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Adding Drilldowns to the Dispatch Board Gantt Chart (Open UI Client)


You can add drilldowns to the Gantt chart of the Dispatch Board to help streamline navigation to and from this screen. In the following tasks, you configure a drilldown for the Phone field that you added in Displaying Additional Information on the Y-Axis of the Dispatch Board Gantt Chart (Open UI Client). For more information about performing configuration tasks with Siebel Tools, see Using Siebel Tools.

To allow users to drill-down on the new Phone field, perform the following procedures:

  1. Creating the Drilldown Object
  2. Creating the Applet User Properties for the Drilldown
  3. Compiling and Viewing the New Drilldown Object

This task is a step in Process of Configuring the Dispatch Board (Open UI Client).

Creating the Drilldown Object

Perform the following procedure to create a new Phone drilldown object.

To create the drilldown object

  1. Log in to Siebel Tools as an administrator.
  2. Lock the FS Dispatch Board project for editing.
  3. In Object Explorer, navigate to Applet, then Drilldown Object.
  4. Create a new record, and update the fields with the following information:
    1. Enter Phone as the name of the record.
    2. Enter Phone as the Hyperlink Field value.
    3. Enter Employee List More Info View as the View value.
    4. Enter ID as the Source Field value.
    5. Enter Employee as the Business Component value.
    6. Enter ID as the Destination field value.

      NOTE:  In the applet control, the control name and the field name must match so that users can successfully drill down from the Gantt chart of the Dispatch Board.

Creating the Applet User Properties for the Drilldown

Perform the following procedure to create the applet user properties for drilldown on the Pane 0 Col 6 Phone field.

To create the applet user properties for the drilldown

  1. Lock the FS Dispatch Board project for editing.
  2. In the Object Explorer, navigate to Applet, and query for the FS Dispatch Board Gantt Applet.
  3. Navigate to Applet, then Applet User Prop, and query for Pane 0 Col 6*, making sure to include the wildcard asterisk symbol (*).

    To add these records, see Creating the Applet User Properties.

    The user properties for the new column appear.

  4. Create user property records for the drilldown.

    Information about the records is described in the following table.

    Name
    Value

    Pane 0 Col 6 Attr 2

    IDO, Phone
    IDO denotes Drilldown Object.

    Pane 0 Col 6 Attr 3

    DDFLD, Id
    DDFLD denotes Drilldown Field.

    Pane 0 Col 6 Field 1

    Id, DDID
    DDID denotes Drilldown ID.

Compiling and Viewing the New Drilldown Object

Perform the following procedure to compile and view the new Phone drilldown object on the Gantt chart of the Dispatch Board.

To compile and view the new drilldown object

  1. Compile the FS Dispatch Board Gantt Applet.
  2. Replace the Siebel Repository File (SRF).
  3. Restart the client, and view the changes on the Dispatch Board by drilling down on the Phone field.

    The Employee List More Info view appears.

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