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Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data


The applet mode is a type of behavior for an applet web template that determines if the user can or cannot create, edit, query, or delete Siebel CRM records in an applet. For more information, see Controlling How the User Creates, Edits, Queries, and Deletes CRM Data.

Table 18 describes the types of applet modes.

Table 18. Types of Applet Modes
Applet Mode
Description

Edit

Allows the user to edit a record, create a new record, and query while working in a form applet. Siebel CRM uses the Edit and Edit List applet modes most frequently.

If a New or Query applet template does not exist, then Siebel CRM uses Edit if the user creates or queries data. For more information, see Types of Siebel Web Templates.

Edit List

Allows the user to edit a record, create a new record, and query while working in a list applet. You use the Edit List mode to allow the user to edit, create, and query in an employee application that runs in high interactivity mode.

Because a standard interactivity application does not use the Edit List mode, you must create an Edit mode template even if Edit, New, and Query templates are defined. A customer or partner application is an example of a standard interactivity application. For more information, see Types of Siebel Web Templates.

Edit List mode renders a list applet as persistently editable. The purpose of an editable list applet is to provide the user a way to modify the records in a list applet without switching to an edit page.

Base

Displays fields in read-only mode. Use this mode to display the applet in read-only mode until the user takes an action, such as clicking the Edit button. Siebel CRM displays a view in Base mode by default.

NOTE:  The user cannot edit or update a field in an applet that is in Base mode. The user can use the applet menu or right-click and use the pop-up menu to create a new record. The user can then edit or delete the new record, unless these operations are disabled at the applet or business component level.

You can also use the Read-Only field in the Responsibility Administration View to make a view read-only. For more information, see Siebel Security Guide.

New

Allows the user to create a new record where the requirements for the new mode are different from the edit or edit list mode.

Only use the New and Query modes if the Edit mode does not meet your required functionality.

Query

Allows the user to query if the requirements for the Query mode are different from the requirements for the Edit or Edit List mode. Allows the user to perform a query-by-example (QBE).

Qualities of the Applet Mode

The applet mode includes the following qualities:

  • Is a property of the applet web template object type, which is a child of the applet object type.
  • Applies only to the active applet. For example, if the parent top applet in a view active and is in Query mode, then the child bottom applet is not in Query mode.
  • Siebel CRM associates each mode with a web template.
  • An applet can use one or more applet modes.
  • You can use the Mode list in the Controls/Columns window of the Applet Layout Editor to modify the applet mode. The applet web templates that are defined for the applet determine the modes that are available in the Mode list. For more information, see Adding a Control or List Column to an Applet Layout.
  • Controls appearance of the minibutton. For more information, see MiniButton Control and MiniButton List Column.
  • A multi-value group applet typically uses the Popup List template. If you define base, edit, or edit list mode for a multi-value group applet, then Siebel CRM references the mode from the parent applet. If you define only the base mode for a multi-value group applet, then Siebel CRM uses the base mode for the multi-value group applet regardless of the mode of the parent applet. For more information, see Creating a Multi-Value Group Applet.
Related Topics

For more information, see the following topics:

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