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Modifying the Go To List in the Customer Dashboard

The Go To list in the Customer Dashboard allows the user to navigate to other views that Siebel CRM relates to the current record. Siebel CRM modifies the list of views depending on the data that it currently displays in the Customer Dashboard. In the Siebel client, the Persistent Customer Dashboard business service does the following:

1. To locate records that begin with View in the Name property, searches the list of user properties.
2. Locates the display name for the associated view.
3. Adds the name to the Go To list.

Table 79 describes some predefined business service user properties. Each business service user property represents a view that Siebel CRM displays in the Go To list. For example, View 1 specifies that if the Customer Dashboard contains data from the Contact business component, then it displays the All Activities view in the GoTo View list. If the user chooses the All Activities view from the Go To list, then it displays only records for the current Contact ID in the view.

To modify the Go To list in the Customer Dashboard

1. In Siebel Tools, in the Object Explorer, display the Business Service User Prop object type, which is a child of the Business Service object type.

   For more information, see Displaying Object Types You Use to Configure Siebel CRM.

2. In the Object Explorer, click Business Service.
3. In the Business Services list, locate the Persistent Customer Dashboard business service.
4. In the Object Explorer, expand the Business Service tree, and then click Business Service User Prop.
5. To add a view to the Go To list, in the Business Service User Props list, add a user property using values from the following table.

   Property	Description
   Name	Enter a name for this business service user property that represents a view that Siebel CRM displays in the Go To list. You must use the following format: View integer For example: View 1
   Value	Create a view that Siebel CRM displays in the Go To list. You must use the following format: business component name; view name; name of the primary applet on the view; name of the foreign key field For example: Contact; All Activity List View; Activity List Applet With Navigation; Contact Id The name for each of these items must match exactly the name that is defined in the Siebel Repository File. The foreign key field is conditional. For more information, see Referencing a Foreign Key Field from the Go To List.

6. Optional. Configure a label for the view.

   For more information, see Configuring the Label for the View in the Go To List.

7. To modify a view or remove a view from the Go To list, do the following:
   1. Locate the view in the Business Service User Props list.
   2. Modify or delete the record, as required.
8. Compile and test your modifications.

   For more information, see Using Siebel Tools.

Referencing a Foreign Key Field from the Go To List

If a view in the Go To list references a business component other than the current business component that provides data to the Customer Dashboard, then you must reference the name of the foreign key field.

For example, if the Customer Dashboard currently displays data from the Contact business component, and if the All Activities view is listed in the GoTo list, then you must define the Contact Id field as the foreign key field. The Contact Id field is the foreign key field in the Action business component that references the Contacts business component. This foreign key field allows Siebel CRM to query all activities that it relates to the contact that it currently displays in the Customer Dashboard.

Configuring the Label for the View in the Go To List

You can configure Siebel CRM to display a text label that represents the view that you configure. It displays this label in the GoTo list.

To configure the label for the view in the Go To list

1. In Siebel Tools, in the Object Explorer, click Applet.
2. In the Applets list, query the Name property for Persistent Customer Dashboard Applet.
3. In the Object Explorer, expand the Applet tree, and then click Control.
4. In the Controls list, create a new control using values from the following table.

   Property	Description
   Name	Enter a name. Use the following format: Label name of the user property where: name of the user property is the name of the business service user property that defines the view that Siebel CRM displays in the Go To list. For example, to reference the business service user property that references the All Activity List View in Step 5, you enter the following: Label View 1
   Caption	Define the label text that Siebel CRM must display as the list item in the Go To list. For example, to display the text Activities for This Contact, enter the following: Acitivites for This Contact

5. Repeat Step 4 for each label that you must display in the Go To list.
6. Compile, and then test your modifications.