Developing and Deploying Siebel Business Applications > Configuring the House and Opportunity Entities > Process of Configuring the House Detail View >
Creating the Houses Screen
This task is a step in Process of Configuring the House Detail View. After you create a view you typically add it to a screen so Siebel CRM can display it in the Siebel client. For the NREC example, you must create a new screen for houses. This screen groups the views related to the Houses entity. To create the Houses screen
- Create a symbolic string for the following text:
Houses
For more information, see Configuring Text for Labels and Other User Interface Elements.
- In the Object Explorer, click Screen.
- In the Screens list, right-click, and then choose the New Record menu item.
- In the Screens list, define properties for the new record using values from the following table.
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Name |
NREC House Screen |
Project |
NREC Configuration |
Viewbar Text |
Houses |
- In the Object Explorer, expand the Screen tree, and then click Screen View.
- In the Screen Views list, right-click, and then choose the New Record menu item.
- In the Screen Views list, define properties for the new record using values from the following table.
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Type |
Aggregate Category |
Defines a category that Siebel CRM displays in the Site Map under the Houses link. You group this and other screen views in this category. |
Category Name |
NREC |
Provides a name for the category. When you define a screen view, you choose this category name as the Parent Category for the screen view. |
Viewbar Text |
More Info |
Text that Siebel CRM displays in the Show menu. |
- In the Screen Views list, right-click, and then choose the New Record menu item.
- In the Screen Views list, define properties for the new record using values from the following table.
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View |
NREC House Detail View |
Choose the name of associated view. |
Parent Category |
NREC |
Choose the NREC category to place this screen view in the category. |
Viewbar Text |
More Info |
Enter the text. Siebel CRM displays this text in the Show list in the client. |
Sequence |
20 |
Enter the number. It determines the sequence in which Siebel CRM displays tabs. |
- In the Screen Views list, locate the NREC category screen view you created in Step 7.
- Set the Category Default View property to NREC House Detail View.
- Make the NREC House Detail View the default view for the House screen:
- In the Object Editor, click Screen.
- In the Screens list, locate the NREC House Screen.
- Set the Default View property to NREC House Detail View.
- Define the page tab and screen menu items:
- In the Object Explorer, click Application.
- In the Applications list, locate the Siebel eChannel application.
- In the Object Explorer, expand the Application tree, and then click Page Tab.
- In the Page Tabs list, right-click, choose New Record, and then create a new record using values from the following table.
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Screen |
NREC House Screen |
The screen object that is associated with the page tab. |
Sequence |
125 |
Determines the sequence in which Siebel CRM displays the page tabs. |
Text |
Houses |
Text that Siebel CRM displays in the page tab. |
Siebel CRM displays page tabs across the top of the client. It displays Screen Menu Items in the Site Map.
- In the Object Explorer, in the Application tree, click Screen Menu Item.
- In the Screen Menu Items list, add a new record using values from the following table.
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Screen |
NREC House Screen |
Screen associated with the Screen Menu Item. |
Sequence |
15 |
Determines the sequence in which Siebel CRM displays the item. |
Text |
Houses |
Text that Siebel CRM displays as a link on the Site Map. |
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