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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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About Screen Home Pages

A screen home page is a gateway to the common functions for that screen. Screen home pages have five main elements which are described in Table 4-2.

Table 4-2 Screen Home Page Elements

Location Label Description

Left, top

Search

Query area where you can enter your query criteria directly into the fields, and click Go to be taken directly to the list with your query results.

Middle, top

Screen name

An area that contains a list of links to the key lists of data with which you most frequently work. This list can be a combination of predefined queries and visibility filters.

Middle, bottom

Recent Records

Recent items area that contains a list of the last five records that you accessed (by drilling down on the record), created, or modified. This area allows you to return to a recent record with a single click. Recent records are stored in your user preferences.

Right, top

iHelp

Task area that contains a list of links to the most important tasks for the screen. When you drill down on a task, iHelp is launched to guide you through the completion of the task.

Right, bottom

Add

Add area that you use to add new records. You complete the fields shown in the Add area, and click Add to add the record to the database and stay in the screen home page. You can also click Add & Go to add the record to the database and be taken directly to the form containing the new record you just added.



Note:

Multi-Value Groups (MVGs) are not supported on Rapid Search or Rapid Add applets.

Related Topics

Chapter 13, "Customizing Home Pages"

"Setting Up View Links for Screen Home Pages"