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

Modifying the Opportunity List Applet


This task is a step in Process of Configuring the Opportunity Details View.

In this topic, you modify the predefined Opportunity List Applet (SCW). Siebel CRM displays it in the Opportunity Detail View. As an alternative, you could create new applets. However, modifying predefined objects is typically a preferable method because it requires less configuration work and causes fewer problems with future upgrades.

To modify the Opportunity List Applet

  1. Create a symbolic string for the following text:

    Price Range

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

  2. In the Object Explorer, click Applet.
  3. In the Applets list, right-click the Opportunity List Applet (SCW), and then choose Edit Web Layout.
  4. In the Web template, delete the following list columns:
    • Revenue
    • Close Date
    • Lead Quality
    • Probability %
    • Expected Value
    • Status
    • Reason
    • Sales Method
    • Created
    • Description
    • Site
    • Address
    • City
    • State
    • Zip Code
    • Country
    • Sales Team
    • Organization
    • Split Revenue

      To choose multiple controls, press and hold down the CTRL, and then choose each field in succession. For more information, see Figure 13.

  5. For each row in the following table, drag a Field control from the Palettes window, and then drop it in the Web template. Each row represents a separate control. Set properties for each control using values from the following table.
    Name
    Field
    Display Name
    Show in List

    Agent

    Agent

    Agent

    TRUE

    Contact

    Key Contact Id

    Contact

    TRUE

    Number of Bathrooms

    Number of Bathrooms

    Bathrooms

    TRUE

    Number of Bedrooms

    Number of Bedrooms

    Bedrooms

    TRUE

    Price Range

    Price Range

    Price Range

    TRUE

    Square Feet

    Square Feet

    SQFT

    TRUE

    The Web template must resemble the following screen capture:

    For more information, see Adding a Field to a List Applet and About the Show In List Property.

  6. In the Controls/Columns window, set the mode to Edit List.
  7. Repeat Step 4 and Step 5.
  8. Save your work, and then close the Web Layout Editor.
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