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

Removing Views from a Screen


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

Each screen in a Siebel application includes a set of views. The screen view object type is a child of the screen object type, and it creates an association between a view and a screen. Siebel CRM displays views in the Siebel client below the screen tabs. Some views include data or contain functionality that NREC does not require. For example, NREC does not require certain views that are associated with the Opportunities Screen, such as Attachments, Presentations, Proposals, Quotes, and Sales Teams. To remove these views in the NREC example, you make sure the Inactive property for each view contains a check mark.

To remove a view from a Siebel application, you can also do one of the following:

  • Create a responsibility for NREC that includes only the views that NREC requires. For more information, see Creating Responsibilities.
  • Use Siebel Personalization to display or hide views according to user profile attributes. For more information, see Siebel Personalization Administration Guide.

To remove views from a screen

  1. In the Object Explorer, click Screen.
  2. In the Screens list, locate the Accounts Screen (SCW) screen.
  3. Choose the Tools menu, and then the Lock Project menu item.
  4. Change the value in the Project property to NREC Configuration.
  5. In the Object Explorer, expand the Screen tree, and then click Screen View.
  6. In the Screen Views list, make sure the Inactive property contains a check mark for each of the following views:
    • Account Detail - Account Team View (SCW)
    • Account Detail - Assets View (SCW)
    • Account Detail - Orders View (SCW)
    • Account Detail - Projects View (SCW)
    • Account Detail - Quotes View (SCW)
    • Account Detail - Revenue Schedule Chart View (SCW)
    • Account Detail - Revenue Schedule View (SCW)
    • Account Detail - Revenue Schedule View DC (SCW)
    • Account Detail - Service Requests View (SCW)
    • Account Presentations View (SCW)
    • Account Proposals View (SCW)
    • SI Com Account Briefing View (eApps)
  7. Repeat Step 2 through Step 6, but with the following differences:
    • In the Screens list, locate the Activities Screen (SCW) screen.
    • In the Screen Views list, make sure the Inactive property contains a check mark for the FS Activity Part Movements view.
  8. Repeat Step 2 through Step 6, but with the following differences:
    • In the Screens list, locate the Contacts Screen (SCW) screen.
    • In the Screen Views list, make sure the Inactive property contains a check mark for the Contact Detail - Service Request View (SCW) view.
  9. Repeat Step 2 through Step 6, but with the following differences:
    • In the Screens list, locate the Opportunities Screen (SCW) screen.
    • In the Screen Views list, make sure the Inactive property contains a check mark for each of the following views:
      • Opportunity Detail - Attachments View (SCW)
      • Opportunity Detail - Products View (SCW)
      • Opportunity Detail - Quotes View (SCW)
      • Opportunity Detail - Revenue Schedule Chart View (SCW)
      • Opportunity Detail - Revenue Schedule View (SCW)
      • Opportunity Detail - Revenue Schedule View DC (SCW)
      • Opportunity Presentations View (SCW)
      • Opportunity Proposals View (SCW)
      • Oppty Chart View - Campaign Analysis
      • Oppty Chart View - Campaign Pipeline Analysis
      • Oppty Chart View - Current Opportunity Analysis
      • Oppty Chart View - Pipeline Analysis
      • Oppty Chart View - Quality Analysis by Rep
  10. Compile and test your changes.

    For more information, see Compiling Projects, and Registering a New View.

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