Configuring Siebel Business Applications > Configuring Views, Screens, and Applications > Customizing a View >
Example of Creating an Applet Toggle
This topic describes one example of configuring an applet toggle. You might use this feature differently, depending on your business model. For more information, see Options to Toggle Between Applets in a View. Assume you use the Contact business component to store information about the preferred payment method that your customer uses. Payment methods are cash, credit card, or check. Table 34 describes the data requirements for each payment method.
Table 34. Payment Methods and Data Requirements for the Applet Toggle Example
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Cash |
There are no special data requirements. The default payment method is Cash. |
Credit Card |
The following data is required:
- Credit Card Type
- Credit Card Number
- Expiration Date
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Check |
The following data is required:
- Checking Account Number
- Routing Number
- Driver License Number
- Driver License State
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You can use a static toggle applet or a dynamic toggle applet for this example:
- To allow the user to toggle between the different applets, a static toggle applet requires the user to choose the applet from the Show list.
- A dynamic toggle automatically toggles between applets that reference the value in the Payment Type field.
To create an applet toggle
- In Siebel Tools, display the applet toggle object type.
For more information, see Displaying a System Field in an Applet.
- Create the following fields in the Contact business component:
- Payment Method. Use a static, bound list that contains Cash, Credit Card, and Check.
- Credit Card Type.
- Credit Card Number.
- Expiry Date.
- Checking Account Number.
- Routing Number.
- Driver License Number.
- Driver License State.
- Display the Payment Method Field in the Contact Form Applet.
This applet is the default applet that Siebel CRM uses if the preferred payment method of the contact is Cash.
- Create two copies of the Contact Form Applet.
Name one applet Contact Form Applet - Credit Card and the other applet Contact Form Applet - Check.
- Display the following fields in the Contact Form Applet - Credit Card applet:
- Display the following fields in the Contact Form Applet - Check applet:
- In the Object Explorer, click Applet, and then locate the Contact Form Applet in the Applets list.
- In the Object Explorer, expand the Applet tree, click Applet Toggle, and then create a new applet toggle in the Applet Toggles list using values from the following table.
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Applet |
Contact Form Applet - Check |
Auto Toggle Field |
Payment Method |
Auto Toggle Value |
Check |
Name |
Contact Form Applet - Check |
Parent Name |
Contact Form Applet |
To create this example with a static toggle applet, leave the Auto Toggle Field and Auto Toggle Value properties empty.
- Create another new applet toggle in the Applet Toggles list using values from the following table.
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Applet |
Contact Form Applet - Credit Card |
Auto Toggle Field |
Payment Method |
Auto Toggle Value |
Credit Card |
Name |
Contact Form Applet - Credit Card |
Parent Name |
Contact Form Applet |
To create this example with a static toggle applet, leave the Auto Toggle Field and Auto Toggle Value properties empty.
- Set the Immediate Post Changes property of the Payment Method business component field to TRUE.
If the Immediate Post Changes property is FALSE, then the toggle does not occur until the user saves the record.
- Compile and test your changes.
For more information, see Using Siebel Tools.
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