Bookshelf v7.5: Creating Action Links

Creating Action Links

Siebel Analytics action links allow end users to navigate from their analytic dashboards to a record in a Siebel operational application. Siebel Analytics applications contain prebuilt action links in reports and dashboards. For example, a user can drill down directly from a Siebel Sales Analytics dashboard to a specific record in a Siebel Sales view. Drilldown is based on the row-id column contained in a report.

NOTE: End users must have the appropriate permissions and responsibilities to access the view, and any drilldown hyperlinks.

To create an action link

Identify the target Siebel operational application view.

Select the Siebel operational application view or applet that you want to drill down to, and select Help > About View.

A pop-up window shows the names of the view and applet. Note the view and list applet names. You will need these names in Step 5.

Using a Subject Area that is appropriate for the target applet, use Siebel Answers to create a new Analytics report with the ROW_ID column in it, for example, Account_Row_ID.

Click the Properties icon for the column.

The Edit Column Format screen appears.

Make the following changes:

Clear the option Default Data Format.

Select the option Treat Text as Custom Text Format.

Enter the following HTML, substituting the appropriate view name and list applet names. The following example HTML shown uses All Account List View as the View Name, and Account List Applet as the target applet.

"<a href=\"javascript:NQSWENav('All Account List View','Account List Applet','"@"'); \">"@" </a>"

Click Finished, and then view the report on the dashboard.

After the report is saved and placed on a dashboard, the ROW_ID column will automatically produce an action link to the Siebel operational application.

Optionally, the ROW_ID column can be replaced with icons in the column, using the following sample HTML. This provides an image source for the action links, such as ActionLink.gif as shown in the sample. Substitute the name of the image that you want to use. The image must be located on the Web server machine.

[HTML] "<a href=\"javascript:NQSWENav('All Account List View','Account List Applet','"@"'); \" title=\""@"\"><img src=\"Res/s_Siebel7/Views/ActionLink.gif\" border=0></a>"