Siebel Order Management Guide > Creating and Managing Catalogs >

Displaying Advisor Projects in the Get Advice View of Catalogs

Siebel Advisor allows you to create projects that guide customers in deciding which product to buy. For more information, see Siebel Advisor Administration Guide.

You can display Advisor projects in the Get Advice applet of a catalog, so the customers using that catalog can use those Advisor projects.

NOTE:  This procedure is only used to display Advisor projects in the Catalog screen, Get Advice view. To create a Get Advice link next to the catalog name in Catalog view, use the Advisor Project field, as described in Creating Categories.

To display an Advisor project in the Get Advice view of a catalog

1. Navigate to the Administration - Product screen, and then the Advisor Projects View.
2. In the Projects list, drill down on the name of the project that you want.
3. In the Pagesets list, select and lock the pageset that you want to display in the Catalog.
4. In the Display Category field, click the select button.
5. In the dialog box Selected list, if necessary, select the In-Development (Default Category) record, and click Remove.
6. In the dialog box Available list, select an existing category, and click Add.

   NOTE:  Rather than selecting an existing category, you can create a new category.

   The category is added to the Selected list.

7. Click OK to close the dialog box.
8. In the Display Name and Display Description fields, enter the name and description that are displayed in the catalog's Get Advice Applet.
9. Unlock this pageset and any other pageset that might be locked.
10. In the Project form menu, Select Deploy to deploy the project files to the application server.

    In the Catalog screen, Get Advice view, you now see a new record with the Display Name and Display Description that you entered. If you drill down on the Name, then the pageset that you specified is displayed.