Siebel Pharma Handheld Guide > Developing Siebel Handheld Applications > Configuring Calendar Buttons >

Dynamic Drilldown from the Daily Calendar View to Med Ed Event


The calendar enhancement also enables a dynamic drilldown from the Daily Calendar view to Med Ed Events.

To set up for Dynamic Drilldown from the Daily Calendar view

  1. Set ClientConfigurationMode = ALL in tools.cfg file in \root\BIN\ENU directory.
  2. Log in to Siebel Tools.
  3. Query for Applet Name: SHCE Sales eCalendar Daily Applet - My in Applet.
  4. Go to Drilldown Object and create a new record with the following values:
    Name
    HyperLink Field
    View Name
    Source Field
    Business Component
    Destination Field

    Med Ed Event

    Category

    Invitees List View — CE

    ME Event Id

    Pharma ME Event

    Id

  5. Select Drilldown Object Named Activity Type and select Dynamic Drilldown destinations.
  6. Select and copy Professional Call record and change the following fields:
    Name
    Field
    Value
    Destination Drilldown Object

    Med Ed Event

    Calculated Category

    Med Ed Event

    Med Ed Event

The calendar enhancements also provides the ability to create an activity for every new Med Ed Event record created. The activity displays on the Daily Calendar view and enables users to drill down from the Daily Calendar view to Med Ed Event.

To auto-create an Activity related to the new Med Ed Event on the Daily Calendar

  1. Set ClientConfigurationMode = ALL in tools.cfg file in \root\BIN\ENU directory.
  2. Log in to Siebel Tools.
  3. Select the Pharma ME Event Business Component.
  4. Add a new business component User property as follows:

    Name: Create Activity

    Value = Y

    This property creates an activity with:

    • Type = Meeting
    • Description= Medical Event
    • ME Event Id = Populated with Med Ed Id
  5. Select the Action Business Component.
  6. Select the Field 'Calculated Category' and update the Calculated Value from LookupName("TODO_TYPE",[Category])
    to
    IIf([ME Event Id] IS NOT NULL,"Med Ed Event",LookupName("TODO_TYPE",[Category])).
  7. Update the Post Default Value for Duration Minutes to 30.

    NOTE:  This cause the system to ignore the User Preference Appointment Duration (in Minutes) for calls created through the calendar.

  8. Update the predefault Value for Planned from System: Timestamp to Expr: "IIf (ParentBCName () = 'Pharma ME Event', ParentFieldValue ('Start Date'), Timestamp())".
  9. Compile the SRF changes and restart the service.
  10. Add a new child LOV Value for Category Meeting of Type = Meeting.
  11. Synchronize the handheld device with the Siebel Server.
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