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Creating View Mock-ups


This topic is a task in the design process that is listed in Scenario for Using Rules to Provide Dynamic Navigation in a Siebel Task.

Four views are required for this business process flow:

  • Opportunity General Info view. User enters data for the new opportunity.
  • Excellent Lead Info view. User enters data for an excellent lead.
  • Very High Lead Info view. User enters data for a very high lead.
  • Default Lead Info view. User enters data for a lead that is neither excellent nor very high.

The following topics provide requirements for each view.

Opportunity General Info View Requirements

Figure 4 is a mock-up of the Opportunity General Info View. It is followed by UI element requirements for the view.

Figure 4. Opportunity General Info View Mock-up

Fields

Field Name
Type

Name

String

Sales Stage

String

Committed

Char

Close Date

Date

Revenue

Currency

Message

The message substitutes the login name of the user, and asks the user to update the fields displayed.

Buttons

The Previous button is disabled because this is the first view. All other buttons are enabled.

Excellent Lead Info View Requirements

Figure 5 is a mock-up of the Excellent Lead Info View. It is followed by UI element requirements for the view.

Figure 5. Excellent Lead Info View Mock-up

Fields

Field Name
Type

Opportunity Profile

String

Buttons

All other buttons are enabled. Finish Button is exposed.

Very High Lead Info View Requirements

Figure 6 is a mock-up of the Very High Lead Info View. It is followed by UI element requirements for the view.

Figure 6. Very High Lead Info View Mock-up

Fields

Field Name
Type

Goal

String

Buttons

All other buttons are enabled. Finish Button is exposed.

Default Lead Info View Requirements

Figure 7 is a mock-up of the Default Lead Info View. It is followed by UI element requirements for the view.

Figure 7. Default Lead Info View Mock-up

Fields

Field Name
Type

Our Weaknesses

String

Buttons

All other buttons are enabled. Finish Button is exposed.

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