KB76730671: WebCenter - How to remove a customer from a Project or a Template

Description

When you create a project or a template, you have the possibility to add a customer. After adding the customer, it's possible to change the customer but you cannot leave the Customer field blank via the WebCenter interface.

Procedure

To leave the Customer field of a project or template blank, follow the steps given below:

Go to the Admin section of the WebCenter.
Under Project Management, go to Projects or Templates.
Next, select the Projects/ Templates where you need to clear the Customer field.
In the Actions menu, select Export. Open the newly created ExportedWebCenterProjects.xml file.

Search for the following tags:

<customer_id>00002_0000000003</customer_id> (id numbers are just examples)
<location_id>00002_0000000001</location_id>

</custom_project_status><customer_name>Esko</customer_name> (Customer and Location numbers are just examples)
<location_name>Ghent</location_name>

Delete the content of these tags to leave them like below:

<customer_id></customer_id>
<location_id></location_id>

</custom_project_status><customer_name></customer_name>
<location_name></location_name>

Save the XML file.
Go back to Admin > Project Management > Projects/ Templates.
On the top right, click Import from XML.
Select the saved XML file and click Import.
You will get the following result: Number of Projects/Templates Modified X (X being the number of projects or templates that you modified).
The Customer field of the project or template will be now empty!

Article information
Applies to	WebCenter 12.0 WebCenter 12.1 WebCenter 12.1.1
Created	06-Nov-13
Last revised
Author	PDCO
CW Number	196761

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