Bookshelf Home | Contents | Index | Search | PDF

Security Guide for Siebel eBusiness Applications > User Administration > Modifying Self-Registration Views and Workflows >

Redefining Required Fields

---

As default functionality, a user who is self-registering is required to provide entries in certain fields. These fields may differ depending on the application. A required field is indicated in the user interface by an asterisk, where the field appears in a form.

You can change whether a field is required, for a view used in the self-registration workflow processes.

Use the Business Process Administration screen to determine the view that includes a self-registration field.

To determine the view in which a self-registration field appears

Log in as an administrator to a Siebel employee application, such as Siebel Call Center, and then choose View > Site Map > Business Process Administration > Workflow Processes.

The Workflow Processes list appears.

Query or scroll to select User Registration SubProcess. All data collection from the self-registering user is performed in this workflow process.
Click the Process Designer view tab.

As shown below, the Process Designer appears, showing the current workflow process and the palette that you can use to add steps to your workflows.

Double-click the User Interact step, such as User Registration Form 1, which represents the stage of the self-registration process in which you want to require that a user complete a field.

As shown below, the User Interact form appears, listing properties of this step.

Record the entry in the View field.

The CSSSWEFrameUserRegistration frame class is applied to applets that are used in views that appear in the seed self-registration workflow processes. This class allows you to specify required self-registration fields.

To designate a required field in a self-registration form, use Siebel Tools to modify the applet that contains the form.

The following procedure is intended to present the main steps in a Siebel Tools task. For detailed information about working with applets and views in Siebel Tools, see Siebel Tools Reference.

To designate a required field in a self-registration form

Open Siebel Tools.
Lock the User Registration project.
In Object Explorer, expand the View object type.

The Views list appears.

Select the view you recorded in To determine the view in which a self-registration field appears.
In Object Explorer, expand the View Web Template child object type, and then expand its child, View Web Template Item.

Self-registration views typically contain a single form applet. It is listed in the View Web Template Items list.

In the View Web Template Items list, drill down on the link in the Applet field for the single applet that is listed. If there is more than one applet listed, drill down on the one you think is most likely to contain the field you are looking for.

The Applets list appears with one record, the applet you drilled down on.

In the Object Explorer, expand the Applet object type, and then expand the Control child object type.

The Controls list appears below the Applets list.

In the Controls list, select the record whose Caption field is the name displayed in the user interface for the field you want to require users to complete. Record the value that appears in the Name column—for example, MiddleName.
In Object Explorer, click the Applet User Prop object type.

The Applet User Properties list displays the user properties for the applet in the Applets list.

With the Applet User Properties list active, choose Edit > New Record.

A new user property record appears.

Complete the new record using the following guidelines, and then save the record by stepping off of the record.

Field	Entry
Name	Required. Enter Show Required and a sequence number one greater than the highest existing sequence number. For example, if Show Required 6 is the highest sequenced entry, enter Show Required 7. This entry is case-sensitive.
Value	Required. The name of the field that you recorded in Step 8, such as MiddleName.

Recompile the Siebel repository file, and unlock the User Registration project.

When viewed in the self-registration interface, the new required field has an asterisk.

NOTE:  To make a required field no longer required in the user interface, follow the steps in the preceding procedures, with the following exception: in the Applet User Properties list, either check the Inactive column for the record you added in Step 10, or delete the record.

Bookshelf Home | Contents | Index | Search | PDF