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Siebel Product Administration Guide > Creating Custom Siebel Configurator User Interfaces > Process of Creating a Custom Siebel Configurator User Interface > Enabling the Quick Edit Feature for Siebel ConfiguratorThis task is a step in Process of Creating a Custom Siebel Configurator User Interface. The quick edit feature gives users flexibility to speed up configuration by turning off validation by the constraint engine, so the user does not have to wait for each change to be validated. Configuration is launched with validation turned off. In the Siebel Configurator user interface, users can:
This feature allows more experienced users to make changes more quickly by using Siebel Configurator with validation turned off. Less experienced users can turn validation on to avoid making errors. If Quick-Edit is turned on and the user clicks the Done button to exit Siebel Configurator, a message appears prompting the user to validate the configuration. The user can validate the configuration by clicking the Turn Off Quick-Edit button to enable the constraint engine. NOTE: Turning quick edit on and off only applies to the constraint engine. User updates always go through eligibility and compatibility, promotion, and cardinality checks, regardless of whether quick edit is on or off. Scenario for Using the Quick Edit FeatureFor example, a business sells a complex frame relay product. Some sales agents have extensive experience configuring this product, so they know which components are compatible, and they want the ability to add many components and validate them all at once. Other sales agents have little experience configuring this product, and they want the product to be validated after each component is added. The product administrator creates the Siebel Configurator user interface using the Quick Edit base theme. After completing the design of the user interface, the administrator associates it with the responsibility of all these sales agents. When sales agents launch Siebel Configurator, validation is turned off. Less experienced agents click the Turn Off Quick Edit button, so each component they add is validated as they configure the product. More experienced agents add several components that are not validated individually. Then they click the Turn Off Quick Edit button to have the engine validate all the components that they have added up to that point. Then they click the Turn On Quick Edit button and add another group of components that are not validated individually. Error Messages for Quick EditIf a sales agent adds several components that are not validated individually and then clicks the Turn Off Quick Edit button, the Siebel Configurator might display error messages:
Modifying the Web Template for Quick EditTo enable the quick edit feature, use the following procedure to modify the Web template. NOTE: This topic does not apply if you are using Open UI. To modify the Web template for quick edit
<swe:control id="swe:EnableEngine" CfgUIControl="EnableEngine" CfgHtmlType="MiniButton" InvokeMethod="EnableEngine"/>
Verifying the Signals for Quick EditTo enable the quick edit feature, use this procedure to verify that the following signal definitions are present: To verify the signals for quick edit
Setting Up the Quick Edit FeatureTo set up the quick edit feature, design the Siebel Configurator user interface in the usual way. Choose Base Theme with Quick Edit JS as the base theme for the interface. Associate this interface with the appropriate responsibility. To set up the quick edit feature for the Siebel Configurator UI
Disabling the Proceed ButtonThe Proceed button is available after the user clicks the Turn Off Quick Edit button to display conflicts among the components already added. If there are incompatible components and the user clicks Proceed, Siebel Configurator might display one incompatible component in red or might remove one incompatible component. The product administrator can disable the Proceed button, if users might be confused by this behavior. Disabling the Proceed button applies only when the Quick Edit mode is turned on. Because the user can make multiple selections before validating the configuration, the constraint engine cannot determine which user action caused the conflict, so the Proceed button is disabled. However, when the quick edit mode is turned off, each user action is evaluated by the constraint engine, so the engine knows which action causes a conflict; in this case, the Proceed button is enabled.
When the sales agent configures the product, the Proceed button is disabled and grayed out. |
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