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Capturing User Drilldown Behavior

You can use the business component user properties that this topic describes to capture user drilldown behavior so that Siebel CRM can store values for the business component fields where the drilldown occurs. It can store these values in an attribute in a user profile, which is a type of attribute that Siebel CRM creates at run time to allow it to modify the Siebel application behavior in reply to a user action. It can store one business component field for each of these attributes. For more information about these attributes, see the topic about the SetProfileAttr method for an application in Siebel Object Interfaces Reference, and the topic about dynamic user profile attributes in Siebel Personalization Administration Guide.

Example of Capturing User Drilldown Behavior

In this example, the Com Invoice Profile comes predefined with Siebel CRM starting with Siebel CRM release 8.1.1.10. It tracks the parent Account Id when the user navigates away from the Account Summary View. This view displays the following information:

• Account details in a form applet that references the CMU Com Invoice Profile business component
• Invoice profiles in a list applet that references the Com Invoice Profile business component

These business components reference the same database table, but no link exists that Siebel CRM can use that allows the CMU Com Invoice Profile business component to access the Account business component. Assume your implementation must get billing details from an external system when the user drills down on a billing profile. To support this requirement, Siebel CRM must send an integration object message that includes the following data:

• Data from the CMU Com Invoice Profile business component, including values for the Invoice Profile Name field and the Account Id field that Siebel CRM uses as key fields to get billing information for the SOAP and HTTP Web service call. This billing information includes invoices, payment adjustments, balance, and so on.
• The Account Id of the account that Siebel CRM displays in the Account Summary View when the user drills down on the Profile Name field of the business component record that Siebel CRM displays in the Com Invoice Profile list applet.

Siebel CRM includes the following predefined objects to capture this Account Id:

1. Adds the Profile Name drilldown object to the CMU Com Invoice Profile List Applet. The View property of this drilldown object references the CMU Billing Invoice View. The business component property of this applet references the Com Invoice Profile business component.
2. Adds the following user properties to the Com Invoice Profile business component.

   Name	Value
   DrilldownObject0	Profile Name
   Profile Name:ProfileAttributeName1	Service Account Id
   Profile Name:ProfileAttributeName2	Service Account
   Profile Name:ProfileAttributeValue1	Account Id
   Profile Name:ProfileAttributeValue2	Account Name

   ProfileAttributeValue1 and ProfileAttributeValue2 each provide the name of a business component field. In this example, ProfileAttributeValue must contain the name of a business component field that currently exists. ProfileAttributeName can contain a text string.

3. Adds the following fields to the CMU Com Invoice Profile business component:

   Name	Calculated Value
   Service Account	GetProfileAttr("Service Account") Siebel CRM uses the value of the ProfileAttributeName2 profile defined in Step 2 to calculate the Service Account.
   Service Account Id	GetProfileAttr("Service Account Id") Siebel CRM uses the value of the ProfileAttributeName1 profile defined in Step 2 to calculate the Service Account Id.

DrilldownObject User Property

The DrilldownObject n user property identifies the name of a drilldown object. This drilldown object resides in an applet. It references a business component.

Table 32 describes typical values for this user property.

Profile Name: attributename User Property

The Profile Name: attributename user property identifies the name of the profile attribute that Siebel CRM sets when the user clicks a drilldown object.

Table 33 describes typical values for this user property.

Profile Name: attributevalue User Property

The Profile Name: attributevalue user property identifies the name of a business component field. Siebel CRM sets the value for this field according to the results of the drilldown.

Table 34 describes typical values for this user property.