Skip Headers
Siebel CRM Advisor Administration Guide
Siebel Innovation Pack 2015
E24718-01
  Go to Documentation Home
Home
Go To Table Of Contents
Contents
Go To Index
Index

Previous
Previous
 
Next
Next
    View PDF

Opening Advisor

You can open Advisor to look at these views while you read this chapter.

To open Advisor

  1. Navigate to the Administration - Product screen.

  2. In the link bar click one of the following:

    • Advisor Projects

    • Advisor Pagesets

Advisor Projects View

Use the Advisor Projects view to create and work with your application projects.

A project is the highest level container, which holds all of the information about the project. For example, if you are creating an Advisor application to configure automobiles, the project would contain all the information about all the makes and models of cars you sell.

For more information, see Chapter 5, "Working with Advisor Projects."

Advisor Projects, Pagesets View

This view lists all the pagesets that are part of this project. You work with each individual pageset using the Pagesets screen, described in "Pageset Details Screen".

Pageset are the basic building blocks of the project. For example, if you are creating an Advisor application to configure automobiles, each pageset could contain all the information about one model of car.

Advisor Projects, Contents List View

Use the Contents List view to create and work with your contents lists. The contents list is a collapsible list used to navigate an application. The end user can click a contents list item in runtime to view the pageset associated with that item.

For example, if you are creating an Advisor application to configure automobiles, contents list would be a list of all the makes and models of cars you sell. The end user could click a make of car to display all the models associated with that make. Then the end user could click a model of car to display the pageset for that model.

For more information, see Chapter 10, "Using Advisor Contents Lists."

Advisor Projects, Project Files View

When you work on a project, Advisor automatically adds files for that project to the Siebel File System. You can use the Project Files view to add or modify the files that belong to a project.

For information on working in this view, see Chapter 15, "Working with Advisor Project Files."

Advisor Projects, Validation Results View

Use the Validation Results view to make sure your project model has no errors. When you validate your project, this view displays any errors. Click on an error to find the exact area in the project where the error needs to be fixed.

For more information, see "Validating an Advisor Project".

Advisor Projects, Project Search View

In a large project, use the Search feature to locate the text you are looking for. In the Search view, you can search the project data for text strings text. The Search tab displays a list of matches for your search entry. Clicking on a particular match takes you to the project area containing that text.

Search automatically performs a floating search. A floating search is a search that assumes wild cards around the search text. For example, in a search for ”ar,” all text containing ”ar” is returned.

For more information, see "Performing an Advisor Project Data Search".