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Mapping Business Component Fields to the Customer Dashboard

User properties defined for the Persistent Customer Dashboard business service map the available fields from the business component to fields on the Customer Dashboard applet.

The user property name identifies the Customer Dashboard fields, such as Field 1, Field 2, and so on.

NOTE:  The following fields are preconfigured for the Customer Dashboard, Field 1, Field 2, Field 3, Field 4, Field 5, Field 10, Field 12. Field 4 is formatted to display phone numbers.

The value of the user property defines the business component list and one of the available fields. The syntax for the value is the name of the list user property, for example List1, followed by the position of the field in the list for that user property. For example, List 1.1 is the first field available from List1, List1.2 is the second field available from List1, and so on. For more information about business component lists, see Adding a Business Component Lists to the Dashboard Business Service.

For example, to display the Last Name field from the Contact business component (see List1 in Table 65) in Field 1 of the Customer Dashboard, you would define a user property as shown in Table 65 below:

Table 65.  Example User Property to Map Fields 
Name
Value
Field 1
List1.1

You can display fields from more than one business component in a single Customer Dashboard field. To do this, you define multiple values for the Customer Dashboard field's user property. For example, suppose that when the Customer Dashboard is in the context of Contacts, you want Field 1 of the dashboard to display Last Name. However, when the Customer Dashboard is in the context of Opportunities, you want Field 1 to display Opportunity Name.

To map multiple business component fields to a single customer dashboard field, you define the user property as shown in Table 66. List 1.1. represents the first field of List one. List2.1 represents the first field of List2.

Table 66.  Mapping Multiple Business Component Fields to a Single Dashboard Field
Name
Value
Field 1
List1.1;List2.1

The customer dashboard business service searches through the list of user properties, starting with Field, and looks for fields that are mapped to the dashboard from the current business component. For example, when the Contact business component is instantiated, the business service looks for Fields mapped from the Contact business component. Fields in the dashboard not mapped fields in the current business component remain empty.


 Siebel Tools Reference
 Published: 20 October 2003