Siebel Business Rules Administration Guide > Implementing Rules in Siebel Task-Based UI > Scenario for Using Rules to Provide Dynamic Navigation in a Siebel Task >

Creating UI Elements

This topic is a task in the development process that is listed in Scenario for Using Rules to Provide Dynamic Navigation in a Siebel Task.

For each of the four views in your task, you define the applet and the view.

To create the applet for the Opportunity General Info view

1. In Siebel Tools, choose File > New Object, then click the Applets tab.
2. Click Form Applet, then click OK to invoke the Form Applet Wizard. In the General dialog box, create a form applet with the following settings, then click Next.

   Field	Value
   Project	Rules Call Back
   Applet name	Opportunity General Info
   Applet display title	Opportunity General Info
   Business Component	Opportunity
   Upgrade behavior	Admin
   Use Grid Layout	Checked

3. In the Web Layout - Form dialog box select Edit Mode and click Next.
4. Choose the following fields to add to your applet, then click Next.
   • Name
   • Committed
   • Sales Stage
   • Close Date
   • Revenue
5. Choose Next to decline adding controls to your applet, then click Finish.

   The Web Template Layout Editor opens.

6. Layout the Opportunity General Info applet to be similar to the following layout.

   NOTE:  You can add the Opportunity General Info title as a Form Section.

   For information about using the Web Layout Editor, see Using Siebel Tools.

7. In the Object Explorer, expand the Applet object to display the Applet Message object.

   If the Applet Message object is not displayed, then choose View > Options > Object Explorer and select Applet Message.

8. Add a salutation message to the applet by adding a new Applet Message record with the following properties:

   Name = Salutation Message

   Text Message - String Override = %1, please enter the Name, Sales Stage, Committed Flag, Close Date, and Revenue.

9. In the Object Explorer, expand the Applet Message object to display the Applet Message Variable object.

   If the Applet Message Variable object is not displayed, then choose View > Options > Object Explorer and select Applet Message Variable.

10. Define the variable in your applet message by adding a new Applet Message Variable record with the following properties:

    Field = Updated By Login

    Value = 1

11. Return to the Web Layout Editor and add the new Salutation Message to the applet by dragging a Text control to the canvas. In the Properties window, set the following properties for the control. Unless noted, leave other properties as their default values.
    • Field Type = Message
    • Field = Salutation Message
    • HTML Type = Plain text
    • HTML Only = FALSE
    • Name = Salutation Message (or other descriptive name)
12. Choose File > Save.

You now create a task view that includes the Opportunity General Info applet.

To create the task view that uses the Opportunity General Info applet:

1. In Siebel Tools, choose File > New Object, then click the Task tab.
2. Click Task View, then click OK to invoke the Task View Wizard. In the New View dialog box, create a task view with following settings, then click Next.

   Field	Value
   Project	Rules Call Back
   View name	Opportunity General Info
   View title	Opportunity General Info
   Business Object	Opportunity
   Upgrade behavior	Admin

3. In the View Web Layout - Select Template dialog box, select View Detail 2 (Parent With Pointer) and click Next.
4. In the Web Layout - Applets dialog box, select Opportunity General Info and click Next.
5. In the Task View - Pick Tasks dialog box, when asked if you wish to specify a task applet, select No and click Next.
6. In the Task View - Select Playbar Applet dialog box, select Task Playbar Applet - Bottom, then click the appropriate right arrow to populate the bottom playbar applet text box. Click Next.

   NOTE:  Choose the Forward Button type Submit, instead of Next. Submit commits the Opportunity record to the database before the subsequent call of Business Rule Service. Because Business Rule Service is then assured of acting on existing data only, the GetMoreData and PerformAction input properties of Business Rule Service can be set to Y. as you can see in Providing Calls to the Rules Engine.

   For requirements for setting the GetMoreData and PerformAction input properties, see Setting the GetMoreData Input Property and Setting the PerformAction Input Property.

7. In the Finish dialog box, confirm settings and click Finish.

   The Web Template Layout Editor opens, showing the layout of this task view.

Create the following three views by repeating the procedures To create the applet for the Opportunity General Info view and To create the task view that uses the Opportunity General Info applet: with the following data:

• Excellent Lead Info view. The view you create should be similar to the view shown in Figure 8. Use the values in Table 10 in your procedures.

  Figure 8. Excellent Lead Info view

  Table 10. Data for Excellent Lead Info view

  Dialog box or editor	Parameter	Value or Action
  Form Applet Wizard	Project	Rules Call Back
  	Applet name	Opportunity Excellent Lead
  	Applet display title	Opportunity Excellent Lead
  	Applet business component	Opportunity
  	Applet upgrade behavior	Admin
  	Use grid layout	Yes (checked)
  Web Layout - Form dialog box	Mode	Edit Mode
  Web Layout - Fields dialog box	Add field	Profile
  Web Template Layout Editor		Form applet should resemble the applet shown in Figure 8
  Task View Wizard	Project	Rules Call Back
  	View name	Excellent Lead Info
  	View title	Excellent Lead Info
  	View business object	Opportunity
  	View upgrade behavior	Admin
  View Web Layout - Select Template dialog box	View template	View Detail 2 (Parent With Pointer)
  Web Layout - Applets dialog box	Applet	Opportunity Excellent Lead applet
  Task View - Pick Tasks dialog box	Task applet	No
  Task View - Select Playbar Applet dialog box	Playbar applet	Task Playbar Applet - Bottom, placed at bottom position

• Very High Lead Info view. The view you create should be similar to the view shown in Figure 9. Use the values in Table 11 in your procedures.

  Figure 9. Very High Lead Info view

  Table 11. Data for Very High Lead Info view

  Dialog box or editor	Parameter	Value or Action
  Form Applet Wizard	Project	Rules Call Back
  	Applet name	Opportunity Very High Lead
  	Applet display title	Opportunity Very High Lead
  	Applet business component	Opportunity
  	Applet upgrade behavior	Admin
  	Use grid layout	Yes (checked)
  Web Layout - Form dialog box	Mode	Edit Mode
  Web Layout - Fields dialog box	Add field	Goal
  Web Template Layout Editor		Form applet should resemble the applet shown in Figure 9
  Task View Wizard	Project	Rules Call Back
  	View name	Very High Lead Info
  	View title	Very High Lead Info
  	View business object	Opportunity
  	View upgrade behavior	Admin
  View Web Layout - Select Template dialog box	View template	View Detail 2 (Parent With Pointer)
  Web Layout - Applets dialog box	Applet	Opportunity Very High Lead applet
  Task View - Pick Tasks dialog box	Task applet	No
  Task View - Select Playbar Applet dialog box	Playbar applet	Task Playbar Applet - Bottom, placed at bottom position

• Default Lead Info view. The view you create should be similar to the view shown in Figure 10. Use the values in Table 11 in your procedures.

  Figure 10. Default Lead Info view

  Table 12. Data for Default Lead Info view

  Dialog box or editor	Parameter	Value or Action
  Form Applet Wizard	Project	Rules Call Back
  	Applet name	Opportunity Default Lead
  	Applet display title	Opportunity Default Lead
  	Applet business component	Opportunity
  	Applet upgrade behavior	Admin
  	Use grid layout	Yes (checked)
  Web Layout - Form dialog box	Mode	Edit Mode
  Web Layout - Fields dialog box	Add field	Vulnerability
  Web Template Layout Editor		Form applet should resemble the applet shown in Figure 10
  Task View Wizard	Project	Rules Call Back
  	View name	Default Lead Info
  	View title	Default Lead Info
  	View business object	Opportunity
  	View upgrade behavior	Admin
  View Web Layout - Select Template dialog box	View template	View Detail 2 (Parent With Pointer)
  Web Layout - Applets dialog box	Applet	Opportunity Default Lead applet
  Task View - Pick Tasks dialog box	Task applet	No
  Task View - Select Playbar Applet dialog box	Playbar applet	Task Playbar Applet - Bottom, placed at bottom position