Configuring Siebel Business Applications > Configuring Views, Screens, and Applications > Process of Creating a Screen Home Page View >

Creating Links to Frequently Accessed Data


This task is a step in Process of Creating a Screen Home Page View.

The View Links area on a screen home page displays links to the frequently accessed lists of data. Administrators and users can define view links. For more information, see Siebel Fundamentals and Siebel Applications Administration Guide.

To create links to frequently accessed data

  1. Display the Business Component User Prop object type.

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

  2. In the Object Explorer, click Business Component.
  3. In the Business Components list, locate the SRF Vlink Screen business component.
  4. In the Object Explorer, expand the Business Component tree, and then click Business Component User Prop.
  5. In the Business Component User Properties list, add a new record using values from the following table.
    Property
    Value

    Name

    VlinkScreen: name of the screen home page

    For example, VlinkScreen: Accounts Screen.

    Value

    Y

  6. In the Business Components list, enter the following query in the Name property:

    *Private View Link

  7. Choose the Public and Private View Link business component.
  8. In the Business Component User Properties list, add a new record using values from the following table.
    Property
    Value

    Name

    Enter Vlink Bo Screen Map name of the screen home page.

    For example, Vlink Bo Screen Map Account Home.

    Value

    Enter the name of the screen home page.

    For example, Accounts Screen.

    This user property is required. It uses the business object to associate the view link you define for a screen to the View Link Applet.

  9. Make sure the Siebel application in which the view links are checked contains the home page that you defined in Step 5.

Requirements for a View Link

A view link must comply with the following requirements:

  • An aggregate category link can include multiple aggregate view, detail category, and detail view links.
  • A detail category link can only include detail links.
  • You can define an aggregate view link in the following ways:
    • Without a parent category
    • With an aggregate category as the parent category
  • You cannot define a detail category as the parent category of an aggregate view link.
  • You must define an aggregate category or detail category as the parent category of a detail view link.
  • You cannot use a detail category as the parent category of an aggregate view.
  • An aggregate category cannot define a parent category.
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