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Configuring Siebel Business Applications > About Views, Screens, and Applications > Options to Create a View or Screen > Options to Drill Down to Another ViewA drilldown is a type of field that allows the user to navigate from a field to another view that presents more information about the chosen record. Siebel CRM displays a drilldown primarily in a list applet. The drilldown object is a child object of an applet. A drilldown can be static or dynamic. Consider the following drilldown behavior:
Siebel CRM does not support drilldown on a multi-value group applet, pick applet, or association applet. How Siebel CRM Constructs a Static DrilldownA static drilldown is a type of drilldown that navigates the user to the same view. Figure 28 illustrates how Siebel CRM constructs a static drilldown. Siebel CRM uses the following objects to construct a static drilldown:
Objects Siebel CRM Uses to Construct a Dynamic DrilldownA dynamic drilldown is a type of drilldown that navigates the user to a different view. This navigation depends on a condition, such as the value of a field. A dynamic drilldown allows the user to navigate to multiple views from the same link field, depending on the value of a field in the current record of the applet. This functionality is useful if certain processing is required for various types of contacts, opportunities, accounts, and so forth. For example, the business component might include a field on which Siebel CRM can evaluate the condition, such as the Lead Quality of an opportunity or the primary Industry of an account. The drilldown then navigates the user to a different view depending on the value in the field. Figure 29 illustrates the relationships between objects in a dynamic drilldown. To create a dynamic drilldown, you define one or more dynamic drilldown destination children of the drilldown object for the field and the corresponding list column or control. The functionality of the drilldown object in a dynamic drilldown is the same as it is with a static drilldown with the following exceptions:
For example, assume the Industry field in the Account business component is designated as the type field in a list of dynamic drilldown destinations:
CAUTION: Avoid defining a link that routes from one dynamic drilldown object to another dynamic drilldown object. If you create child dynamic drilldown destinations of a drilldown object, then make sure they do not route to a drilldown object that includes child dynamic drilldown destinations. This technique might cause ambiguity or looping problems. How Siebel CRM Handles a Dynamic Drilldown if Multiple or No Conditions Are MetIf the condition in one dynamic drilldown destination is met, then the link navigates to the defined drilldown object. If more than one condition is met, then Siebel CRM uses the lowest value in the Sequence property to identify the first condition that it uses as the destination drilldown object. If no condition is met, or if no dynamic drilldown destinations are supplied as children of the drilldown object, then the drilldown object supplies the name of the destination view. If you define multiple drilldown objects for an applet, then reference any given field in the business component only one time for all available drilldown objects. For a dynamic drilldown, set the Hyperlink Field property of the drilldown object that contains the dynamic drilldown destinations. |
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