Security Guide for Siebel eBusiness Applications > User Administration > Forgot Your Password? >

Modifying the User Interface

To add or delete a field in the User Information form, you must use Siebel Tools to modify its underlying applet. The following procedure is intended to list the major steps you must perform to add or delete a field in the User Information form. For detailed information about performing any step, see Siebel Tools Reference.

To add or delete a field in the User Information form

  1. Open Siebel Tools.
  2. Lock the User Registration project.
  3. If you are adding a field, determine both the virtual field in the User Registration business component that corresponds to the field you want to add and the actual field that is used to write to the underlying table. For example, if you want to add a comparison to City, note the VCity virtual field and the City field.
    1. In the Object Explorer, expand Business Component, and then expand its Field child.
    2. In the Business Component list, select the User Registration business component.
  4. Configure the User Registration Forget Pwd Info Applet to expose or hide the field.
    1. In the Object Explorer, expand Applet, and then expand its Control child.
    2. In the Applets list, query or scroll to select User Registration Forget Pwd Info Applet.
    3. If you want to hide a field, select its record in the Controls list and check its Inactive field.
    4. If you want to add a field, add a new record in the Controls list, and then click Save. Complete only the fields listed. Use the indicated guidelines.

      5. Field
      Guideline
      Name
      Enter a name for this field, such as City
      Caption
      Enter the caption you want for this field in the user interface, such as City
      Field
      Enter the virtual field for this field that you determined in Step 3, such as VCity
      HTML Display Mode
      Delete the default value, so the field is empty
      HTML Row Sensitive
      Check
      HTML Type
      Pick Text
      Sort
      Check
      Text Alignment
      Pick an alignment
      Visible
      Check
      Visible - Language Override
      Enter Y

  5. Configure the appropriate applet Web template for the User Registration Forget Pwd Info Applet to display or hide the field.

    6. For information about adding or deleting a control in an applet Web template, see Siebel Tools Reference.

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

To remove a field from the self-registration user interface, you do not have to delete the field from the applet in which it appears. Instead, configure the applet so that the field is not exposed.

For detailed information about configuring applets, see Siebel Tools Reference.

If you are adding a field to the comparison, there must be a process property present to collect that field entry from the user and write it to a virtual field of the User Registration business component. If a process property is not present for collecting the entry, you must create a new process property.

To create a process property to collect and write data to a virtual field

  1. From the application-level menu, choose View > Site Map > Business Process Administration > Workflow Processes.

    2. The Workflow Processes list appears.

  2. Query or scroll to select User Registration Forgot Password Process.
  3. Create a revised copy of User Registration Forgot Password Process as described in To create a revised copy of a workflow process. Edit this revised copy.

    4. A copy of the record appears with an incremented version number and a status of In Progress.

  4. Click the Process Properties view tab.

    5. The following figure shows a list of process properties for a workflow process.

    Click for full size image

  5. In the Process Properties list, click the menu button and choose New Record.

    6. A new record appears.

  6. Complete the new record, and then click Save. Complete only the fields listed. Use the indicated guidelines.

    7. Field
    Guideline
    Name
    By convention, provide the same name as the virtual field in the User Registration business component to which this process property writes. This is the virtual field that you noted in Step 3 of To add or delete a field in the User Information form, such as VCity.
    Data Type
    Enter String.
    Business Component
    Pick User Registration.
    Virtual Field
    Enter the virtual field name that you noted in Step 3 of To add or delete a field in the User Information form, such as VCity.

  7. Click the All Processes view tab.

    8. The Workflow Processes list appears. User Registration Forgot Password Process is still selected.

  8. Do one of the following:

In the Query User step of User Registration Forgot Password Process, you specify the input fields to the FindContact method in the User Registration business service that are used to find a matching user record. You must modify this step to add or delete an input field.

To add or delete input fields provided to the FindContact method

  1. From the application-level menu, choose View > Site Map > Business Process Administration > Workflow Processes.

    2. The Workflow Processes list appears.

  2. Query or scroll to select User Registration Forgot Password Process.
  3. If you are not already working on a version of the process with an In Progress status, create a revised copy of User Registration Forgot Password Process as described in To create a revised copy of a workflow process. Edit this revised copy.

    4. A copy of the record appears with an incremented version number and a status of In Progress.

  4. Click the Process Designer view tab.

    5. The Process Designer appears, showing the current workflow process. One of its subprocess steps is Query User.

  5. Drill down on the Query User step.

    6. A page that includes the Input Arguments list appears, as shown in Figure 13.

  6. If you are deleting an input field, select the appropriate record in the Input Arguments, and then click the menu button and choose Delete Record.

    7. The record is deleted.

  7. If you are adding an input field, click the menu button in the Input Arguments list and choose New Record.

    8. A new input argument record appears.

  8. Complete the new record, and then click Save. Complete only the fields listed. Use the indicated guidelines.

    9. Field
    Guideline
    Input Argument
    Enter the name of the field in the User Registration business component that you noted in Step 3 of To add or delete a field in the User Information form, such as City. This is the field in the existing user records with which the comparison is made.
    Type
    Pick Process Property.
    Property Name
    Pick the process property that corresponds to the virtual field in the User Registration business component that you noted in Step 3 of To add or delete a field in the User Information form, such as VCity. The process property has the same name as the virtual field, by convention.
    Property Data Type
    This field automatically populates with the data type of the process property.

  9. In the Business Service form, click Return to Designer.

    10. The Process Designer flowchart and palette appear.

  10. Click the All Processes view tab.

    11. The Workflow Processes list appears. User Registration Forgot Password Process is still selected.

  11. On the Workflow Processes list, click Activate.

    12. The status of the revised workflow process changes to Activated, and the status of other versions by the same name change to Outdated.


 Security Guide for Siebel eBusiness Applications 
 Published: 23 June 2003