Siebel Interactive Designer Administration Guide

What's New in This Release

Back to top

Interactive Designer and Interactive Selling Applications

About Siebel Advisor and Browser-Based Configurator

Interactive Designer Application Architecture

Performance Considerations for Interactive Designer

Siebel Configurator Deployment Methods

Back to top

Overview of the Interactive Designer Interface

Opening Interactive Designer

Project Administration Screen

Pageset Administration Screen

Back to top

Building Interactive Designer Applications

Applications Built with Interactive Designer

Process of Creating an Advisor Application

Process of Creating a Browser-Based Configurator Application

Back to top

Working with Interactive Designer Projects

About Interactive Designer Projects

The Default Project for Advisor Applications

Creating an Interactive Designer Project

Migrating an Interactive Designer Project

Copying an Interactive Designer Project

Performing an Interactive Designer Project Data Search

Validating an Interactive Designer Project

Previewing an Interactive Designer Project

Deploying an Interactive Designer Project

Exporting and Importing an Interactive Designer Project

Interactive Designer Projects in a Team Environment

Back to top

Working with Interactive Designer Pagesets

About Interactive Designer Pagesets

Creating Interactive Designer Pagesets

Locking Interactive Designer Pagesets

Specifying a Pageset to Configure a Product

Managing the Display of Pagesets in Advisor

Copying Interactive Designer Pagesets

Validating Interactive Designer Pagesets

Performing a Pageset Data Search

Back to top

Working with Interactive Designer Feature Tables

About Interactive Designer Feature Tables

Process of Creating Interactive Designer Feature Tables

Analyzing the Problem Before Creating Feature Tables

Creating an Interactive Designer Feature Table

Designing an Interactive Designer Feature Table

Entering Data in the Interactive Designer Feature Table

Creating Linked Interactive Designer Feature Tables

Managing Interactive Designer Feature Table Columns

Editing a Feature Table

Back to top

Working with Interactive Designer Configuration Tables

About Interactive Designer Configuration Tables

The Configuration Matching Process

Configuration Column Types

Cell Functions for Interactive Designer Configuration Tables

Range Functions for Interactive Designer Configuration Tables

Process of Creating Interactive Designer Configuration Tables

Opening the Interactive Designer Configuration Table

Designing the Interactive Designer Configuration Table

Entering Data in the Interactive Designer Configuration Table

Creating Exception Messages in Interactive Designer

Creating Cross-Sell and Up-Sell Messages in Interactive Designer

Back to top

Building the UI with Interactive Designer

About Building a UI with Interactive Designer

About Interactive Designer Input UI Controls

Creating Input UI Controls with Interactive Designer

Generating Your Input UI Display Page with Interactive Designer

About Interactive Designer Output UI Controls

Creating Output UI Controls with Interactive Designer

Generating Your Output UI Display Page with Interactive Designer

Back to top

Using Interactive Designer Contents Lists

About Interactive Designer Contents Lists

Process of Creating an Interactive Designer Contents List

Creating a Contents List Record

Creating Contents List Items

Contents Lists for Advisor

Back to top

Working with Deployed Interactive Designer Applications

Running Interactive Designer Applications in Stand-Alone or Standard Mode

Calling Your Interactive Designer Application from Another Siebel Application

Referencing Pagesets from Customizable Products

Invoking the ShowCDA Method from a Button

Passing in Parameters When Invoking the ShowCDA Method

Synchronization Setup for Interactive Designer

Modifying the Siebel Synchronize Database Behavior

Using the Synchronize CDA Projects Screen

Modifying the Project Synchronization Behavior

About Working with Interactive Designer Applications in Mobile Client Mode

Back to top

Advanced Modeling for Interactive Designer

Trigger and Target Feature Tables for Interactive Designer Applications

Creating Trigger and Target Feature Tables

Example of Creating Trigger and Target Tables

Additional Trigger Capabilities

Dynamic Defaults in Interactive Designer Applications

Creating Dynamic Defaults for Interactive Designer Applications

Example of Dynamic Defaults in Interactive Designer Applications

Working with Subconfiguration in Interactive Designer

Example of Subconfiguration in Interactive Designer Applications

About Referencing Feature Tables in Subconfigured Data Models

About Setting Defaults in Subconfigured Data Models

About Accessing Model Variables

Performance Considerations for Subconfigured Data Models

Duplicate Configuration Column Names in Subconfigured Data Models

Creating Javascript Conditional Statements for Interactive Designer Applications

Back to top

Customizing the UI of Interactive Designer Pages

About Customizing Your UI

Editing the Project UI Files

About the Project UI Files

About Modifying the Contents List Location

About the UI Controls

Using UI Templates

Back to top

Referencing Other Siebel Data from Interactive Designer

About Referencing Other Siebel Data from Interactive Designer Applications

Binding Interactive Designer Data to Siebel Business Components

Adding Access from Interactive Designer to Other Business Components

About Modeling for Customizable Products in Interactive Designer

Data Evaluation in Interactive Designer Feature Tables

Data Evaluation in Interactive Designer Configuration Tables

Evaluation of the Customizable Product Structure in Interactive Designer Applications

Automatic Creation of the Customizable Product Structure

Best Practices for Modeling Customizable Products

Runtime Interaction of Interactive Designer Applications with the Shopping Cart or Quote

Runtime Interaction of Interactive Designer Applications with Server-Based Configurator

Runtime Access to Pricing Information in Interactive Designer Applications

About Publishing Pricing Information in Pagesets

Associating a Price List with a Browser-Based Model

About Modifying Display Information in app_config.js

About Modifying the Application Configuration File

Adding Rules Based Pricing

Back to top

Working with Interactive Designer Project Files

About the Interactive Designer Project Files

Interactive Designer Project Structure

The Project Files Tab

Viewing the Interactive Designer Project Files

Creating a File Attachment to an Interactive Designer Project File

Editing a File Attachment to an Interactive Designer Project File

Back to top

Implementation of Multi-Variable and Cascading Triggers

Back to top