Configuring Siebel Business Applications > Configuring Views, Screens, and Applications > Process of Creating a Screen Home Page View >

Creating Simplified Screen Home Page Applets


This task is a step in Process of Creating a Screen Home Page View.

An applet that Siebel CRM displays in a screen home page view is a simplified version of the same applet that Siebel CRM displays in another view. These simplified predefined applets result in a screen home page view that is simple to use and easy to manage. For more information, see About Applets, Controls and List Columns.

To create simplified screen home page applets

  1. Copy a predefined banner applet.
  2. Define properties for the new applet you created in Step 1. Use values from the following table.
    Property
    Value

    Name

    Name of the target business component Home Screen Homepage Banner

    For example, Account Home Screen Homepage Banner.

    Title

    Name of the home screen. Siebel CRM displays this value in the middle area of the home screen and above the list of view links.

    The Account Home Screen Homepage Banner applet is an example of a banner applet.

  3. Create a copy of a predefined rapid search applet, such as the Account Home Search Virtual Form Applet.
  4. Define properties for the new applet you created in Step 3. Use values from the following table.
    Property
    Value

    Name

    Name of the target business component Home Search Virtual Form Applet

    For example, Account Home Search Virtual Form Applet.

    Business Component

    Name of the target business component Home Search Virtual

    For example, Account Home Search Virtual.

    You created this business component in Defining Business Components for the Screen Home Page View.

  5. Create a copy of a predefined rapid add applet, such as the Account Home Add Virtual Form Applet.
  6. Define properties for the new applet you created in Step 5. Use values from the following table.
    Property
    Value

    Name

    Name of the target business component Home Add Virtual Form Applet

    For example, Account Home Add Virtual Form Applet.

    Business Component

    Name of the target business component Home Add Virtual

    For example, Account Home Add Virtual.

    You created this business component in Defining Business Components for the Screen Home Page View.

  7. Do the following for each applet you defined in Step 3 and Step 5:
    1. Remove existing controls from the applet that represent fields from the original business component.
    2. Add new controls to represent fields from the target business component that you must display in the search applet.

      Make sure that the controls reference fields defined in the business component. You can reuse each control that does not represent a field. You do not need to remove them.

  8. Do the following for each applet you defined in Step 3 and Step 5:
    1. Remove existing web template items that represent controls from the original applet.
    2. Add new web template items to represent controls for the new applet.
    3. Repeat Step b for each applet web template mode.

      For example, add and remove web template items for Base and Edit Mode. For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.

      For the Item Identifier property, use a number between 1300 and 1340. This range is available for Rapid Add and Rapid Search applets. For more information about the item identifier, see Properties of the Applet Web Template Item.

  9. Optional. Identify the target view that Siebel CRM displays when the user clicks Go:
    • If a drilldown object is defined on the source applet, then modify the drilldown object in the new applet. For more information, see Options to Drill Down to Another View.
    • If the Mirror Add GotoView or the Mirror Search GotoView applet user property is defined on the source applet, then modify this value in the new applet.
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