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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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Editing the Layout of the Home Page

The edit layout function lets you access more advanced layout editing functions, such as showing hidden lists or forms, collapsing or expanding all the available lists and forms at once, and restoring the default layout. You can use the edit layout function to edit both the application home page and screen home pages. The changes you make here remain in effect until you change the layout again.

To use the Edit Layout function

  1. At the home page, click Edit Layout.

  2. In the Edit Layout form, make your changes by clicking the different controls that appear on each list or form:

    Click To
    Surrounding text describes collapse.png.
    Collapse the list or form to its minimal size showing no records.
    Surrounding text describes expand.png.
    Expand the list or form to its standard size.
    Surrounding text describes moveup.png.
    Move the list or form up on the page to reposition it above other lists and forms on the page.
    Surrounding text describes movedown.png.
    Move the list or form down on the page to reposition it below other lists and forms on the page.
    Surrounding text describes hide.png.
    Hide the list or form in the home page.
    Surrounding text describes show.png.
    Show a previously hidden list or form and place it back on the home page.

  3. To apply the same action to all forms and lists at the same time, click the menu button and click one of the options described in the following table.

    Option Description
    Hide All Applets Removes all lists and forms from the home page, and your home page will be blank.
    Show All Applets Places all the lists and forms back on your home page.
    Collapse All Collapses all lists and forms on the home page.
    Expand All Expands all lists and forms on the home page.

  4. Click Done.

    The home page appears with the layout you defined.