Siebel Public Sector Guide > Setting Up Cases > Disabling Automatic Serialization >

Adding Serial Number Buttons to the User Interface

This task is a step in Process of Setting Up Cases.

Using Serial Number buttons, you can give the users the option of whether or not to serialize items in the user interface—for example, leads. To view an existing example of a Serial Number button, navigate to the Evidence screen > Evidence List > Attachments view. See Configuring Siebel Business Applications for more information about editing applet layouts, views, and screens.

Example of Adding a Serial Number to the User Interface

Perform the following example procedure to add a Serial Number button to the Leads screen. This procedure assumes that you have already disabled automatic serialization on leads. See Disabling Automatic Serialization for more information.

To check the configuration on the PUB Lead business component

1. Log into Tools as an administrator.
2. Navigate to Object Explorer > Business Component.
3. Query for PUB Lead.
4. Navigate to Business Component > Field.
5. Check to make sure that the Serial Number field is present.

To create and configure the new serialization applet

1. Navigate to Object Explorer > Applet and query for the PUB Lead Form Applet.
2. Copy the applet record and rename it with the suffix (Serialization) so that it is called PUB Lead Form Applet (Serialization).
3. Right-click on the applet record and choose Edit Web Layout.
4. In the Mode field of the Web Controls toolbar, choose the Edit List applet mode.
5. On the Web Controls window, click the MiniButton icon.
6. Click the position in Applet Layout where you want it to appear.
7. Define the properties for the control in the Properties Window, using the following values.

   Field	Value
   Caption	Serial Number
   HTML Display Mode	EncodeData
   HTML Only	TRUE
   HTML Row Sensitive	TRUE
   HTML Type	MiniButton
   Inactive	FALSE
   Method Invoked	SerialNumber
   Name	SerialNumber
   Parent Name	PUB Lead Form Applet
   Prompt	FALSE
   Read Only	FALSE
   RunTime	FALSE
   Show Popup	FALSE
   Sort	TRUE
   Text Alignment	Left
   Visible	TRUE
   Visible Language Override	TRUE

8. Choose File > Save.

To define business user properties to invoke the serialization business service

1. Navigate to Object Explorer > Business Component and query for PUB Lead.
2. Navigate to Business Component > Business Component User Prop.
3. Create three new user property records with the following values and expressions.

   Name	Value
   Named Method 1	"SerialNumber", "INVOKE", "PUB Lead", "WriteRecord"
   Named Method 2	"SerialNumber", "INVOKESVC", "PUB LEAD", "PUB Case Serialization Service", "SetSerialNumber", "Operation", "Generate", "BO Name", "HLS Case", "BC Name", "PUB LEAD", "Id", "[Id]", "Parent BC Name", "HLS Case", "Parent Id", "ParentFieldValue('Id')"
   Named Method 3	"SerialNumber", "INVOKE", "PUB LEAD", "RefreshRecord"

   Named Method 1 forces a WriteRecord, Named Method 2 invokes the Serialization Service business service to set the Serial Number field in the PUB Lead business component, and Named Method 3 refreshes the user interface.

   NOTE:  If additional named methods have already been configured on the business component, simply name the serialization user properties in accordance with the next available numbers. For example, if you already have Named Methods 1, 2, and 3, you can add Named Method 4, 5, and 6 for the purposes of serialization.

4. Replace the PUB Lead Form Applet in the PUB Leads List View with the new PUB Lead Form Applet (Serialization).
5. Compile the edited projects and replace the Siebel Repository File (SRF).