Configuring Siebel Business Applications > Configuring Views, Screens, and Applications >

Process of Creating a Screen Home Page View


To create a screen home page view, perform the following tasks:

  1. Defining Business Components for the Screen Home Page View
  2. Creating Links to Frequently Accessed Data
  3. Determining How Siebel CRM Displays Recent Records
  4. Defining the Business Object for the Screen Home Page View
  5. Creating Simplified Screen Home Page Applets
  6. Creating a Screen Home Page View
  7. Adding the Screen View to the Screen

This process provides a general guideline for creating a screen home page view. The actual tasks you perform and the sequence in which you perform them varies depending on your implementation requirements.

A screen home page view provides the user with a simplified way to access data in a screen. Typically, a screen home page view contains applets that help the user search and add records, and applets that display iHelp items, view links, and recent records. A screen home page view exists for various entities, such as accounts, contacts, opportunities, service, and households. You can also define a screen home page view for other entities.

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