Bookshelf v7.5: Inactivating Views

Each screen in the Siebel application is associated with a set of related views. Views are associated to a screen using the Screen View object type, which is a child object of the Screen object type. These views appear in the user interface in the Show drop-down list and in the second row of tabs as shown in Figure 13.

NOTE: There are four levels of navigation in Siebel Applications. The first level is the row of page tabs across the top of the frame that allows users to navigate to other screens. The second level is the Show drop-down list that allows users to select different context views (for example, My Contacts, All Contacts, My Team's Contacts). The third level is the second row of tabs that allows users to navigate to other views. The fourth level (not shown in Figure 13) is a drop-down list that allows users to select different grandchild views. For more information about configuring navigation levels, see Siebel Tools Reference.

Many of the views associated with screens show data or contain functionality that is not part of NREC's system design. For example, many of the views associated with the Opportunities Screen, such as Attachments, Presentations, Proposals, Quotes, and Sales Teams, are not part of NREC's Partner Portal solution.

NREC has chosen to inactivate the unnecessary views associated with each of the remaining, active screens. The following table summarizes which views NREC has determined should be inactive.

Table 8. Active Screens and Views in NREC's eChannel Application
For these screens...	Inactivate these views
Accounts Screen (SCW)	Account Detail - Account Team View (SCW) Account Detail - Assets View (SCW) Account Detail - Orders View (SCW) Account Detail - Quotes View (SCW) Account Detail - Projects View Account Detail - Revenue Schedule Chart View (SCW) Account Detail - Revenue Schedule View (SCW) Account Detail - Revenue Schedule View DC (SCW) Account Detail - Service Requests View (SCW) Account Presentations View (SCW) Account Proposals View (SCW) SI Com Account Briefing View (eApps)
Activities Screen (SCW)	FS Activity Measurements View FS Activity Part Movements FS Activity Recommended Parts and Tools FS Activity Time Sheet View FS Activity View FS Activity Expense View FS Instructions
Contacts Screen (SCW)	Contact Detail - Service Request View (SCW)
Opportunities Screen (SCW)	Incentive Compensation Opportunity Revenue Estimated Compensation List View Opportunity Detail - Attachments View (SCW) Opportunity Detail - Products View (SCW) Opportunity Detail - Quotes View (SCW) Opportunity Detail - Revenue Schedule Chart View (SCW) Opportunity Detail - Revenue Schedule View (SCW) Opportunity Detail - Revenue Schedule View DC (SCW) Opportunity Presentations View (SCW) Opportunity Proposals View (SCW) Oppty Chart View - Campaign Analysis Oppty Chart View - Campaign Pipeline Analysis Oppty Chart View - Current Opportunity Analysis Oppty Chart View - Pipeline Analysis Oppty Chart View - Quality Analysis by Rep
eChannel Home Screen	Not applicable.

There is more than one approach to controlling the views that appear in the user interface. One option would be to create a responsibility for NREC that includes only the relevant views for NREC's solution. Another option would be to use Siebel Personalization to show or hide views based on user profile attributes. However, because these views are not part of NREC's system design, NREC has chosen to inactivate unnecessary views in the repository.

See Applications Administration Guide for more information about responsibilities.

See Personalization Administration Guide for more information about controlling views with Personalization.

The following procedure uses the Accounts Screen (SCW) as an example. To complete the NREC example, you would need to inactivate the unnecessary views for the screens listed in Table 8.