Siebel Field Service Guide > Setting Up and Using the Dispatch Board > Process of Setting Up the Dispatch Board >

Displaying Additional Information on the Dispatch Board Y-Axis


This task is a step in Process of Setting Up the Dispatch Board.

Generally, employee names are displayed on the y-axis of the Dispatch Board. If dispatchers want to see additional information displayed here, the administrator must configure the Dispatch Board.

The following example procedures describe how a new work phone number field is added to the Dispatch Board's y-axis information.

See Using Siebel Tools for more information on performing configuration tasks with Siebel Tools.

To display phone number information on the Dispatch Board y-axis, perform the following tasks:

  1. Creating a New Field on the Business Component
  2. Creating the Applet User Property
  3. Creating the Applet Controls
  4. Compiling and Viewing the New Field

Creating a New Field on the Business Component

Perform the following procedure to create a new field on the Employee business component.

To create a new field on the business component

  1. Log into Siebel Tools as an administrator.
  2. Lock the Employee project for editing.
  3. Navigate to Object Explorer > Business Component.
  4. Query for the Employee business component.
  5. Navigate to Business Component > Field and query for the Phone # field.
  6. Copy the record and name the new record Phone.

    CAUTION:  The hash symbol (#) is used as a special character in the Dispatch Board user properties, so do not include it in the name of any new fields created for use with the Dispatch Board.

Creating the Applet User Property

Perform the following procedure to create a new applet user property called Y-Column7.

To create the applet user property

  1. Lock the FS Dispatch Board project for editing.
  2. Navigate to Object Explorer > Applet.
  3. Query for the FS DB Planned GanttChart AX Applet.
  4. Navigate to Applet > Applet User Prop.

    NOTE:  If Applet User Prop is not visible, go to View > Options, select the Object Explorer tab and then select the Applet User Prop object definition.

  5. Query for Y-Column*, making sure to include the wildcard asterisk symbol (*).

    All the Employee business component Y-columns currently displayed in the Dispatch Board are listed in order.

  6. Copy the Y-Column3 record and update the new record's fields as follows:
    1. Enter Y-Column7 as the name for the record.
    2. Enter #YC-Phone#Phone#Y#Phone#N#50# in the Value field.

      The information mappings for the Value field are as follows:

      #Control Name#Field Name#Sortable(Y/N)#Sort Field Name#Drilldownable(Y/N)#Pixel Width(a number)#)

      The value field's information mappings are also described in the Comments field.

Creating the Applet Controls

Perform the following procedure to create new applet controls called YC-Phone and Phone.

To create the applet controls

  1. Query again for the FS DB Planned GanttChart AX Applet.
  2. Navigate to Applet > Control.
  3. Create a new record and update the fields with the following information:
    1. Enter YC-Phone as the name for the record.
    2. Enter Phone as the value for the Caption - String Override field.
  4. Create another new record and update the fields with the following information:
    1. Enter Phone as the name for the record.
    2. Enter Phone as the value for the Caption - String Override field.
    3. Enter Phone # as the value for the Field field.

Compiling and Viewing the New Field

Perform the following procedure to compile and view the new field on the Dispatch Board.

To compile and view the new field on the Dispatch Board

  1. Compile the objects that were edited (the Employee business component and the FS DB Planned GanttChart AX Applet).
  2. Replace the Siebel Repository File (SRF).
  3. Restart the client and navigate to the Dispatch Board screen.
  4. Drag the Dispatch Board divider bar to the right to display the new field on the y-axis.
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