Siebel Public Sector Guide > Administering Benefits Cases > Process of Setting Up Effective Dating for Additional Business Components >

Setting Up the View of Field History

To set up the view of history for the field values in an additional business component that is not preconfigured for effective dating, complete the tasks in this topic. In this topic, you set up the Account History view for the field values in the Account business component as an example, but you can set up the view of history for the field values in another business component.

NOTE:  Before you complete the tasks in this topic, you must set up effective dating for fields. For more information, see Setting Up Effective Dating for Fields.

To set up the view for field history, complete the following tasks:

1. Creating the Applet for Field History
2. Creating and Positioning the View of Field History
3. Registering the View of Field History in Siebel Public Sector

NOTE:  After you complete the tasks in this topic, you must implement effective dating tracking for the fields. For more information, see Implementing Effective Date Tracking.

This task is a step in Process of Setting Up Effective Dating for Additional Business Components.

Creating the Applet for Field History

First, you create the applet for field history.

To create the applet for field history

1. Copy the Contact ED History List Applet, rename the copied applet with the name of the base business component for which you want to set up an applet for field history, and change the business component for the applet to the history business component.

   In this example, the name of the copied applet is Account ED History List Applet.

   NOTE:  Make sure that the copied applet is in only the Edit List mode and that the Search Specifications column for the copied applet is the same as the Search Specifications column for the original applet.

2. Set the column values for the copied applet so that the applet is read-only.

   The following table includes the values in some columns for the applet.

   No Delete	No Insert	No Merge	No Update
   True	True	True	True

   NOTE:  In the List Columns for the applet, make sure that the Field Name field, Field Value field, Effective Start Date field, Effective End Date field, Created By UserName field, and Created field appear in the user interface.

3. If you want users to have access to the functionality in the standard-interactivity client, then add the Edit mode to the applet.
4. Set the user properties in the copied applet so that the applet is read-only.

   The following table includes the values in the columns for the user property names in the copied applet.

   Name	Value
   CanInvokeMethod: CopyRecord	False
   CanInvokeMethod: DeleteRecord	False
   CanInvokeMethod: NewRecord	False
   CanInvokeMethod: WriteRecord	False

5. Compile the applet into the Siebel Repository File.

Creating and Positioning the View of Field History

After you create the applet for field history, you create and position the view of field history.

To create and position the view of field history

1. In the business object for the base business component, if the base business component is an independent entity (or a primary business component), then create the view of field history in the PUB Effective Dating project, and include the applet for field history in this view.
   1. Create a string reference for the name of the view of field history in the Symbolic Strings project, and then compile the project into the Siebel Repository File.

      In this example, the name of the view of field history is Account History.

   2. Include the form applet for the base business component at the top of the view and the applet of field history at the bottom of the view.

      In this example, Account is a primary business component in the Account business object. The name of the view of field history is Account History View, and this view contains the Account Form Applet (in Base and Edit modes) at the top of the view and the Account ED History List Applet (in Edit List mode) at the bottom of the view. You can navigate to the View Web Template Item for the new view to make sure that the correct modes appear in the Applet Mode column for each applet.

2. In the business object for the base business component, if the base business component is related to another business component with a one-to-many link, then include the applet for field history in the existing view.

   Include the form applet for the base business component at the top of the view, the form or list applet for the other business component in the middle of the view, and the applet of field history at the bottom of the view.

3. Compile the view into the Siebel Repository File.
4. If necessary, add the view of field history in the appropriate screen, enter a value in the Sequence column for the view to position the view relative to other views in the screen, and select the string reference from Step 1 in the Viewbar Text - String Reference column.

   In this example, the appropriate screen is the Accounts screen.

5. If necessary, compile the screen into the Siebel Repository File.
6. If necessary, add the screen that includes the view of field history to the Siebel Public Sector application, and enter a value in the Sequence column for the screen to position the screen relative to other screens in the Siebel Public Sector application.

   In this example, the Accounts screen is already added in the Siebel Public Sector application, so you do not have to complete this step and the next step.

7. If necessary, compile the Siebel Public Sector application into the Siebel Repository File.

Registering the View of Field History in Siebel Public Sector

After you create and position the view of field history, you register that view in Siebel Public Sector. To see the view in the user interface, you must log out of Siebel Public Sector after you register the view, and then log in to Siebel Public Sector.

NOTE:  To perform the procedure in this topic, you must have permission to modify the seed data in the database for Siebel Public Sector.

To register the view of field history in Siebel Public Sector

1. Navigate to the Administration - Application screen, then the Views view.
2. In the Views list, create a new record with a View Name field of the name of the view of field history.

   In this example, the name of the view of field history is Account History View.

3. In the Responsibilities list for this view, create new records for the responsibilities of the users who want access to this view.