefore, before you can view (or deploy) the current customized draft version, you will have to make it compatible with the dataset again.
The production version of the page is customized, but the customized version is no longer compatible with the dataset. Therefore, the system has automatically modified the customized production version to make it compatible again (and has saved a backup copy of the original customized production version).
The draft version is the same as the production version.
The draft version is not the same as the production version.
If neither version is customized, then no comparison symbol is displayed because the two versions are using the default version.
The placeholder tree shows each placeholder by its name using the following symbols:
Free Placeholder – Free placeholders may appear anywhere on the page, even "inside" other placeholders. They are always optional, which means that you can include them, but do not have to.
Optional Restricted Placeholders – Restricted placeholders must adhere to their parent-child structure. This means that all top-level restricted placeholders (i.e. the ones without any further parents in the tree structure) can be used anywhere on the page, at top level (not "inside" other placeholders), while sub-level placeholders can only be used on the page if they appear "inside" their matching parent placeholder (as defined by the tree structure). An optional restricted placeholder can be included on the page, but does not have to be included. If such a placeholder is omitted, all its children (if any) must be omitted too.
Mandatory Restricted Placeholders – The same rules about restricted placeholders as already described above for optional restricted placeholders apply here too, but placeholders of this type are mandatory (i.e. they must appear on the page); otherwise, the customization is not accepted by the system. Mandatory placeholders are also marked by using a bold font for their name.
Links are the most common function in the Customization wizard. To select a template or page to customize, simply click on the link for that template or page. To perform a specific function, simply click on that link. Some of these links are:
Advanced Customization – Used to customize an advanced element, such as user messages or input validation errors.
Profile-Placeholder Default Attributes – Used to customize the placeholders used on customized pages. For more information, see Section 1.3.1 Customizing Placeholders.
Select a page – In addition to the header/footer template, there are a number of other layout elements which can be customized. This link takes you to a list of all available layout elements.
Supply a custom membership area header/footer – The header/footer is a common template which is (by default) shared by all pages that constitute the membership area; therefore, any changes to the header/footer will automatically affect all pages. Because of this, the header/footer is the ideal place to start the customization, providing a common layout for all pages.
Various comments may also be displayed, depending on the type of layout element you selected to customize.
Header/Footer Template – This comment shows how many pages (in the dataset and its lists) that are currently using the header/footer template (i.e. pages that do not have a header/footer defined of their own but are inheriting the template). Click the Details link to view a detailed list of pages using this template.
Input Validation Errors – The comment describes the currently selected error message and the circumstances under which it may occur. Also, unless the current message is already the error-header/footer of the error group, then it provides a link to select the error-header/footer for the current error group. By editing the error-header/footer, you can provide all errors in one error group with the same opening and closing texts.
List Page Templates – The first comment shows if the template page inherits the header/footer template (see above) or if the header/footer is defined locally on the list page template. The second comment (below the first one) shows how many list pages are currently using the corresponding template (i.e. pages that only define the layout of the actual list profile fields locally, but also inherit the rest of the page layout from this template).
Message Page Texts – The comment describes the currently selected message and the circumstances under which it is displayed to the subscriber.
Normal Pages – The comment displays if the page inherits the header/footer template (see above) or if the header/footer is defined locally on the page.
Drop-down menus are a common feature when customizing a template or page. The menus available for customization will vary depending on the template or page you are customizing. Some menus are universal and will help you pick the template or page you to customize. Some of these menus are:
Currently Customizing – Click the drop-down menu and select Membership Area Layout (to customize the dataset) or Layout of List (to customize a specific list in the dataset).
Select Page – This menu is shown if you are customizing a list. Click the drop-down menu and select the layout element you want to customize.
Select Page/Template – This menu is shown if you are customizing a dataset. Click the drop-down menu and select the layout element you want to customize.