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Siebel CRM Advisor Administration Guide
Siebel Innovation Pack 2015
E24718-01
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Creating Advisor Pagesets

Use the following procedure to create a pageset.

To create an Advisor pageset

  1. Navigate to Administration - Product, then Advisor Pagesets.

  2. In the Advisor Pagesets list, click New.

    A New Pageset record appears.

  3. Complete the fields as described in the following table.

    Field Description
    Name Enter a name that describes the pageset, for example, ACME Sedans.
    Pageset ID Enter a pageset ID, for example, sedans.

    All browser-based code uses the pageset ID to reference the pageset.

    Pageset Click in the Pageset field to open a dialog in which you can select your position (pageset team).

    This determines who can access the pageset from the My Pagesets list.

    Display Category Click in the Display Category field to open a dialog in which you can select a display category.

    If you choose In-Development, this prevents display of the pageset in the Advisor List. An entry in this field is optional.

    Display Name Enter a name in the Display Name field.

    This name displays in the Advisor List. If you leave this field blank, the pageset does not display in the Advisor List.

    Display Description Enter a description in the Display Description field.

    This description displays in the Description field in the Advisor List. An entry in this field is optional.

    Project Click the Project field to open a dialog and select the project the pageset is associated with.

    Note: Each pageset is physically associated with one project, but can be referenced by other projects.

    Notes Optionally, enter notes.