Siebel SmartScript Administration Guide > Modifying the Dashboard >

Overview of Upgrade to the Customer Dashboard

In Siebel 7, the Customer Dashboard replaces the SmartScript Dashboard from previous releases. The Customer Dashboard can be automatically updated from a SmartScript by following these steps:

• Make sure the SmartScript Player is configured to notify the dashboard. The default state of the SmartScript Player Applet is TRUE, allowing for this notification. See To access SmartScript Player applet object for instructions.
• Make sure that updated parameters are configured in Siebel Tools to reflect the updated changes. See To make sure updated parameters are configured in Siebel Tools for instructions.
• Update the Customer Dashboard by saving answers to dashboard variables. See To update to the Customer Dashboard for instructions.

To update to the Customer Dashboard

1. Navigate to Site Map > SmartScript Administration > Questions.
2. Select a question, and then click the More Info view tab.
3. In the Save User Parameters field, enter the name of the parameter as it is listed in the SmartScript List in Siebel Tools.

   For example, "Fname".

4. From the Show drop-down list, select Scripts, and then click the Translations view tab.
5. In the Dashboard Text field in the Translations list, enter the names of the variables from each question enclosed by brackets. For example: [Fname].

   This notifies the SmartScript to pass this parameter to the dashboard. Only parameters that have been configured in the Dashboard Business Service should be entered in this field. You must also make sure that the SmartScript Player is configured to notify the dashboard. The default state is TRUE. For more information see Siebel Tools Reference.

6. Click Save.

To access SmartScript Player applet object

1. Lock your project in Siebel Tools.
2. In the Object Explorer, choose Applet, then query for "SmartScript Player Applet (Tree Only)."
3. Click on the Applet User Property.

   The default state of this property is "Y". Set the Value to "N" if you want to disable this feature.

To make sure updated parameters are configured in Siebel Tools

1. Lock your project in Siebel Tools.
2. In the Object Explorer, choose Business Service, and then query for "Persistent Customer Dashboard."
3. Click on the Business Server User Properties to see the current dashboard configuration.
4. Make sure that the parameters you entered in To update to the Customer Dashboard match identically the values in this list.

   This list is specifically used for updating the dashboard from a SmartScript. You may also update the dashboard from a SmartScript using Siebel VB or Siebel eScript. You must call the Persistent Customer Dashboard business service and pass the appropriate parameters.

5. To commit your changes, click anywhere outside the modified row, or move outside the row with the UP or DOWN arrow.
6. Compile your changes to the SRF file.