Configuring Siebel Business Applications > Configuring Applets > Customizing Pop-Up Applets and Windows >

Creating a Pop-Up Wizard

You can define a set of pop-up applets that function like a wizard. The procedure you use to define this feature is similar to the procedure you use to define a dialog box that Siebel CRM opens from an applet. For more information, see Creating a Pop-Up Applet That Siebel CRM Opens from an Applet.

NOTE:  The parent applet must be in Edit mode.

To create a pop-up wizard

1. In Siebel Tools, click Applet in the Object Explorer.
2. In the Applets list, locate the pop-up applet you must modify.
3. Expand the Applet tree, and then click Applet Web Template.
4. In the Applet Web Templates list, add multiple templates:
   1. Add one template for each page in your wizard.

      Set the Type property to Edit for each template.

   2. Assign a different value to the Sequence property for each template.

      Use the Sequence property to define the order in which Siebel CRM displays the templates when the user clicks through the wizard.

5. To allow the user to navigate between pages, add controls to the applet.

   For more information, see Adding Navigation Controls to a Pop-Up Wizard.

6. On the last template in the sequence, create a control named Finish that closes the applet, and then updates the parent applet.
7. Compile and test your changes.

   For more information, see Using Siebel Tools.

Adding Navigation Controls to a Pop-Up Wizard

To allow the user to navigate between pages of a pop-up wizard, you can add navigation controls to the wizard.

To add navigation controls to a pop-up wizard

1. In Siebel Tools, click Applet in the Object Explorer, and then locate the pop-up applet you modified in Step 2.
2. In the Object Explorer, expand the Applets tree, and then click Control.
3. In the Controls list, add a new control for the Previous button using values from the following table.

   Property	Value
   Name	Previous
   Caption	Previous
   Method Invoked	PostChanges

   The Previous button posts the changes that the user makes, and then navigates the user back to the page whose sequence number is one less than the current page.

4. In the Object Explorer, expand the Control tree, and then click Control User Prop.
5. In the Control User Props list, add a new record using values from the following table.

   Property	Value
   Name	Sequence
   Value	-1

6. Repeat Step 3 for the Next button using values from the following table.

   Property	Value
   Name	Next
   Caption	Next
   Method Invoked	PostChanges

   The Next button posts the changes that the user makes, and then navigates the user to the page whose sequence number is one greater than the current page.

7. Repeat Step 5 for the Next button using values from the following table.

   Property	Value
   Name	Sequence
   Value	1