Configuring Siebel Business Applications > Configuring Views, Screens, and Applications > Process of Creating a Screen Home Page View >

Creating a Screen Home Page View


This task is a step in Process of Creating a Screen Home Page View.

After you define the business components, business objects, and applets, you can define the screen home page view to display the objects and data in the Siebel client. For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data and see Creating a View.

To create a screen home page view

  1. In Siebel Tools, choose the File menu, and then the New Object menu item.
  2. In the New Object Wizards dialog box, click the General tab, click View, and then click OK.
  3. Complete the New View dialog box using values from the following table, and then click Next.
    Property
    Description

    Project

    Choose ScreenHomePage.

    Name

    Use the following format:

    • Name of the target business component Screen Homepage View

    For example, Account Screen Homepage View.

    Title

    Use the following format:

    • Name of the target business component Home

    For example, Account Home.

    Business Object

    Choose the business object for the home page.

    For example, Account. For more information, see Defining the Business Object for the Screen Home Page View.

  4. In the View Web Layout - Select Template dialog box, choose View 25 50 25, and then click Next.

    The View 25 50 25 view web template provides a three column layout.

  5. In the Web Layout - Applets dialog box, move the following applets to the Selected Applets window:
    • Layout Controls Applet or Layout Controls SI Applet
    • Name of the target business component Home Screen Homepage Banner
    • Public and Private View Link List Applet
    • Recent Record Name of the target business component List Applet
    • Screen Home Task Assistant List Applet
    • Name of the target business component Home Search Virtual Form Applet
    • Name of the target business component Home Add Virtual Form Applet Rapid Search Virtual

      For more information about the Rapid Add and Rapid Search applets, see Creating Simplified Screen Home Page Applets.

  6. Click Next, and then click Finish.
  7. In the View Web Layout editor, verify the layout of the screen home page view using values from the following table.
    Applet
    Location

    Rapid Search

    Left top

    Rapid Add

    Left bottom

    Homepage Banner

    Center To

    Public and Private View Link

    Center bottom

    Edit Layout

    Right top button

    Screen Home Task Assistant List Applet

    Right top

    Recent Record

    Right bottom

  8. Close the Web Layout Editor.
  9. In the Object Explorer, expand the View tree, expand the View Web Template tree, and then click View Web Template Item.
  10. In the View Web Template Items list, verify that the Applet Mode and Item Identifier properties are set correctly for each applet. Use values from the following table.
    Applet
    Applet Mode
    Item Identifier

    Rapid Search

    Query

    102

    Rapid Add

    Edit

    103

    Homepage Banner

    Base

    202

    Public and Private View Link

    Base

    203

    Edit Layout

    Base

    901

    Screen Home Task Assistant List Applet

    Base

    302

    Recent Record

    Base

    303

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