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Configuring Siebel Chat Dashboard Fields


You can configure the following fields for the chat dashboard: Area, Subarea, Product, Summary (or Problem). To add, remove, or modify chat dashboard fields, you must configure the DashboardFields control user property under the Chat Tab Applet in Siebel Tools. Because of the limited size of the chat pane, it is recommended that you configure up to a maximum of five or six fields for the chat dashboard. Use the following procedure to configure the chat dashboard fields.

To configure Siebel Chat dashboard fields

  1. Start Siebel Tools.
  2. In the Object Explorer, go to Project, find Chat UI, and then lock Chat UI.
  3. In the Object Explorer, go to Applet, and then find Chat Tab Applet.
  4. Drill down on Control, and then select DashboardFields.
  5. Drill down on Control User Prop.
  6. Configure, for example, the following chat dashboard fields as required:
    • Area
    • Subarea
    • Product
    • Summary (or Problem)
    • MaxRowNum

      MaxRowNum represents the number of rows to show on the chat dashboard. By default, the value in MaxRowNum is 6. However, if MaxRowNum is set 5, then only five rows appear on the chat dashboard.  

  7. To modify the name of a field as it is displayed on the chat dashboard, edit the Value field.
  8. To remove a field from the chat dashboard, click the Inactive field next to the Value field.
  9. Recompile the SRF.
  10. Restart the Siebel Server.
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