Developing and Deploying Siebel Business Applications > Configuring Picklists, Drilldowns, and MVGs > Process of Configuring Picklists, Drilldowns, and MVGs >

Creating a Dynamic Drilldown


This task is a step in Process of Configuring Picklists, Drilldowns, and MVGs.

This topic describes how to create a dynamic drilldown. For more information, see About Drilldowns.

To create a dynamic drilldown

  1. Create a dynamic drilldown object:
    1. In the Object Explorer, click Applet.
    2. In the Applets list, locate the Opportunity List Applet (SCW) applet.

      This applet contains the link that the user clicks to drill down to a view.

    3. In the Object Explorer, expand the Applet tree, and then click Drilldown Object.
    4. In the Drilldown Objects list, create a new record using values from the following table.
      Property
      Value

      Name

      Activities

      Hyperlink Field

      Name

      View

      Opportunity Detail - Activities (SCW)

  2. Create dynamic drilldown destination objects:
    1. In the Drilldown Objects list, locate the Original drilldown object.

      If the conditions in the dynamic drilldown destinations are false, then Siebel CRM displays the view that you define in the View property of the Original drilldown object.

    2. In the Object Explorer, expand the Drilldown Object tree, and then click Dynamic Drilldown Destination.
    3. In the Dynamic Drilldown Destinations list, enter new records using values from the following table.
      Name
      Field
      Value
      Destination Drilldown Object
      Sequence

      Prospecting

      Sales Stage

      01 - Prospecting

      Activities

      1

      Qualification

      Sales Stage

      02 - Qualification

      Activities

      2

      Closing

      Sales Stage

      03 - Closing

      Activities

      3

  3. Compile your changes.

    For more information, see Compiling Projects.

  4. Test your changes.

    In the Siebel client, navigate to the Opportunity List Applet, and then drill down on the name field. Siebel CRM must display the Opportunity Detail - Contacts (SCW) view or the Opportunity Detail - Activities (SCW), depending on the value of the Sales Stage field.

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