Siebel Advisor Administration Guide > Working with Advisor Pagesets >

Creating Advisor Pagesets


Use the following procedure to create a pageset.

To create an Advisor pageset

  1. Navigate to Administration - Product > Advisor Pagesets.
  2. In the Advisor Pagesets list, click New.

    A New Pageset record appears.

  3. Complete the fields as described in the following table.
    Field
    Description

    Name

    Enter a name that describes the pageset, for example, ACME Sedans.

    Pageset ID

    Enter a pageset ID, for example, sedans.

    All browser-based code uses the pageset ID to reference the pageset.

    Pageset

    Click in the Pageset field to open a dialog in which you can select your position (pageset team).

    This determines who can access the pageset from the My Pagesets list.

    Display Category

    Click in the Display Category field to open a dialog in which you can select a display category.

    If you choose In-Development, this prevents display of the pageset in the Advisor List. An entry in this field is optional.

    Display Name

    Enter a name in the Display Name field.

    This name displays in the Advisor List. If you leave this field blank, the pageset does not display in the Advisor List.

    Display Description

    Enter a description in the Display Description field.

    This description displays in the Description field in the Advisor List. An entry in this field is optional.

    Project

    Click the Project field to open a dialog and select the project the pageset is associated with.

    NOTE:  Each pageset is physically associated with one project, but can be referenced by other projects.

    Notes

    Optionally, enter notes.

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