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Grouping Items onto Pages of the Siebel Configurator User Interface


Groups are the way you define which components or attributes of a product go on which selection pages. Depending on the product theme, all the items in a group display on one page. These pages display when the user selects the item for configuration.

For example, you design a customizable product that includes a computer monitor and a service plan. The user can select from among 4 monitors and 3 service plans. To display monitors and service plans on separate selection pages, you would create one group for monitors and one for service plans.

All the relationships, resource definitions, and linked items in a customizable product are listed in the User Interface view. Each item has an Add Item to Group button.

The attributes of the product are also listed. For products with components, these are not the attributes defined for items in relationships. These are the attributes that the whole product with components inherits from the class to which it belongs in the product table.

Setting up groups requires two steps:

  1. Create a group for each selection page.
  2. Add items to the groups.

This task is a step in Process of Creating a Custom Siebel Configurator User Interface.

To create a group

  1. In the User Interface list, click the name of a user interface.

    The User Interface Group list appears.

  2. In the User Interface Group list, add a new record and complete the necessary fields, described in the following table.
    Field
    Comments

    Group Name

    Enter a name for the group. This name displays on the selection page. Use the product theme to guide how you choose group names. For example, if you use a tab theme, name the group according to what you want to appear on the page tabs.

    Group Theme

    Select the group theme, which controls the layout of the group within the base theme. In most cases, you should select the Standard Group Theme.

    Sequence

    Enter a number specifying the order in which pages display. The group with sequence = 1 displays first in the page series.

    Description

    Enter a description of the group for your own use. The description does do not display on the selection page.

  3. Repeat Step 2 until you have created all the desired groups.

Each group definition corresponds to one selection page. After you define a group, add the items you want to display on its corresponding page.

To add items to a group

  1. Select the desired group.
  2. In the explorer display of the product on the left of the screen, select the desired item and click Add Item.

    The item appears in the Group Item list, below the Group list.

  3. Complete the remaining fields in the Group Item list, described in the following table.
    Field
    Comments

    Name

    Displays the name of the item you added. For Relationship items, this field contains the product display name. For Attribute, Resource and Linked Items, this field contains the item name. This field displays in the selection page.

    Type

    Displays whether the item is from a relationship, is a resource, a linked item, or is an attributes.

    Sequence

    Enter a sequence number to control the order of display of relationships within a group. The item with Sequence =1 is displayed first in the group.

    UI Control

    Select a UI control, such as radio button or check box for the item or for the items in a relationship. For more information, see About Siebel Configurator UI Controls.

  4. Repeat Step 3 for each item you want to add to the group.
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