Configuring Siebel Business Applications > Configuring Applets > Creating an Applet >

Creating a Form Applet


You use the Form Applet Wizard to create a form applet. The Form Applet Wizard helps you define the applet properties and automatically creates child objects, such as web template items. The Form Applet Wizard does the following:

  • Creates the form applet
  • Establishes a reference from the applet to an applet web template
  • Creates the controls
  • Creates applet web template items. This work establishes a relationship in a control, which makes sure the control references a web template.

To create a form applet

  1. Make sure the ClientConfigurationMode parameter is not All.

    For more information, see Setting Up the Configuration File for Siebel Tools.

  2. In Siebel Tools, choose the File menu, and then the New Object menu item.
  3. In the New Object Wizards dialog box, click the Applets tab, choose Form Applet, and then click OK.
  4. In the General dialog box of the Form Applet Wizard, enter values using information from the following table, and then click Next.
    Property
    Example Value
    Description

    Project

    Account

    Choose the project to associate with this applet. Siebel Tools displays only locked projects in the list.

    Applet Name

    New Account List Applet

    Enter a unique name for the applet. For more information, see Guidelines for Naming an Applet.

    Display Title

    Accounts

    Enter the title that Siebel CRM must display in the Siebel client. For more information, see Guidelines for Creating an Applet Title.

    Business Component

    Account

    Choose the business component that the applet references.

    Upgrade Behavior

    Preserve

    Choose how Siebel CRM upgrades the applet during an upgrade.

    Use Grid Layout

    Check mark

    Leave at the default setting, which includes a check mark. For more information, see Using Grid Layout for an Applet.

    The wizard uses this information to create an applet object and to define the applet properties.

  5. Do one of the following:
    • If you chose Use Grid Layout in the previous dialog box, then choose to display or not display the applet in Base mode. Siebel Tools automatically displays the appropriate web template for Edit Mode.
    • If you did not choose Use Grid Layout in the previous dialog box, then choose the web template you must use for each mode.

      In most situations, use Edit mode. However, you can use another mode. For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.

  6. In the Web Layout - Fields dialog box, choose the fields that Siebel CRM must display in the applet, and then click Next.

    Siebel Tools displays the fields for the business component you defined in Step 4 in the Available Fields window.

  7. In the Web Layout - Fields dialog box, choose the controls that Siebel CRM must display in the applet, and then click Next.

    For more information, see Configuring How Siebel Tools Enters Data Into the Selected Controls Window.

  8. Review the information displayed in the Finish dialog box, and then click Finish.

    You can click Back to return to a previous dialog box, if necessary.

    The Form Applet Wizard creates the applet and supporting object definitions according to the selections you made. Siebel Tools opens the Applet Layout Editor and displays the layout of the new list applet ready for you to edit.

  9. Compile and test your changes.

    For more information, see Using Siebel Tools.

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