Configuring Siebel Business Applications > Configuring Applets > Configuring How Siebel CRM Displays Data in an Applet >

Controlling How the User Creates, Edits, Queries, and Deletes CRM Data


You can create an applet web template for each applet mode that determines if the user can create, edit, query, or delete Siebel CRM records in an applet. For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.

To control how the user creates, edits, queries, and deletes CRM data

  1. Create a new applet web template.

    For more information, see Adding a Web Template to an Applet.

  2. Enter text into the Name property to match one of the applet modes described in Table 19.
  3. Set the Type property to one of the applet modes described in Table 19.
  4. Repeat Step 1 through Step 3 for each applet mode that the applet must support.

    For example, create a separate applet web template in the following situations:

    • Create one applet web template for New and another applet web template for Query.
    • If the applet layout is different for New and Query modes compared to Edit mode, then create a separate web template for each mode.

Adding a Web Template to an Applet

If you must define another mode for an applet, then you must add a web template to the applet. For more information, see About Applet Web Templates.

To add a web template to an applet

  1. In Siebel Tools, click Applet in the Object Explorer.
  2. In the Applets list, locate the applet you must modify.
  3. In the Object Explorer, expand the Applets tree, and then click Applet Web Template.
  4. In the Applet Web Templates list, add a new record using information from the following table.
    Property
    Description

    Name

    Enter the applet mode for the applet web template, such as Edit. For more information, see Controlling How the User Creates, Edits, Queries, and Deletes CRM Data.

    Type

    Choose the applet mode of the applet web template.

    Web Template

    Choose the web template to associate to the applet.

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