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Siebel Customer Relationship Management Siebel Fundamentals for Siebel Open UI
Siebel Innovation Pack 2014
E52425-01
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Showing, Hiding, and Reordering Screens or Views

You can show, hide, and reorder screen tabs and view tabs. You can also set up default views for screens in your Siebel application. The screens and views available to you are always available through the Site Map, even if their tabs are hidden.

Showing or Hiding Screens

You can show or hide screen.

To show or hide screen  

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Tab Layout.

    The Screen Tab Layout and View Tab Layout lists appear.

  3. In the Screen Tab Layout list, select the row for the screen you want to show or hide, and do one of the following:

    • Clear the Hide check box to show the screen.

    • Select the Hide check box to hide the screen.


      Note:

      If you hide a screen, then all the views within that screen are also hidden.

Showing or Hiding Views

You can show or hide view.

To show or hide view tabs  

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Tab Layout.

    The Screen Tab Layout and View Tab Layout lists appear.

  3. In the Screen Tab Layout list, select the row for the screen associated with the view you want to show or hide.

    The View Tab Layout list shows the view for the selected screen.

  4. In the View Tab Layout list, select the row for the view you want to show or hide, and do one of the following:

    • Clear the Hide check box to show the view.

    • Select the Hide check box to hide the view.

Changing the Order of Screen Tabs

You can change the order in which screens appear.

To change the order in which screens appear  

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Tab Layout.

    The Screen Tab Layout and View Tab Layout lists appear.

  3. In the Screen Tab Layout list, type a whole number in the Order field for each screen to define the position of that screen.

    The number in the Order field is used to re-sequence the screens in ascending order. If you use the same number in the Order field for more than one screen, then the screen with the same number appear in alphabetical order.

Changing the Order of Views

You can change the order in which views appear.

To change the order in which views appear  

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Tab Layout.

    The Screen Tab Layout and View Tab Layout lists appear.

  3. In the Screen Tab Layout list, select the row for the screen for which you want to reorder views.

    The View Tab Layout list shows the views for the selected screen.

  4. In the View Tab Layout list, type a whole number in the Order field for each view to define the position of that view.

    The number in the Order field is used to re-sequence the vies in ascending order. If you use the same number in the Order field for more than one view, then the views with the same number appear in alphabetical order.

Setting Up Default Views for Screens

You can set up a default view for a screen.

To set up a default view for a screen  

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Tab Layout.

    The Screen Tab Layout and View Tab Layout lists appear.

  3. In the Screen Tab Layout list, select the screen for which you want to set up a default view.

  4. In the View Tab Layout list, select the Default View check box for the view you want as the default view for this screen.