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Options to Drill Down to Another View

A drilldown is a type of field that allows the user to navigate from a field to another view that displays more information about the chosen record. Siebel CRM displays a drilldown primarily in a list applet. The drilldown object is a child object of an applet. A drilldown can be static or dynamic.

Consider the following drilldown behavior:

• If the parent applet of a view includes a search specification, and if the user drills down on a field, then Siebel CRM applies this search specification to the destination view. For more information, see Options to Filter Data That Siebel CRM Displays In an Applet.
• If the target view of a drilldown includes a visibility type that is different from the original view, and if the user drills down on a field, then Siebel CRM navigates the user to the first record of the destination view and not to the drilldown record.

Siebel CRM does not support drilldown on a multi-value group applet, pick applet, or association applet.

How Siebel CRM Creates a Static Drilldown

A static drilldown is a type of drilldown that navigates the user to the same view.

Figure 28 describes how Siebel CRM creates a static drilldown.

Figure 28. How Siebel CRM Creates a Static Drilldown

Explanation of Callouts

Siebel CRM uses the following objects to create a static drilldown:

1. Drilldown Object. Identifies a link field and a view. These properties define the list column or control that includes a link and the destination view that Siebel CRM displays if the user drills down on the link.

Objects Siebel CRM Uses to Create a Dynamic Drilldown

A dynamic drilldown is a type of drilldown that navigates the user to a different view. This navigation depends on a condition, such as the value of a field. A dynamic drilldown allows the user to navigate to multiple views from the same link field, depending on the value of a field in the current record of the applet. This functionality is useful if some processing is required for various types of contacts, opportunities, accounts, and so on. For example, the business component might include a field where Siebel CRM can evaluate the condition, such as the Lead Quality of an opportunity or the primary Industry of an account. The drilldown then navigates the user to a different view depending on the value in the field.

Figure 29 describes the relationships between objects in a dynamic drilldown. To create a dynamic drilldown, you define one or more dynamic drilldown destination children of the drilldown object for the field and the corresponding list column or control.

Figure 29. How Siebel CRM Creates a Dynamic Drilldown

The functionality of the drilldown object in a dynamic drilldown is the same as it is with a static drilldown with the following exceptions:

• Siebel CRM defines a drilldown object for each candidate view.
• Each dynamic drilldown destination specifies a condition.
• The drilldown object that contains the lowest sequence number includes child dynamic drilldown destinations that define the following conditions that Siebel CRM uses for each of the drilldown objects:
  • If the conditions in the dynamic drilldown destination are true, then Siebel CRM flows to one of the drilldown objects.
  • If the conditions in the dynamic drilldown destination are false, then Siebel CRM uses the parent drilldown as the default drilldown.
  • If the conditions in the dynamic drilldown destination are true but the user is not assigned the responsibility that is required to access the destination view, then Siebel CRM uses the parent drilldown as the default drilldown.

For example, assume the Industry field in the Account business component is designated as the type field in a list of dynamic drilldown destinations:

• If the Industry is Manufacturing, then the drilldown navigates to a drilldown object that includes a view that is tailored for a manufacturing account.
• If the Industry is Transportation, then the drilldown navigates to a drilldown object that includes a view that is tailored for a transportation account.

CAUTION:  You must avoid defining a link that routes from one dynamic drilldown object to another dynamic drilldown object. If you create child dynamic drilldown destinations of a drilldown object, then make sure they do not route to a drilldown object that includes child dynamic drilldown destinations. This configuration might cause ambiguity or looping problems.

How Siebel CRM Handles a Dynamic Drilldown if Multiple or No Conditions Are Met

If the condition in one dynamic drilldown destination is met, then the link navigates to the defined drilldown object. If more than one condition is met, then Siebel CRM uses the lowest value that the Sequence property contains to identify the first condition that it uses as the destination drilldown object. If no condition is met, or if no dynamic drilldown destinations exist that are children of the drilldown object, then the drilldown object supplies the name of the destination view.

If you define multiple drilldown objects for an applet, then you can reference any field in the business component only one time for all available drilldown objects. For a dynamic drilldown, you can set the Hyperlink Field property of the drilldown object that contains the dynamic drilldown destinations.