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Adding Query Fields to the Dispatch Board Gantt Chart (High-Interactivity Client)


A dispatcher must enter specific query parameters to search for the appropriate employee or set of employees. If the query assistant for the Gantt chart of Dispatch Board does not include a parameter that the dispatchers need, then you can add this parameter by completing the tasks in this topic. For more information about performing configuration tasks with Siebel Tools, see Using Siebel Tools.

To add a query field to the query assistant for the Gantt chart of the Dispatch Board, perform the following procedures:

  1. Creating the Applet Controls
  2. Creating the Applet Web Template Item
  3. Compiling and Using the New Query Field

This task is a step in Process of Configuring the Dispatch Board (High-Interactivity Client).

Creating the Applet Controls

Perform the following procedure to create new applet controls named YC-Phone and Phone.

To create the applet controls

  1. Query again for the FS DB Planned GanttChart AX Applet.
  2. Navigate to Applet, then Control.
  3. Create a new record, and update the fields with the following information:
    1. Enter YC-Phone as the name for the record.
    2. Enter Phone as the value for the Caption - String Override field.
  4. Create another new record, and update the fields with the following information:
    1. Enter Phone as the name for the record.
    2. Enter Phone as the value for the Caption - String Override field.
    3. Enter Phone # as the value for Field.

Creating the Applet Web Template Item

Perform the following procedure to create a new Phone Web template item.

To create the applet Web template item

  1. Log in to Siebel Tools as an administrator.
  2. Lock the FS Dispatch Board project for editing.
  3. In the Object Explorer, navigate to Applet, and query for the FS DB Planned GanttChart AX Applet.
  4. Navigate to Applet, Applet Web Template, and then Applet Web Template Item.
  5. Create a new record, and update the fields with the following information:
    1. Enter Phone as the name of the record.
    2. Enter Phone as the value for the Control field.
    3. Enter a numeric value in the Item Identifier field.

      TIP:   Siebel Tools assigns controls unique numbers. It is recommended that you enter a high numeric value to prevent identifiers from overlapping and causing conflict.

Compiling and Using the New Query Field

Perform the following procedure to compile and test the new Phone Number query field.

To compile and use the new query field

  1. Compile the FS DB Planned GanttChart AX Applet.
  2. Replace the Siebel Repository File (SRF).
  3. Restart the client, and navigate to the Dispatch Board.
  4. Click the menu button, and select New Query.
  5. Click Query Assistant.
  6. Enter a query using Phone Number.

    A successful query demonstrates that you can use the phone number as an additional search parameter in the query assistant.

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