Developing and Deploying Siebel Business Applications > Configuring Siebel CRM to Use Data From an External Data Source > Process of Configuring Siebel CRM to Use Data From an External Data Source >

Displaying Custom Fields in the Siebel Client


This task is a step in Process of Configuring Siebel CRM to Use Data From an External Data Source.

NREC requires a typical master-detail view that displays the House Form applet on top and the Renovations list applet on the bottom. To display the Renovations list applet you add it to a view.

To display custom fields in the Siebel client

  1. Create a new list applet:
    1. In Siebel Tools, choose the File menu, and then the New Object menu item.
    2. In the New Object Wizards dialog box, click the Applets tab, click List Applet, and then click OK.
    3. Complete the wizard using values from the following table.
      Property
      Value

      Project

      NREC Configuration

      Applet Name

      Renovations List Applet

      Display Title

      Renovations

      Business Component

      NREC Renovations VBC

      Upgrade Behavior

      Admin

      Web Templates

      Choose the following values:

      • Base. Applet List (Base/List Edit)
      • Edit List. Applet List Edit (Edit/New/Query)
      • Edit. Applet List Edit (Edit/New/Query)

      Field

      Add the following fields:

      • House_ID
      • Date
      • Description

      Controls

      Accept all default values.

  2. Create a new view:
    1. Choose the File menu, and then the New Object menu item.
    2. In the New Objects Wizard dialog box, click View, and then click OK.
    3. Complete the wizard using values from the following table.
      Property
      Value

      Project

      NREC Configuration

      Name

      House Details - Renovations View

      Title

      Renovations

      Business Object

      Internal Product

      Upgrade Behavior

      Admin

      Web Template

      View Detail (Parent with Pointer)

      Applets

      Add the following applets:

      • Product Form Applet
      • Renovations List Applet
  3. Add the view to a screen:
    1. Create a symbolic string for the following text:

      Renovations

      For more information, see Configuring Text for Labels and Other User Interface Elements.

    2. In the Object Explorer, click Screen.
    3. In the Screens list, locate the NREC House Screen.

      For information, see Creating the Houses Screen.

    4. In the Object Explorer, expand the Screen tree, and then click Screen View.
    5. In the Screen Views list, add a new record using values from the following table.
      Property
      Value

      View

      House Details - Renovations View

      Type

      Detail View

      Parent Category

      NREC

      Viewbar Text

      Renovations

      Sequence

      30

      Menu Text

      Renovations

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