Developing and Deploying Siebel Business Applications > Configuring the User Interface > Process of Configuring the User Interface Layer >

Removing Screens from a Siebel Application

This task is a step in Process of Configuring the User Interface Layer.

NREC deployment of the Siebel Partner Portal application does not require every screen that comes with the predefined product, such as the Service, Solutions, and Campaigns screens. These screens are not part of the NREC requirements, and NREC does not plan to use them in the future.

Siebel CRM displays screens in the Siebel client as screen tabs and as links on the Site Map. The following objects control these tabs and links:

• Page Tab. Controls screen tabs in screens in the Siebel client.
• Screen Menu Item. Controls links in the Site Map.

To remove these screens in the NREC example, you disable the Page Tab and Screen Menu Item objects.

As an alternative, you can create a responsibility that does not include any of the views in the screen, and then assign users to that responsibility. This technique removes the screens from the Siebel client but leaves the screen objects active in the repository. It allows you to add the screens back in the Siebel client without having to recompile the repository file. For more information, see Creating Responsibilities.

To remove screens from a Siebel application

1. In the Object Explorer, click Application.
2. In the Applications list, locate the Siebel eChannel application.

   The Siebel eChannel application object represents the Partner Portal application. The employee application is Siebel Partner Manager.

3. Choose the Tools menu, and then the Lock Project menu item.

   Siebel Tools locks the Siebel eChannel project, which is the project to which the application belongs. Siebel Tools displays a pencil icon in the W column. This icon indicates that you can modify the record.

4. Change the value in the Project property to NREC Configuration.

   This step associates the application object with the NREC project, which simplifies how you manage changes.

5. In the Object Explorer, expand the Application tree, and then click Page Tab.
6. In the Page Tabs list, make sure the check box in the Inactive property contains a check mark for all page tabs, except for the Opportunities Screen (SCW) page tab.

   Siebel Partner Portal uses the SCW designation for many screens, views, applets, and so forth. Siebel Tools uses red font to indicate inactive Page Tabs.

7. In the Object Explorer, in the Application tree, click Screen Menu Item.
8. In the Screen Menu Items list, enter the following query in the Screen property:

   <> "Accounts Screen (SCW)" AND <> "Activities Screen (SCW)" AND <> "Contacts Screen (SCW)" AND <> "Opportunities Screen (SCW)"

   This query returns only those screens that NREC does not require.

9. Make sure the Inactive property contains a check mark for each record that Siebel Tools displays in the Screen Menu Items list.
10. Compile your changes.

    For more information, see Compiling Projects.

11. To test your changes, open the Partner Portal application and make sure Siebel CRM only displays screen tabs and links for the following screens:
    • Accounts
    • Activities
    • Contacts
    • Opportunities