Configuring Siebel Business Applications > Configuring the Customer Dashboard > Process of Configuring the Customer Dashboard >

Adding a Business Component to the Customer Dashboard

This task is a step in the Process of Configuring the Customer Dashboard.

The Customer Dashboard displays a set of fields from multiple business components, such as the Account, Contact, Employee and Service Request business components. You can configure the Customer Dashboard to display information from other business components. To do this, you add the business component to the Persistent Customer Dashboard business object.

The Customer Dashboard does not simultaneously display data from multiple business components. It does display data in different contexts. For example, Siebel CRM displays the following information in the Customer Dashboard:

• If the user is in the Accounts screen and clicks Update, then it displays account data.
• If the user is in the Contacts screen and clicks Update, then it displays contact data.

To add a business component to the Customer Dashboard

1. In Siebel Tools, display the Business Service User Prop object type, which is a child of the Business Service object type.

   For more information, see Displaying Object Types You Use to Configure Siebel CRM.

2. Associate the business component with the business object:
   1. In the Object Explorer, click Business Object.
   2. In the Business Objects list, query the Name property for Persistent Customer Dashboard.
   3. In the Object Explorer, expand the Business Objects tree, and then click Business Object Component.
   4. To determine if a record already exists for the business component that must provide data to the Customer Dashboard, examine the Bus Comp property. If it does exist, then exit this task.
   5. Add a new business object component using values from the following table.

      Property	Description
      Bus Comp	Choose the name of the business component you must add.

3. Define the business component list:
   1. In the Object Explorer, click Business Service.
   2. In the Business Services list, locate the Persistent Customer Dashboard business service.
   3. In the Object Explorer, expand the Business Service tree, and then click Business Service User Prop.
   4. In the Business Service User Props list, add a user property using values from the following table. For more information, see About the Business Component List.

      Property	Description
      Name	Enter a name for this business service user property that represents the business component list. Use the following format: List integer where: integer is a number. For example: List 1
      Value	Enter the name of the business component and the names of the business component fields that must provide data to the Customer Dashboard. Use the following format: business component name;business component field name;business component field name where: business component name is the value that Siebel Tools displays in the Name property of the business component. You must begin this list with the business component name. business component field name is the value that Siebel Tools displays in the Name property of the business component field. If you list multiple field names, then you must use a semicolon to separate each name. For example: Contact;Last Name;First Name;Full Name

About the Business Component List

A business component list identifies the business component and the list of business component fields that provide data to the Customer Dashboard. To create this list, you define the following properties of a user property of the Persistent Customer Dashboard business service:

• Name. Identifies the name of the business component list.
• Value. Identifies the name of the business component and the list of business component fields that constitute the business component list.

Table 78 describes the predefined List 1 business component list for contacts and List 2 for opportunities.