Configuring Siebel Open UI > Customizing Siebel Open UI > Doing General Customization Tasks >

Customizing Navigation Options

In some deployments, you might want to restrict the use of a navigation option to a predefined group. This topic explains how to control which navigation options are available to which users.

To customize the available navigation options

1. Create an expression for the navigation option that you want to restrict:
   1. Log in to a Siebel client with administrative privileges.
   2. Navigate to the Administration - Application screen, and then the Manifest Expressions view.
   3. Click the plus (+) icon to create a new expression.
   4. Specify a name for the expression.
   5. Specify the restrictive expression.
2. Create a copy of the navigation type that you want to restrict:
   1. Navigate to the Administration - Application screen, and then the Manifest Administration view.
   2. In the UI Objects list, search with the following specifications:

      Field	Value
      Type	Navigation
      Usage Type	Physical Renderer
      Name	NAVIGATION* You can reference any navigation option.

   3. Select the navigation option that you want to modify. The three available options are NAVIGATION_SIDE, NAVIGATION_TAB, and NAVIGATION_TREE.
   4. Take note of the exact file name that is listed in Files applet, you will need this information in a later step.
   5. Select the Edit menu, then Copy Record.
3. Edit the navigation type:
   1. Select the copy of the navigation type that you created in Step 2.
   2. Click the plus (+) icon in Object Expression applet.
   3. In the Expression field, specify the expression that you created in Step 1.
   4. Click the plus (+) icon in the Files applet and add the file that you noted in Step d.
4. Verify your work:
   1. Log out of the client, and then log back into the client.

      This step refreshes the manifest.

   2. Navigate to the User Preferences screen, then the Behavior view.
   3. Verify that the correct options are available in the Navigation Control drop-down menu for the user with which you are logged in.

Example of Restricting Navigation Options

The example in this topic describes how to restricts the Tree navigation option to only the ADMIN user in Siebel Open UI.

This topic gives one example of restricting navigation options. You might use this feature differently, depending on your business model.

To restrict the Tree navigation option to only the ADMIN user

1. Create an expression that restricts availability to administrator only:
   1. Log in to a Siebel client with administrative privileges.
   2. Navigate to the Administration - Application screen, and then the Manifest Expressions view.
   3. Click the plus (+) icon create a new expression.
   4. Specify the following in the Name field:

      Admin Only

   5. Specify the following in the Expression field:

   GetProfileAttr('Login Name') = 'ADMIN'

2. Create a copy of the NAVIGATION_TREE object:
   1. Navigate to the Administration - Application screen, and then the Manifest Administration view.
   2. In the UI Objects list, search with the following specifications:

      Field	Value
      Type	Navigation
      Usage Type	Physical Renderer
      Name	NAVIGATION_TREE

   3. Select the NAVIGATION_TREE record.
   4. Select the Edit menu, then Copy Record.
3. Edit the new NAVIGATION_TREE record:
   1. Select the copy of the NAVIGATION _TREE record.
   2. Click the plus (+) icon in Object Expression applet.
   3. In the Expression field, specify the expression Admin Only.
   4. Click the plus (+) icon in the Files applet to add the following file:

      jsTreeCtrl.js

4. Verify your work:
   1. Log out of the client, and then log back into the client as a user other than ADMIN.
   2. Navigate to the User Preferences screen, then the Behavior view.
   3. Verify that the only the following two options are available in the Navigation Control drop-down menu:
      • Side Menu
      • Tab
   4. Log out of the client, and then log back into the client as the ADMIN user.
   5. Navigate to the User Preferences screen, then the Behavior view.
   6. Verify that the only the following three options are available in the Navigation Control drop-down menu:
      • Side Menu
      • Tab
      • Tree