Bookshelf Home | Contents | Index | Search | PDF

Siebel Employee Relationship Management Administration Guide > Setting Up Employee Self-Service >

Creating an Employee Self-Service Summary Form

---

A summary form is used to provide a read-only, summary version of a completed form to an approver. The approver can review the information in a summary form, and then decide whether to approve or deny the request. As an administrator, you can use the Employee Self-Service module to create a summary form.

Before you create a form, map out the summary form you want to create. Use the flow diagram example shown in Figure 19 to help decide the pages to include in your form, and the questions you want within each page. The questions within a summary form are only used to display data to the user. Use the requestor form that you previously created to help you determine which questions you want to use in the summary form. Typically, a summary form shows the approver only a subset of the most relevant responses from the requestor form.

Before you begin

Determine the questions and the pages used in the summary form. For more information on creating SmartScript questions and pages, see Siebel SmartScript Administration Guide.

If you plan to copy a question from the requestor form, add the word Summary to the title, as you cannot use the same names for both the requestor form question and the summary form question. This naming convention rule also applies to naming pages and the SmartScript itself.

To create a summary form for an approver

From the application-level menu, choose View > Site Map > SmartScript Administration > Scripts.
Create a new Script.
In the Scripts list, add a new record, and enter a name in the name field.

The name should identify the form as a summary form. Do not use the same name as the requestor form.

Leave the Type field empty.

Do not set the Type field to Employee Self-Service because the summary form would then become visible to requestors. Two forms with similar names can confuse the requestors.

Complete the remaining fields as needed.
When the script record is created, click the Programs view tab, and add a new program record.
In the Name field, choose Script_Open from the drop-down list.
In the Program Language field, choose eScript from the drop-down list.
Use eScript (or VBScript) to set up the summary form.
After you finish scripting, release the script, test it, and then make necessary changes and re-release the script.

Importing Field Values to a Summary Form

After the summary form is filled in and submitted by the user, the questions and answers are saved in SmartScript session table. For a summary form, the Script_Open script is used to read the values and assign them to the questions.

To import field values from requestor to summary form (without page breaks)

From the application-level menu, choose View > Site Map > SmartScript Administration > Scripts.
In the Scripts list, query to find the script you want to modify.
Click the Programs view tab, and in the Programs list, select Script_Open.
In the Program Language drop-down list, select eScript.

NOTE:  If you access a business component within your summary form, any operation to that business component creates a page break within the summary form. To avoid the page break, get the handle to the business component in the eScript. Perform any desired operations on it within the eScript. See the comment, Get the handles to the page and the questions, in the Example eScript for Summary Form.

To set a question to read-only, use the eScript function SetQuestionEnable(false) at Script_Open.

For more information, see To make a field read-only in a requestor form.

In the Script form, use the GetParameter function to get the script session ID.

For more information on using GetParameter, see Example eScript for Summary Form.

Query for the Call Scripts business object with Call Script Run Answers business component.

For more information on ways to get the Call Scripts business object, see Example eScript for Summary Form.

In the Programs list, click Save.

Bookshelf Home | Contents | Index | Search | PDF