Siebel SmartScript Administration Guide


Introduction

How This Guide Is Organized

Revision History


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Overview

Benefits of SmartScripts

Prerequisites

Scripting Terminology

SmartScript Screens

The Employee's Screen

The Customer Screen

The SmartScript Administration Screens


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Fundamentals of SmartScript Creation

SmartScript Elements

Scripts

Pages

Questions

Answers

Branches

Data Storage in SmartScript

Best Practices For SmartScript Construction

Script Design Tips

Creating Questions

Translating Questions

Creating Answers

Translating Answers

Creating Pages

Translating Pages

Creating Scripts

Translating Scripts

About the Script Designer and Page Designer

Adding Questions and Branches to Pages

Adding Pages and Branches to Scripts

Releasing Scripts

Unreleasing Scripts


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Working with Questions, Answers, and Translations

Creating Questions

Defining Question Text and Translations

Displaying Answers Within a SmartScript

Answer Types and Answer Control Choices

Creating Answers

Translating Answers

Storing User-Provided Answers From Sessions

Question Events Logic Sequence


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Upgrading to SmartScript 7.5.3

Upgrading from a Previous Version of SmartScript

Converting a Script Wizard into a SmartScript 7.5.3 Script


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Customizing a SmartScript User Interface

Controlling the Questions Displayed on a Page

About HTML in the SmartScript User Interface

Formatting Question Text Using HTML Tags

Adding Images

Adding URLs

Using HTML to Modify the Design Template

Using Siebel Tools to Modify the SmartScript View


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Verifying, Testing, and Invoking SmartScripts

The Verify Wizard

SmartScript Diagnostics

About Invoking SmartScripts

Invoking SmartScripts Through the User Interface

Setting SmartScripts to Open Automatically

Setting Up SmartScripts in the Search Center

Invoking SmartScripts Through Siebel CTI

Invoking Scripts Through Siebel VB or Siebel eScript

RunSmartScript

RunCallScript

Canceling, Finishing, and Resuming a SmartScript

Invoking a SmartScript from a Currently Running SmartScript

Invoking SmartScripts Through a Web or Email Link


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Extending Scripts with Siebel VB and Siebel eScript

Improving Performance of Your Scripts

Activating Fields

Siebel VB and Siebel eScript

SmartScript Object Types

Methods Used with Scripts

Standard Methods for All SmartScripts

Script_Open

Script_Cancel

Script_PreFinish

Script_Finish

Script_Save

Other Preprogrammed SmartScript Methods

Cancel

CurrentPage

CurrentQuestion

ExecutionState

Finish

GetCampaignId

GetCampContactId

GetContactId

GetLabelText

GetPage

GetParameter

GetQuestion

GetSessionId

OriginalDashboardText

SetCampaignId

SetCampContactId

SetContactId

SetUserParameter

StartPage

StartQuestion

SubstituteText

Methods Used with Pages

GetHelpText

GetLabelText

GetQuestion

Script

StartQuestion

Methods Used with Questions

Standard SmartScript Question Procedure

Question_Enter

Question_PreLeave

Question_PreBranch

Question_Leave

Other Preprogrammed SmartScript Question Methods

AnswerType

CurrencyFieldName

GetCurrentCurrencyCode

GetCurrentExchangeDate

GetCurrentValue

GetHelpText

GetInitialCurrencyCode

GetInitialExchangeDate

GetInitialValue

GetPriorCurrencyCode

GetPriorExchangeDate

GetPriorValue

GetQuestionEnable

GetQuestionText

GetSaveBusComp

GetSaveBusObj

HasDefaultAnswer

MustAnswer

OriginalQuestionText

Page

Script

SaveBusCompName

SaveBusObjName

SaveFieldName

SetCurrentValue

SetQuestionEnable

SetQuestionText

SubstituteText

WasAnswered

Sample Siebel VB and Siebel eScript Methods

Dynamic Questions

Finding a Contact

Complex Branching

Calling Siebel Assignment Manager


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Importing and Exporting SmartScripts

Exporting Scripts

Importing Scripts

Resolving Conflicts Encountered During Import


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Modifying the Dashboard

About the Customer Dashboard

Overview of Customer Dashboard Configuration

Overview of Upgrade to the Customer Dashboard


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SmartScript Tags

Script Tags for SmartScript 7x

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 Siebel SmartScript Administration Guide 
 Published: 23 June 2003