Table 23. Other Usability Techniques
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Use the Defer Write Record property. |
For more information, see Using the Defer Write Record Property of a Siebel Operation Step Instead of a Transient Business Component. |
Place all required fields on a single view. |
Placing all required fields on a single view helps the user to finish the transaction. If necessary, you can use a transient business component to store interim data. For more information, see Overview of Transient Data. |
Avoid using too many pop-up elements. |
Too many pop-up elements can be distracting. |
Use a list view as a picklist. |
You can use a list view as a picklist to allow the user to pick records. |
Use the selector. |
The Selector forces the user to choose between several options that are available. |
Use the hierarchical selector. |
The Hierarchical Selector forces the user to make several mutually dependent decisions. Make sure you avoid cascading a series of selector views with only relevant options. |
Push data to the Customer Dashboard. |
If a task UI captures customer information that is useful in the customer dashboard, then configure Siebel CRM to push this data to the Customer Dashboard. |