Configuring Siebel Open UI > Customizing Styles, Applets, Fields, and Controls > Customizing Applets >

Allowing Users to Drag and Drop Data Into List Applets

The example in this topic describes how to allow users to drag and drop data from a spreadsheet to the Contact List applet.

To allow users to drag and drop data into list applets

1. Modify the list applet:
   1. Open Siebel Tools.

      For more information, see Using Siebel Tools.

   2. In the Object Explorer, click Applet.
   3. In the Applets list, query the Name property for Contact List Applet.
   4. In the Object Explorer, expand the Applet tree, and then click Applet User Prop.
   5. In the Applet User Properties list, add the following applet user properties.

      Name	Value
      ClientPMUserProp	EnableDragAndDropInList
      EnableDragAndDropInList	TRUE

   6. Compile your modifications.
2. Identify the columns that you must drag and drop:
   1. Log in to the client, navigate to the Contacts screen, and then the Contacts List.
   2. In the contact form, notice the required fields.

      Siebel Open UI uses a red asterisk to indicate each required field. In the contact form, the Last Name and First Name fields are required.

3. Create a spreadsheet:
   1. Open a spreadsheet application, such as Microsoft Excel.
   2. In the first row, add the column headers for the columns that you must drag and drop.
      • For each column name that you include, make sure the column name is identical to the column name that the list applet displays in the client.
      • Siebel Open UI does not require you to include all column headers. However, you must include all the required column headers that you noticed in Step 2.
      • You can include column headers in any order.
   3. Add data rows immediately below the column header row that you added in Step b.

      For example, add rows that include information about each contact, such as first name and last name.

      Your completed work might resemble the following spreadsheet:
4. Drag and drop the data:
   1. In the spreadsheet application, choose the cells that include the header and data information.
   2. Drag and drop the cells that you chose in Step a to the Contact List Applet in the Siebel application.

      Do the following to drag and drop cells in Excel. Your spreadsheet program might work differently:

      • Position the cursor over a corner of the selection area until Excel displays the cursor as a four-way arrow.
      • Right-click and hold down the right mouse button over the cursor.
      • Drag the selection area to the Contact List Applet.
      • Release the mouse button.
   3. Verify that Siebel Open UI added the data rows to the list applet.