Siebel CRM Advisor Administration Guide Siebel Innovation Pack 2015 E24718-01 |
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Use the following procedure to create a pageset.
Navigate to Administration - Product, then Advisor Pagesets.
In the Advisor Pagesets list, click New.
A New Pageset record appears.
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. |