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Creating a Pop-Up Applet That Siebel CRM Opens from a Menu Item


To call a pop-up applet through a menu item, you can use the GotoApplet method of the command object. This technique is similar to the ShowPopup method described in Creating a Pop-Up Applet That Siebel CRM Opens from an Applet. You can provide an argument through the Method Argument property of the command. The following examples use the GotoApplet method of the command object:

  • The Spell Check feature that Check Spelling uses
  • Add Items that Siebel CRM uses in the Quote Item List Applet

To view an example of this behavior, do the following in the Siebel client:

  1. Navigate to the Quotes screen.
  2. To drill down on a quote, click a link in the Name field.
  3. Click Menu in the Line Items applet, and then choose Add Items.

Siebel CRM sets the Method Argument property of the Add Items command to Applet=Product Popup Applet, causing the applet to display if you choose Add Items.

To create a pop-up applet that Siebel CRM opens from a menu item

  1. Display the command object type, which is a child of the applet object type.

    For more information, see Displaying Object Types You Use to Configure Siebel CRM.

  2. In the Object Explorer, click Command.
  3. In the Commands list, create a command using values from the following table.
    Property
    Value

    Method

    GotoApplet

    Method Argument

    Applet=name of pop-up applet,ShowMode=mode of pop-up applet

    where:

    • name of pop-up applet is the name of the pop-up applet. Required.
    • mode of pop-up applet is the mode of the pop-up applet. Optional. This value can be Base, Edit, Edit List, or Query. If you do not include the mode, then Siebel CRM uses the default, which is Base.

    For example:

    Applet=Product Popup Applet,ShowMode=Edit List

    For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.

    Show Pop-up

    TRUE

  4. In the Object Explorer, click Applet, then locate the applet from which the popup must open.
  5. In the Object Explorer, expand the Applet tree, and then click Applet Method Menu Item.
  6. In the Applet Method Menu Items list, add a new command. Set the Command property for this new command to the command that you created in Step 3.
  7. Compile and test your changes.

    For more information, see Using Siebel Tools.

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