Siebel eHealthcare Guide > Opportunities > Administrator Procedures >

Configuring Persistent Filters

Using Siebel Tools, administrators can modify the appearance of screens and views in Siebel eHealthcare. For more information see Siebel Tools Reference.

Siebel eHealthcare provides persistent filters for the Opportunities, Activities, Event Calendar, Sub-Events, and Sessions screens. By default, this filter does not appear on the Opportunities screen, but can be configured to appear on the Opportunities views. For more information on persistent filters for screens other than Opportunities, please see the relevant chapter.

The purpose of the Persistent Filter is to provide a mechanism that will allow quick filtering of records on selected fields without needing to enter query mode in a list. It is possible to modify the field selection of these filters using Siebel Tools. Administrators can add or remove fields from the existing persistent filters for the Opportunities, Activities, and Events screens.

NOTE:  Creating new persistent filters is not recommended.

To add a field with a list of values to the Opportunities persistent filter

  1. In Siebel Tools, locate the appropriate applet (for example, FINS Opportunity Filter Form Applet).
  2. Lock the project.
  3. In the Object Explorer, drill down under the Applet node and select Controls.
  4. Add the desired field to the list, with the Name, Caption, Field, and Pick Applet fields populated with appropriate values.

    5. NOTE:  You can use an existing control with an LOV in the filter applet, or the control on the base list or form, as a source of comparison.

    For example, Lead Quality was added with the following fields and values:

    Field
    Value
    Name
    Lead Quality
    Caption
    Lead Quality
    Field
    Quality
    Pick Applet
    Quality Pick Applet
    HTML Display Mode
    (null)
    HTML Type
    (null)

    The other fields were left at default values.

  5. Save the record.
  6. In the Object Explorer, drill down under the Applet Web Template node.
  7. Select the Edit record only.

    8. NOTE:  The Base mode is enabled for reference purposes only. Any modifications to the Base template will be ignored.

  8. Modify the Web template for the Edit record by right clicking and selecting Edit Web Layout.
  9. Drag the new control to an appropriate placeholder.

    10. For example, drag the Lead Quality control from the Controls window onto an available placeholder in the template editor.

  10. Save and close the new Web Layout.
  11. Compile and test.

To add a picklist field to the Opportunities persistent filter

The following example shows how you could add the Address picklist to the filter.

  1. In Siebel Tools, locate the appropriate applet (for example, FINS Opportunity Filter Form Applet).
  2. Lock the project.
  3. In the Object Explorer, drill down under the Applet node and select Controls.
  4. Add the desired control to the list, with the Name, Caption, Field, Pick Applet, and Run Time fields populated with appropriate values.

    5. NOTE:  You can use an existing control with a picklist in the filter applet, or the control on the base list or form, as a source of comparison.

    For example, Address was added with the following fields and values:

    Field
    Value
    Name
    Street Address
    Caption
    Address
    Field
    Street Address
    Pick Applet
    FINCORP Org Address
    MVG Applet
    True
    Run Time
    True

    The other fields were left at default values.

  5. Save the Record.
  6. Drill down on the Applet's Business Component (for example, FINS Opportunity Filter).
  7. Lock the Project for the business component.
  8. Locate the field that you added to the applet. For example, locate Street Address.
  9. Delete the field for this business component.

    10. You will need to delete this field as often as the existing field is a duplicate of the base business component (for example, opportunity). The purpose of this exercise is to point the field to an empty column in a table for initial population when the filter is first rendered in the browser, and not to read and write to the business component. As a result, it is simpler to create the control from scratch and compare it to an existing picklist filter control.

  10. Create the new record on the business component. The properties that need to be populated include:
  11. In the Object Explorer, drill down under the Applet Web Template node.
  12. Select the Edit mode record only.

    13. NOTE:  The Base mode is active for reference purposes only. Any modifications to the Base template will be ignored.

  13. Modify the Web template for the Edit record by right-clicking and selecting Edit Web Layout.
  14. Drag the new control to an appropriate placeholder. For example, drag the Street Address control from the Controls window onto an available placeholder in the template editor.
  15. Return to the Applet and select Applet User Properties.
  16. Add a record with the following fields: Name: MVG# (must be MVG and any number), and Field.
  17. Save and close the new Web Layout.
  18. Compile and test.

Limitations

With the exception of some specialized fields that appear preconfigured, there are currently no wildcard searches. It is recommended that only LOV's and picklists be used.


 Siebel eHealthcare Guide 
 Published: 04 June 2003