Developing and Deploying Siebel Business Applications > Common Software Development Tasks > Process of Modifying Siebel Objects >

Registering a New View


This task is a step in Process of Modifying Siebel Objects.

If you add a new view to a Siebel application, then you must make it visible in the Siebel application before you can test it. If you work with a predefined view, then it is not necessary to register the view. A predefined view is already registered.

You typically do not modify or delete a record for a view that is already registered. You only modify a view record if you change the view name. To restrict access to a view, it is recommended that you not assign any responsibilities to the view rather than deleting the view.

To register a new view

  1. Register the new view:
    1. Open the Siebel client, navigate to the Administration - Application screen, and then the Views view.

      You must open the client for a Siebel employee application, such as Siebel Call Center or Siebel Sales. You cannot register a view in Siebel Partner Portal because Siebel CRM does not display the administrative views you must use to register a view.

    2. In the View list, click New.
    3. In the View Name field, click the select button.
    4. In The View dialog box, choose the new view, and then click OK.
    5. Enter a description.
    6. Make sure the Default Local Access option contains a check mark.

      This option makes the view available in the Siebel Mobile Web Client.

    7. Save the record.
  2. Associate the new view with a responsibility:
    1. Click the Responsibilities link.
    2. In the Responsibilities list, locate the responsibility to which you must associate the view.

      You cannot add a new view to a responsibility that is part of the seed data that ships with the product. To associate a new view with a responsibility, you must do one of the following:

      • Create a new responsibility.
      • Use an administrative responsibility, such as Administrator.
      • Copy a predefined responsibility, such as Siebel Administrator, and then add the new view to the copy.
    3. In the Views list, click New.
    4. In the Add Views dialog box, choose the new view you must register, and then click OK.

      Siebel CRM associates the view with the responsibility. If a user who is assigned the responsibility logs in to the Siebel application, then Siebel CRM displays the view in the Siebel client. For more information, see Creating Responsibilities.

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