Process of Creating an Advisor Contents List

To create a new contents list, go through the following steps:

• Roadmap for Creating an Advisor Application

• Creating Contents List Items

Creating a Contents List Record

You can use the default contents list, prodlistdata, or create a new contents list.

This task is a step in "Process of Creating an Advisor Contents List".

To create a contents list with Advisor

1. Navigate to Administration - Product, then Advisor Projects and My Projects.

2. Select the project for which you would like to create a contents list.

3. On the Contents Lists tab, choose New.

   A new Contents List form appears.

4. Enter a name, contents list ID, and any notes about the contents list.

   The contents list ID is the ID used in the code to reference the contents list.

5. Access the new contents list file by using the ShowContentsList function.

   See Siebel Advisor API Reference for more information.

Creating Contents List Items

Use the following procedure to create contents list items.

This task is a step in "Process of Creating an Advisor Contents List".

To enter contents list items in Advisor

1. Navigate to Administration - Product, then Advisor Projects and My Projects.

2. Select a project.

3. On the Contents Lists tab, select the contents list and, in the Editor form, click New.

   A new row appears.

4. Enter the sequence in which the item appears in the contents list.

5. Enter a level for the contents list item.

   The level determines the location of the item in the contents list hierarchy. Number 1 represents the outermost level, the number 2 a level indented below that, and so on. Use the number 0 to create a blank entry (vertical space) between items.

6. Enter a label for the contents list item.

   The label defines the text of the item in the contents list of the browser-based application. You can include standard HTML in the Label cell to format the text of the item.

7. In the Link To field, enter the pageset to open when a user clicks the contents list item.

   Use the syntax Project|Pageset ID. If the pageset belongs to the current project, use the syntax Pageset ID. You can also enter a URL to link to a URL.

8. Enter the image location.

   Use image location only for level 1 entries in a contents list table. Image location points to an image that appears in the Image Location area frame when the mouse pointer hovers over the entry in the contents list. Use a path relative to the pg directory when entering the image file name.