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Managing the Display of Pagesets in Advisor


When a user clicks Get Advice, the Advisor List appears and displays Advisor pagesets. You can control which pagesets display in this list by doing one of the following:

  • By choosing "In-Development" in the Display Category column when defining the pageset record. This prevents the pageset from displaying in the Advisor List for all users. Use this method for pagesets or projects that are actively being developed or modified.
  • By writing personalization rules that refer to the Display Name, Display Category, or Display Description. Write the personalization rules against the ISSCDA Personalized Contents List View and the ISSCDA Personalized Contents List Applet. For more information on defining personalization rules, see Siebel Personalization Administration Guide. Use this method to restrict visibility of pagesets based on user type.
  • By leaving the Display Name blank when defining the pageset record. This prevents the pageset from displaying in the Advisor List for all users. Use this method for projects that contain pagesets that you do not want users to see.

When you import projects created prior to Siebel 7.5, or when you migrate projects from previous versions of Interactive Designer, In-Development is assigned as the value for Display Category, Display Name, and Display Description.

In previous releases, when the user clicked Get Advice, the Advisor List displayed the pagesets in the default project. If you want to display the default project rather than controlling pageset display as described above, locate the ISSCDA RT UI Service in Siebel Tools, and set the ShowPersonalListApplet user property to N. Then recompile the application .srf.

Siebel Interactive Designer Administration Guide