Developing and Deploying Siebel Business Applications > Configuring the House and Opportunity Entities > Process of Configuring the House Detail View >

Creating the Houses Screen


This task is a step in Process of Configuring the House Detail View.

After you create a view you typically add it to a screen so Siebel CRM can display it in the Siebel client. For the NREC example, you must create a new screen for houses. This screen groups the views related to the Houses entity.

To create the Houses screen

  1. Create a symbolic string for the following text:

    Houses

    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, right-click, and then choose the New Record menu item.
  4. In the Screens list, define properties for the new record using values from the following table.
    Property
    Value

    Name

    NREC House Screen

    Project

    NREC Configuration

    Viewbar Text

    Houses

  5. In the Object Explorer, expand the Screen tree, and then click Screen View.
  6. In the Screen Views list, right-click, and then choose the New Record menu item.
  7. In the Screen Views list, define properties for the new record using values from the following table.
    Property
    Value
    Description

    Type

    Aggregate Category

    Defines a category that Siebel CRM displays in the Site Map under the Houses link. You group this and other screen views in this category.

    Category Name

    NREC

    Provides a name for the category. When you define a screen view, you choose this category name as the Parent Category for the screen view.

    Viewbar Text

    More Info

    Text that Siebel CRM displays in the Show menu.

  8. In the Screen Views list, right-click, and then choose the New Record menu item.
  9. In the Screen Views list, define properties for the new record using values from the following table.
    Property
    Value
    Description

    View

    NREC House Detail View

    Choose the name of associated view.

    Parent Category

    NREC

    Choose the NREC category to place this screen view in the category.

    Viewbar Text

    More Info

    Enter the text. Siebel CRM displays this text in the Show list in the client.

    Sequence

    20

    Enter the number. It determines the sequence in which Siebel CRM displays tabs.

  10. In the Screen Views list, locate the NREC category screen view you created in Step 7.
  11. Set the Category Default View property to NREC House Detail View.
  12. Make the NREC House Detail View the default view for the House screen:
    1. In the Object Editor, click Screen.
    2. In the Screens list, locate the NREC House Screen.
    3. Set the Default View property to NREC House Detail View.
  13. Define the page tab and screen menu items:
    1. In the Object Explorer, click Application.
    2. In the Applications list, locate the Siebel eChannel application.
    3. In the Object Explorer, expand the Application tree, and then click Page Tab.
    4. In the Page Tabs list, right-click, choose New Record, and then create a new record using values from the following table.
      Property
      Value
      Description

      Screen

      NREC House Screen

      The screen object that is associated with the page tab.

      Sequence

      125

      Determines the sequence in which Siebel CRM displays the page tabs.

      Text

      Houses

      Text that Siebel CRM displays in the page tab.

      Siebel CRM displays page tabs across the top of the client. It displays Screen Menu Items in the Site Map.

    5. In the Object Explorer, in the Application tree, click Screen Menu Item.
    6. In the Screen Menu Items list, add a new record using values from the following table.
      Property
      Value
      Description

      Screen

      NREC House Screen

      Screen associated with the Screen Menu Item.

      Sequence

      15

      Determines the sequence in which Siebel CRM displays the item.

      Text

      Houses

      Text that Siebel CRM displays as a link on the Site Map.

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