Bookshelf v7.5.3: Screens and Views

When you become familiar with the structure of the Siebel application window, you will be able to navigate to the information you need using the screen tabs, Site Map, Show drop-down list, menu button, Query button, thread bar, and view tabs. You can specify which screen and view tabs are displayed in your Siebel application from the User Preferences screen. For more information, see View Personalization.

Screen Tabs

The application is organized into screens. Each screen covers a broad topic. You access a screen by clicking the related screen tab, such as Opportunities, Calendar, or Accounts.

To access a screen, click the corresponding tab. The screen appears and the tab changes color. Figure 4 shows an example of screen tabs, where Contacts is the active screen tab.

Tab jump buttons. If the screen tab you need is not visible, use the tab jump buttons to move forward or backward through the screen tabs. The tab jump buttons are positioned to the left and right of the currently displayed tabs, as shown in Figure 5

Site Map

The screen tabs that appear in the application window are determined by your organization and may be only a subset of the available screen tabs. To see a listing of all the screens available to you, use the Site Map.

NOTE: Not all views available in a screen will necessarily appear in the Site Map. To see all views available in a screen, navigate to the screen and use the Show drop-down list or view tabs to access the view you want. For more information on the Show drop-down list, see Show Drop-Down List. For more information on view tabs, see View Tabs.

Show Drop-Down List

You use the Show drop-down list to display a specific set of records, such as My Accounts or All Accounts, as well as to view records in a different format, such as the Explorer view.

Filtering a Set of Records

After identifying the desired screen and selecting the screen tab, you must decide what set of records you want to view in the selected screen. A default set of records appears below the screen tabs.

The Show drop-down list consists of filters, such as My Accounts, My Team's Accounts, and so on. Each filter is used to access a new set of records. Records consist of fields. For example, the fields in an Employee record might show an employee's name, address, and employee number.

Suppose you need to query for information about an account. However, the account is not owned by you. Currently, the default filter for the Accounts screen is My Accounts, which displays only your account records. To perform a query on every account record in the system that you have access to, you use the Show drop-down list and choose the All Accounts filter. You can then see all the account records that you have access to in the system.

Table 8 provides explanations for each filter in the Show drop-down list. The Accounts screen is used as an example, but these filters can appear in any screen. You may not see some filters shown in Table 8, depending on your responsibilities.

Table 8. Show Drop-Down List Filters
Filter	Description
My Accounts	All the items that appear in this view are specific to you. You are the only one who can see these items, unless you are a member of a team that has access to them.
My Team's Accounts	This is typically a manager's view. It allows a manager to look at the items belonging to that manager's team. For example, a manager could click the My Team's Accounts view and see all the accounts that each team member is currently working on.
All Accounts	This allows you to see every account in the database to which you have access.
All Accounts Across My Organization	This view is usually intended for the CEO of a company so that the CEO can view every account in the database.
All Accounts Across Organizations	This view is for companies that have partnerships with other companies. It allows a user with the appropriate responsibilities to see all of the accounts in all of the companies.
Other's Activities	This view appears in the Activities screen. It allows you to view your own activities, the activities of direct reports, and the activities of any persons who have added you to their Calendar Access List. You can only see the activities for each of these users individually (as opposed to seeing them all in the same list). To see the activities for a specific user, pick that user from the drop-down list and then click Go. You can update another user's activities if you have been given update access in that user's Calendar Access List. You can also update the activities of any direct reports.

After using a filter in the Show drop-down list to display a set of records, you select a record by clicking anywhere in the record. This highlights the record and, depending on where in the record you click, may put a field into edit mode.

Selecting a Different View

You can also use the Show drop-down list to display data in different formats. For example, you can sometimes view the same data in a list, in an Explorer view, or in a Chart view.

The Explorer view is a way of displaying data in a hierarchical format, similar to that of Microsoft Windows Explorer. See Explorer (Tree) for more information on this type of view.

The Chart view is a way of presenting data graphically to compare a record's data to other data. See Charts for more information.

Menu Button

The menu button displays a menu of actions that apply to the active form, list, or Explorer view, or a selected record in a list. For more information on forms, lists, or Explorer views, see Displaying Data.

Through the menu button, you can perform actions such as copy, edit, delete, query, columns displayed, and advanced sort.

Right-Clicking

Right-clicking in a form or a list displays the same menu of actions provided by the menu button in that form or list. Right-clicking outside of a form or a list will provide you with a menu of actions related to the entire Siebel application, such as creating a new record or opening the Search Center.

Query Button

The Query button appears on forms and lists. Click Query to launch a blank query in a form or list. For more information about querying, see Common Query Tasks.

Show More and Show Less Buttons

Every form or list has a show more button or a show less button in the top right corner. When the form or list is collapsed, you can click the show more button to expand it, as shown in Figure 6.

When the form or list is expanded, you can click the show less button to collapse it, as shown in Figure 7.

Clicking the show more or show less button in a form allows you to look at more or fewer fields; clicking the show more or show less button in a list allows you to look at more or fewer records, according to your needs.

Horizontal Scroll Bars

Horizontal scroll bars appear beneath lists that contain more columns than can fit on the screen. Use the horizontal scroll bar to move through all the columns currently being displayed. To see if more columns are available for viewing, click the menu button, and then click Columns Displayed.

Thread Bar

The thread bar, shown in Figure 8, appears immediately below the screen tabs. It helps you keep track of your navigational path when you drill across to a view on another screen using record hyperlinks. You can return to a previous point in the path by clicking the corresponding name on the thread bar. When you drill across screens using record hyperlinks, you remain in the same thread, which means that you may find yourself in a new screen and view, but you will not see all the records available in that screen and view. For example, if you were in the thread shown in Figure 8, you would see only the opportunities associated with the contact, Adams. If you want to see every opportunity to which you have access, you must click the current screen tab. Similarly, when you navigate to another screen using a screen tab or the Site Map, the thread bar resets and begins tracking your new path.

View Tabs

You use view tabs after you have selected the record you want to view or change. The view tabs show detailed presentations of data related to the selected record and screen.

The view tabs appear in the bottom part of the application window, below the screen tabs. The list of available views depends on which screen tab you have selected. Click a view tab to display the desired data for the record you have selected. For example, you may be looking at an account in the Accounts screen. Clicking the Contacts view tab displays the contacts associated with this account.

TIP: If the view tab you need is not visible, use the tab jump buttons to move forward or backward among the available view tabs. It may also be that you do not have a certain view tab set to show in your User Preferences. For more about showing and hiding view tabs, see View Personalization.

When you select a view tab, the record selected in the list above the view tabs may change to a form. More of the record's fields, which were not available for viewing in the list, appear. No other records are visible any more, so it is easier to focus on the selected record. To see every field in a record, click the More Info view tab, and then click the show more button to expand the form.

NOTE: In a few instances, you may find yourself unable to see the selected record when you navigate through the view tabs. This is because some views, such as the Explorer view, reset the records upon launch. It may also be a result of your access privileges.

Subview

The subview appears directly below the information displayed for the selected view tab. The subview gives you more details about the record selected in the view. Not all views have subviews. If a view has a subview, it appears automatically. Figure 9 shows the Activity Plans view and the Activities subview.