Configuring Siebel Business Applications > Configuring Views, Screens, and Applications > Customizing a View >

Defining the Drilldown Sequence to Customize Search for an Account

If the user issues a query for an Account from the Account Home page, then the visibility that the user possesses determines how Siebel CRM conducts the search in the following sequence:

  1. All Across
  2. All
  3. My Team
  4. My

The Sequence property of the drilldown objects that are defined for the Account Home Search Virtual Form Applet determines the sequence.

To define the drilldown sequence to customize search for an account

  1. In Siebel Tools, in the Object Explorer, click Applet.
  2. In the Applets list, locate the Account Home Search Virtual Form Applet.
  3. In the Object Explorer, expand the Applet tree, and then click Drilldown Object.
  4. In the Drilldown Objects list, modify the Sequence property according to your required search sequence.

    Siebel Tools lists several predefined drilldowns, such as Account List View, All Account List View, and All Accounts across Organization. Siebel CRM begins the search in the view that is defined for the drilldown object that contains the highest sequence.

    It is not necessary to define other properties, such as Hyperlink Field.

  5. Compile and test your changes.

    For more information, see Using Siebel Tools.

Customizing Search When No Drilldown Object is Defined

If no drilldown object is defined, then the Mirror Search GotoView applet user property on the Account Home Search Virtual Form Applet determines which view Siebel CRM searches. Although the value for this user property is predefined to Account List View, you can modify it to customize search if no drilldown object is defined. For example, changing the value of the Mirror Search GotoView applet user property to All Account List View causes Siebel CRM to search all accounts.

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