Siebel Advisor Administration Guide > Working with Advisor Pagesets >
Creating Advisor Pagesets
Use the following procedure to create a pageset. To create an Advisor pageset
- Navigate to Administration - Product > Advisor Pagesets.
- In the Advisor Pagesets list, click New.
A New Pageset record appears.
- Complete the fields as described in the following table.
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Name |
Enter a name that describes the pageset, for example, ACME Sedans. |
Pageset ID |
Enter a pageset ID, for example, sedans. All browser-based code uses the pageset ID to reference the pageset. |
Pageset |
Click in the Pageset field to open a dialog in which you can select your position (pageset team). This determines who can access the pageset from the My Pagesets list. |
Display Category |
Click in the Display Category field to open a dialog in which you can select a display category. If you choose In-Development, this prevents display of the pageset in the Advisor List. An entry in this field is optional. |
Display Name |
Enter a name in the Display Name field. This name displays in the Advisor List. If you leave this field blank, the pageset does not display in the Advisor List. |
Display Description |
Enter a description in the Display Description field. This description displays in the Description field in the Advisor List. An entry in this field is optional. |
Project |
Click the Project field to open a dialog and select the project the pageset is associated with. NOTE: Each pageset is physically associated with one project, but can be referenced by other projects.
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Notes |
Optionally, enter notes. |
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