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Drilldown Behavior in a View
The Drilldown Object object type is a child of Applet, used primarily in list applets. It allows the user to drill down from a cell in a list applet (or using a pop-up menu in either a form or list applet) to a particular view. Drilldown controls or list columns in a list applet in Siebel applications consist of colored, underlined text, much like a hypertext link in a Web browser. Drilldowns in a list applet are illustrated in Figure 151.
In the standard (or static) drilldown configuration, a specific view is referenced for each hyperlink list column or control. Clicking the hypertext in the list column or control takes you to that view under all circumstances. Another kind of drilldown configuration, dynamic drilldown, is discussed in Dynamic Drilldown Behavior.
If the driving applet of a view has a search specification, this search specification is also applied to the destination view when drilling down.
For more information, see About the Search Specification Property and Siebel Object Types Reference.
NOTE: If the target view of a drilldown object has a different visibility type from the origin view, drilling down on a cell will take the user to the first record of the destination view and not to the drilldown record.
Static Drilldown Behavior
In the example, underlined account name appears in the list column labeled Name. If the user clicks the account in the Name list column, a master-detail view appears, with the selected account in a form applet above an applet displaying the corresponding list of contacts.
Drilldowns appear as hypertext only in list applets.
Figure 152 displays the property relationships between the list applet, business component, and view in a static drilldown configuration.
One Drilldown Object object definition is specified for each list column in the list applet to have drilldown functionality.
Dynamic Drilldown Behavior
Dynamic drilldown enables hyperlink navigation to multiple views from the same hyperlink field, depending on the value of a field in the applet's current record.
This is useful in the situation where special processing is desired for various types of contacts, opportunities, accounts, and so on. The business component may have a field that indicates a classification, such as the Lead Quality for an opportunity or the primary Industry for an account. The drilldown behavior can be to check this field in the current record, and navigate to different views for different values found there.
Dynamic drilldown behavior for a hyperlink field (and the corresponding list column or control) is configured with one or more Dynamic Drilldown Destination child object definitions of the Drilldown Object. This is illustrated in Figure 153.
As in a static drilldown configuration, the Drilldown Object object definition identifies a hyperlink field and a view. These property settings continue to have the same purpose in dynamic drilldown, namely to specify the list column or control that has hyperlink capabilities, and the destination view when the hyperlink is clicked.
However, in dynamic drilldown, the Drilldown Object also has Dynamic Drilldown Destination object definitions, each of which points to the type field in the business component, and specifies a value to look for there. When the value in a Dynamic Drilldown Destination is matched, the logic routes to a different Drilldown Object (with typically a different destination view).
For example, the Industry field in the Account business component could be designated as the type field in a list of Dynamic Drilldown Destinations. When the Industry value is "Manufacturing," the drilldown could route to a Drilldown Object with a view tailored for manufacturing accounts. When the value is "Transportation," the destination could be a different Drilldown Object and view, and so on.
The list of Dynamic Drilldown Destinations contained in a Drilldown Object specifies a set of criteria, of which any number may be met. If the condition in one Dynamic Drilldown Destination is met, the hyperlink routes to the specified Drilldown Object. If more than one is met, the first encountered (as specified in the Sequence property) specifies the destination Drilldown Object. If none is met (or no Dynamic Drilldown Destination object definitions are supplied as children of the Drilldown Object), the Drilldown Object itself supplies the name of the destination view.
Be careful to avoid routing hyperlinks from one dynamically evaluated Drilldown Object to another. That is, if you create Dynamic Drilldown Destination children of a Drilldown Object, do not have them route to a Drilldown Object that itself has Dynamic Drilldown Destination children. This practice could lead to ambiguity or looping.
If multiple drilldown objects for the applet are defined, a given field in the business component should be mentioned only once for all available drilldown objects. For a dynamic drilldown, the drilldown object that contains the dynamic drilldown destinations should have the Hyperlink Field property set.
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Siebel Tools Reference, Version 7.5, Rev. A Published: 18 April 2003 |