16Configuring Applets

Configuring Applets

This chapter describes how to configure an applet. It includes the following topics:

• Creating an Applet

• Configuring Pop-Up Applets and Windows

• Configuring Applet Buttons, Controls, and List Columns

• Configuring How Siebel CRM Displays Data in an Applet

• Process of Configuring Drilldown from the Calendar Applet

Creating an Applet

This topic describes how to create an applet. It includes the following information:

• Creating a List Applet

• Creating a Form Applet

For more information, see the following topics:

• About Applets, Controls and List Columns

• Configuring Applet Layouts

• Configuring Special-Purpose Applets

• Configuring Lists and Pick Applets

• Configuring Menus and Toolbars

Creating a List Applet

You use the List Applet Wizard to create a list applet. The List Applet Wizard helps you configure the applet properties correctly. It also creates child objects, such as web template items. The List Applet Wizard does the following:

• Creates the list applet

• Creates the applet web template

• Creates the list, list columns, and controls

• Creates applet web template items

To create a new applet, you can manually add a record to the Applets list, and then define all the necessary properties and child objects.

To create a list applet

1. Make sure the ClientConfigurationMode parameter is not set to All.

   For more information, see Setting Up the Configuration File for Siebel Tools.

2. In Siebel Tools, click the File menu, and then click New Object.

3. In the New Object Wizards dialog box, click the Applets tab, click List Applet, and then click OK.

4. In the General dialog box of the List Applet Wizard, enter values using information from the following table, and then click Next.

   Property	Example Value	Description
   Project	Account	Choose the project to associate with this applet. Siebel Tools displays only locked projects in the list.
   Applet Name	New Account List Applet	Enter a unique name for the applet. For more information, see Guidelines for Naming an Applet.
   Display Title	Accounts	Enter the title that Siebel CRM must display in the Siebel client. For more information, see Guidelines for Creating an Applet Title.
   Business Component	Account	Choose the business component that the applet references.
   Upgrade Behavior	Preserve	Choose how Siebel CRM upgrades the applet during an upgrade.

   The wizard uses this information to create an applet and to define properties for the applet.

5. In the Web Layout - General dialog box, enter the web templates to use for each applet mode, and then click Next.

   The Web Template Type filters the web templates that the wizard displays. To display all templates, choose Show All Templates. For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.

   Siebel Tools displays a thumbnail image for most templates when you choose the template name. For more information about templates, see Siebel Developer's Reference.

6. In the Web Layout - Fields dialog box, choose the fields that Siebel CRM must display in the applet, and then click Next.

   Siebel Tools displays the fields for the business component you defined in Creating a List Applet. It displays these fields in the Available Fields window.

7. In the Web Layout - Fields dialog box, choose the controls in the Available Controls window that Siebel CRM must display in the applet, and then click Next.

   For more information, see Configuring How Siebel Tools Enters Data Into the Selected Controls Window.

8. Review the information the wizard displays in the Finish dialog box, and then click Finish.

   You can click Back to return to a previous dialog box, if necessary.

   The List Applet Wizard creates the applet and supporting object definitions according to the choices you made. Siebel Tools opens the Applet Web Template Editor and displays the layout of the new list applet ready for you to edit. For more information, see Process of Using the Applet Web Template Editor.

9. Compile and test your modifications.

   For more information, see Using Siebel Tools.

Configuring How Siebel Tools Enters Data Into the Selected Controls Window

Siebel Tools adds all the available controls to the Selected Controls window, by default. It gets the available controls from the Model HTML Controls applet. This applet specifies the available controls and the template that Siebel CRM uses to map each control.

To configure how Siebel Tools enters data into the Selected Controls window

• Add controls to or remove controls from the Model HTML Controls applet.

Creating a Form Applet

You use the Form Applet Wizard to create a form applet. It helps you define the applet properties and create child objects, such as web template items. It does the following:

• Creates the form applet

• Creates a reference from the applet to an applet web template

• Creates the controls

• Creates applet web template items. This work creates a relationship in a control, which makes sure the control references a web template. For more information, see Properties of the Applet Web Template Item.

To create a form applet

1. Make sure the ClientConfigurationMode parameter is not set to All.

   For more information, see Setting Up the Configuration File for Siebel Tools.

2. In Siebel Tools, click the File menu, and then click New Object.

3. In the New Object Wizards dialog box, click the Applets tab, click Form Applet, and then click OK.

4. In the General dialog box of the Form Applet Wizard, enter values using information from the following table, and then click Next.

   Property	Example Value	Description
   Project	Account	Choose the project to associate with this applet. Siebel Tools displays only locked projects in the list.
   Applet Name	New Account List Applet	Enter a unique name for the applet. For more information, see Guidelines for Naming an Applet.
   Display Title	Accounts	Enter the title that Siebel CRM must display in the Siebel client. For more information, see Guidelines for Creating an Applet Title.
   Business Component	Account	Choose the business component that the applet references.
   Upgrade Behavior	Preserve	Choose how Siebel CRM upgrades the applet during an upgrade.
   Use Grid Layout	Check mark	Leave at the default setting, which includes a check mark. For more information, see Using Grid Layout for an Applet.

   The wizard uses this information to create an applet object and to define the applet properties.

5. Do one of the following:

   • If you chose Use Grid Layout in step 4, then choose to display or not display the applet in Base mode. Siebel Tools displays the appropriate web template for Edit Mode.

   • If you did not choose Use Grid Layout in step 4, then choose the web template you must use for each mode.

   In most situations, it is recommended that you use Edit mode. You can use another mode. For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.

6. In the Web Layout - Fields dialog box, choose the fields that Siebel CRM must display in the applet, and then click Next.

   Siebel Tools displays the fields for the business component you defined in step 4 in the Available Fields window.

7. In the Web Layout - Fields dialog box, choose the controls that Siebel CRM must display in the applet, and then click Next.

   For more information, see Configuring How Siebel Tools Enters Data Into the Selected Controls Window.

8. Review the information displayed in the Finish dialog box, and then click Finish.

   You can click Back to return to a previous dialog box, if necessary. The Form Applet Wizard creates the applet and supporting object definitions according to the selections you made. Siebel Tools opens the Applet Web Template Editor and displays the layout of the new list applet ready for you to edit.

9. Compile and test your modifications.

   For more information, see Using Siebel Tools.

Configuring Pop-Up Applets and Windows

This topic describes how to configure pop-up applets and windows. It includes the following information:

• Guidelines for Creating a Pop-Up Applet or Window

• Creating a Pop-Up Control in an Applet

• Creating a Pop-Up Applet That Siebel CRM Opens from an Applet

• Creating a Pop-Up Applet That Siebel CRM Opens from a Menu Item

• Creating a Pop-Up Wizard

Guidelines for Creating a Pop-Up Applet or Window

If you define a pop-up applet or window, then use the following guidelines:

• You must specify a class in the Class property of the pop-up applet that Siebel CRM derives from the CSSSWEFramePopup class.

• You are not required to specify a business component in the Business Component property of the pop-up applet.

• If you specify a business component for your pop-up applet, then you must specify a business component as a child of the business object of the view that contains the applet that Siebel CRM uses to open the pop-up applet.

• Siebel CRM supports one level of pop-up applet. If you activate a pop-up applet from a pop-up applet, then the most recently activated applet replaces the original pop-up applet.

• Siebel CRM does not support the more and less feature on a pop-up applet. For more information, see Displaying a Subset of Fields or CRM Records.

Creating a Pop-Up Control in an Applet

If the HTML Type property of a control or list column is set to Text or Field, then Siebel CRM allows some controls to pop-up in the Siebel client, depending on the data type of the field. Example controls include a calendar or a calculator.

The following table summarizes how the data type of the field affects the pop-up control that Siebel CRM displays. If you define a list for a field, then Siebel CRM pops up a list in the Siebel client instead of a calculator or calendar.

Table How the Data Type of a Field Affects the Pop-Up Control That Siebel CRM Displays

Field Data Type	Pop-Up Control That Siebel CRM Displays
DTYPE_DATE	Calendar
DTYPE_TIME	Time
DTYPE_DATETIME	Combination calendar/time
DTYPE_UTCDATETIME	Combination calendar/time
DTYPE_NUMBER	Calculator
DTYPE_INTEGER

To create a pop-up control in an applet

1. In Siebel Tools, click Applet in the Object Explorer.

2. In the Applets list, locate the applet you must modify.

3. In the Object Explorer, expand the Applets tree, and then click Control to define the properties of the control.

   To define the properties of a list, expand the List tree, and then click List Column.

4. In the Controls or List Columns list, locate the control or list column you must modify.

5. Set the Read Only property of the control or list column to FALSE.

6. Set the Runtime property of the control or list column to TRUE.

7. Compile and test your modifications.

   For more information, see Using Siebel Tools.

Creating a Pop-Up Applet That Siebel CRM Opens from an Applet

A pop-up applet that Siebel CRM opens from an applet occurs if the user clicks a button on an applet that calls a pop-up window. This window allows the user to edit a set of values, browse through a list, and so on.

To create a pop-up applet that Siebel CRM opens from an applet

1. Display the Control User Prop object type, which is a child of an applet.

   For more information, see Displaying Object Types You Use to Configure Siebel CRM.

2. Create the pop-up applet:

   1. In the Object Explorer, click Applet.

   2. In the Applets list, create a new applet.

   3. In the Object Explorer, click Control.

   4. In the Controls list, create two new controls using values from the following table.

      Name	Method Called
      Cancel	CloseApplet or UndoRecord. This value causes the pop-up applet to close if the user clicks Cancel.
      OK	Call a method. For more information, see Calling a Method for an OK Control.

3. In the Object Explorer, click Applet.

4. In the Applets list, locate the applet that Siebel CRM uses to open the pop-up applet.

5. In the Object Explorer, expand the Applet tree, and then click Control.

6. In the Controls list, create a control with the Method Invoked property set to ShowPopup.

7. In the Object Explorer, expand the Control tree, and then click Control User Prop.

8. In the Control User Props list, create three new user properties using values from the following table.

   Name	Value
   Popup	Name of the pop-up applet that you created in step 2. This applet must use a class that Siebel CRM derives from the CSSSWEFramePopup class.
   Mode	Optional. Mode of the applet, which is Base or Edit. If you do not define this value, then the default is Base. For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.
   Popup Dimension	Optional. Dimension of the pop-up window. The format is Height X Width. For example, 500 X 800. If you do not define this value, then Siebel Tools sets the dimensions to the value that the HTML Popup Dimension property of the pop-up applet contains. If the HTML Popup Dimension does not contain a value, then Siebel Tools sets the pop-up window dimensions to 600 X 600.

9. Optional. Add a radio button control for any field that references a static list.

   For more information, see About Static Lists, and the topics about the radio button and radio button group in Siebel Business Process Framework: Task UI Guide.

10. Compile and test your modifications.

    For more information, see Using Siebel Tools.

Calling a Method for an OK Control

This topic describes how to call a method for an OK control.

To call a method for an OK control

1. Create a method on a business service.

2. Use code or some other mechanism to handle the method you defined. Make sure this code does the following:

   • Runs the specialized behavior. For more information, see Caution About Using Specialized Classes.

   • Calls the CloseApplet method to close the applet after the specialized behavior completes.

Creating a Pop-Up Applet That Siebel CRM Opens from a Menu Item

You can use the GotoApplet method of the command object to call a pop-up applet from a menu item. This configuration is similar to the ShowPopup method described in Creating a Pop-Up Applet That Siebel CRM Opens from an Applet. You can provide an argument through the Method Argument property of the command. The following examples use the GotoApplet method of the command object:

• The Spell Check feature that Check Spelling uses

• Add Items that Siebel CRM uses in the Quote Item List Applet

To view an example of this behavior, do the following in the Siebel client:

1. Navigate to the Quotes screen.

2. To drill down on a quote, click a link in the Name field.

3. Click Menu in the Line Items applet, and then click Add Items.

Siebel CRM sets the Method Argument property of the Add Items command to the following value, causing the applet to display if you click Add Items:

Applet=Product Popup Applet

To create a pop-up applet that Siebel CRM opens from a menu item

1. Display the Command object type, which is a child of the Applet object type.

   For more information, see Displaying Object Types You Use to Configure Siebel CRM.

2. In the Object Explorer, click Command.

3. In the Commands list, create a command using values from the following table.

   Property	Value
   Method	GotoApplet
   Method Argument	Applet=name of pop-up applet,ShowMode=mode of pop-up applet where: name of pop-up applet is the name of the pop-up applet. Required. mode of pop-up applet is the mode of the pop-up applet. Optional. This value can be Base, Edit, Edit List, or Query. If you do not include the mode, then Siebel CRM uses the default, which is Base. For example: Applet=Product Popup Applet,ShowMode=Edit List For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.
   Show Pop-up	TRUE

4. In the Object Explorer, click Applet, and then locate the applet where Siebel CRM must open the pop-up.

5. In the Object Explorer, expand the Applet tree, and then click Applet Method Menu Item.

6. In the Applet Method Menu Items list, add a new command. Set the Command property for this new command to the command that you created in step 3.

7. Compile and test your modifications.

   For more information, see Using Siebel Tools.

Creating a Pop-Up Wizard

You can create a set of pop-up applets that work like a wizard. The procedure you use to do this is similar to the procedure you use to define a dialog box that Siebel CRM opens from an applet. For more information, see Creating a Pop-Up Applet That Siebel CRM Opens from an Applet.

The parent applet must be in Edit mode.

To create a pop-up wizard

1. In Siebel Tools, click Applet in the Object Explorer.

2. In the Applets list, locate the pop-up applet you must modify.

3. Expand the Applet tree, and then click Applet Web Template.

4. In the Applet Web Templates list, add multiple templates:

   1. Add one template for each page in your wizard.

      Set the Type property to Edit for each template.

   2. Assign a different value to the Sequence property for each template.

      Use the Sequence property to define the order that Siebel CRM uses to display the templates when the user clicks through the wizard.

5. Add controls to the applet that allow the user to navigate between pages.

   For more information, see Adding Navigation Controls to a Pop-Up Wizard.

6. On the last template in the sequence, create a control named Finish that closes the applet, and then updates the parent applet.

7. Compile and test your modifications.

   For more information, see Using Siebel Tools.

Adding Navigation Controls to a Pop-Up Wizard

You can add navigation controls that allow the user to navigate between the pages of a pop-up wizard.

To add navigation controls to a pop-up wizard

1. In Siebel Tools, click Applet in the Object Explorer, and then locate the pop-up applet you modified in Creating a Pop-Up Wizard.

2. In the Object Explorer, expand the Applets tree, and then click Control.

3. In the Controls list, add a new control for the Previous button using values from the following table.

   Property	Value
   Name	Previous
   Caption	Previous
   Method Invoked	PostChanges

   The Previous button saves the modifications that the user makes, and then navigates the user back to the page whose sequence number is one less than the current page.

4. In the Object Explorer, expand the Control tree, and then click Control User Prop.

5. In the Control User Props list, add a new record using values from the following table.

   Property	Value
   Name	Sequence
   Value	-1

6. Repeat step 3 for the Next button using values from the following table.

   Property	Value
   Name	Next
   Caption	Next
   Method Invoked	PostChanges

   The Next button saves the modifications that the user makes, and then navigates the user to the page whose sequence number is one greater than the current page.

7. Repeat step 5 for the Next button using values from the following table.

   Property	Value
   Name	Sequence
   Value	1

Configuring Applet Buttons, Controls, and List Columns

This topic describes options to configure applet buttons, controls, and list columns. It includes the following information:

• Configuring a Spell Check Button on an Applet

• Calling a Method from a Button in an Applet

• Identifying the Controls and List Columns That Siebel CRM Displays in the Siebel Client

• Modifying the Text Style of a Control or List Columnin an Applet

• Displaying Totals for a List Column in an Applet

• Defining the Properties of a Control or List Column If HTML Type Is Text

• Using a Control to Allow the User to Click a Link to Activatea Record

• Displaying the Save Button

Configuring a Spell Check Button on an Applet

Siebel CRM can call Siebel Spell Check from an applet menu item. To configure this applet menu item, you create a Check Spelling Field user property for the applet that contains the following objects:

• Check Spelling button

• Field where Siebel CRM does the spell check

Note: The feature described in this topic is available in Siebel CRM 18.10 Update and later releases.

To configure a spell check button

1. In Web Tools, display the following object types:

   • Control object and all child objects of the Control object

   • Applet User Prop, which is a child of the Applet object type

   For more information, see Displaying Object Types You Use to Configure Siebel CRM.

2. Create a check spelling button in the applet that contains the field where Siebel CRM must do the spell check:

   1. In Web Tools, in the Object Explorer, click Applet.

   2. In the Applets list, locate the applet you must modify.

   3. In the Object Explorer, expand the Applet tree, and then click Control.

   4. In the Controls list, add a new record using values from the following table.

   Property	Value
   Name	ButtonCheckSpelling
   Caption	Check Spelling
   Field	Do one of the following: If this is a nonrequired field, then enter the field name. If this is a required field, then leave this property empty.
   HTML Type	MiniButton
   HTML Only	Contains a check mark.
   Method Invoked	ShowPopup If Web Tools does not display the Method Invoked in the list, then enter it in manually.

3. Define user properties for the spell check button:

   1. In the Object Explorer, expand the Controls tree, and then click Control User Prop.

   2. In the Control User Props list, create three new records using values from the following table.

      Name Property	Value Property
      Mode	Edit
      Popup	Spell Checker Popup Applet
      Popup Dimensions	560 X 350 This is the recommended initial size.

4. Add the spell check button to the web template:

   1. In the Object Explorer, click Applet.

   2. In the Applets list, locate the applet web template you modified in Step 2, and then click the preview button.

   3. In the Controls/Columns window, make sure the Mode list is set to Edit.

   4. In the Controls window, choose the Check Spelling control and, keeping the mouse button depressed, move it onto a placeholder in the Applet Web Template editor and then release the mouse button.

5. Associate the Spell Check business component with the business object that the applet you modified in step 2 references:

   1. In the Object Explorer, click Business Object.

   2. In the Business Objects list, locate the business object where you must add the Spell Check business component.

   3. In the Object Explorer, expand the Business Object tree, and then click Business Object Component.

   4. In the Business Object Components list, add a new record using values from the following table.

   Property	Value
   BusComp	Spell Checker Applet VBC

6. Create a spell check menu item:

   1. In the Object Explorer, click Applet.

   2. In the Applets list, locate the applet you modified in step 2.

   3. In the Object Explorer, expand the Applets tree, and then click Applet Method Menu Item.

   4. In the Applet Method Menu Items tree, add a new record using values from the following table.

      Property	Value
      Command	Check Spelling
      Menu Text	&Check Spelling
      Position	2

7. If the field you are configuring for spell check is a required field, then do the following:

   1. In the Object explorer, click Applet User Prop.

   2. In the Applet User Properties list, add a new record using values from the following table.

      Field	Value
      Name	Check Spelling Field
      Value	Enter the name of the control or list column that is mapped to the field that will use spell check.

8. If you must configure spell check for multiple fields in an applet, then repeat steps 2 through step 4 for each additional field.

   You must create a button for each field.

9. Compile and test your modifications.

   For more information, see Using Siebel Tools.

Calling a Method from a Button in an Applet

If Siebel CRM displays a button control, then this button can call a method that comes predefined with Siebel CRM, or a custom method that you define in Siebel Visual Basic, Siebel eScript, or browser script. The Method Invoked property specifies the name of the method that Siebel CRM calls if the user clicks the button control. It might be necessary for you to specify your own custom method in the Method Invoked property. This configuration is the only way to call a Siebel Visual Basic, Siebel eScript, or browser script on a button-click event.

The Runtime property must equal TRUE for a button control. If it does not, then Siebel CRM will not run the method you specify.

To call a method from a button in an applet

1. In Siebel Tools, in the Object Explorer, click Applet.

2. In the Applets list, locate the applet you must modify.

3. In the Object Explorer, expand the Applets tree, and then click Applet User Prop.

4. In the Applet User Properties list, add a new record using information from the following table.

   Property	Value
   Name	CanInvokeMethod: Name of method where: Name of method is the name of the method called.
   Value	Y You can also define an expression in the Value property. If Siebel CRM evaluates the expression to TRUE in the Siebel client, then it calls the method.

5. Compile and test your modifications.

   For more information, see Using Siebel Tools.

Identifying the Controls and List Columns That Siebel CRM Displays in the Siebel Client

You can run a query that is similar to SQL to identify the controls and list columns that Siebel CRM displays in the Siebel client. This configuration can be useful to determine the combination of columns and values that Siebel CRM requires for the applet and web template. For example, an applet might include 30 fields and the applet web template item might include 28 fields, but only 19 fields are visible in the client. For more information, see Properties of the Applet Web Template Item.

To identify the controls and list columns that Siebel CRM displays in the Siebel client

• Run the following query against the Siebel database on the Siebel Server:

  SELECT a.NAME, wtmit.*
  FROM siebel.s_list_column a,
  siebel.s_applet b,
  siebel.s_list c,
  siebel.s_appl_web_tmpl wtmp,
  siebel.s_appl_wtmpl_it wtmit
  WHERE b.NAME IN ('Contact List Applet')
  AND c.applet_id = b.row_id
  AND c.row_id = a.list_id
  AND wtmp.applet_id = b.row_id
  AND wtmit.appl_web_tmpl_id = wtmp.row_id
  --and a.name in ('M/M','Birth Date','Suffix','Account','Postal Code'
  

Modifying the Text Style of a Control or List Columnin an Applet

You can modify the style of a text string that Siebel CRM displays in a control or list column.

To modify the text style of a control or list column in an applet

1. Make sure Siebel Tools is configured to allow you to modify a text string.

   For more information, see Setting Up the Configuration File for Siebel Tools.

2. Embed an HTML tag in the Caption property of a control or in the Display Name property of a list column.

   For example, Siebel CRM uses the value in the HTML tags to display the following value for the Caption property:

   <font color="red" size=+2><b>Account Name</b></font>
   

3. Compile and test your modifications.

   For more information, see Using Siebel Tools.

Guidelines for Modifying the Text Style of a Control or List Column in an Applet

If you modify the text style of a control or list column in an applet, then use the following guidelines:

• Siebel CRM supports an HTML tag that controls text style, such as size, color, italics, and bold.

• Siebel CRM does not support other HTML tags, such as tags that control alignment or position.

• You cannot use an HTML tag in a property that uses a string because the Siebel Web Engine interprets the tag as a literal value.

• You cannot use embedded HTML tags in the title text of a list column to set the text style. Siebel CRM displays these tags as part of the title text. They do not affect the appearance of the title. You can use these tags with text controls on a form applet.

Displaying Totals for a List Column in an Applet

This topic describes how to display totals of values that Siebel CRM displays in the list column of a list applet.

Displaying the Sum of Values That Siebel CRM Displays in a List Column

You can display the sum of values that Siebel CRM displays in a list column in a list applet.

To display the sum of values that Siebel CRM displays in a list column

1. In Siebel Tools, in the Object Explorer, click Applet.

2. In the Applets list, locate the applet you must modify.

3. Expand the Applet tree, and then click List.

4. In the Lists list, set the properties of the List object using information from the following table.

   Property	Description
   Total Displayed	Make sure the property contains a check mark.
   Total Required	Make sure the property contains a check mark.

5. In the Object Explorer, expand the List tree, and then click List Column.

6. Make sure the Total Required property for each list column you must total contains a check mark.

7. In the Object Explorer, in the Applet tree, click Applet Web Template.

8. In the Applet Web Templates list, choose the Base or the Edit List web template.

9. Set the properties of the applet web template using information from the following table.

   Property	Description
   Web Template	Applet List Totals (Base/EditList)

10. In the list applet template file, set the property attribute of the <div od-type="control"> tag to Total.

    For example, use one of the following code:

    <div od-type="control" id="XXX" property="Total"/>
    

    or

    <div od-type="control" id="XXX">
    
     <div od-property="Total"/>
    
    <!--od section control close–>
    
    </div>
    

    If the property attribute in the <div od-type="control"> tag or in the <div od-property=xxx> tag is set to a value of total, and if the Total Required property for the list column contains a check mark, then Siebel CRM displays the total for the list column values. If the Total Required property does not contain a check mark, then Siebel CRM does not create an output. This property is valid only if Siebel CRM maps the <div od-type="control> tag to a list column. For more information, see About Siebel Web Templates and Siebel Tags.

11. Compile and test your modifications.

    For more information, see Using Siebel Tools.

Displaying a Total That Siebel CRMDerives from an Expression in a Business Component Field

You can display a total that references an expression that is defined in a business component field. For example, the Revenue business component includes the following fields:

• Quantity

• Price

• Calculated Revenue

The Calculated Value property of the Calculated Revenue contains the following expression:

[Quantity]*[Price]

You can display the following values in a list applet that references this business component:

• Total quantity. The sum of all values in the quantity field.

• Total revenue. The product of the totals of the quantity and price columns.

To display a total that Siebel CRM derives from an expression in a business component field

1. In Siebel Tools, display the List Column User Prop child object type of the List object type.

   For more information, see Displaying Object Types You Use to Configure Siebel CRM.

2. Make sure an expression is defined in the business component field that Siebel CRM maps to the list column.

3. Make sure the Total Required property of the list column contains a check mark.

4. In the Object Explorer, click Applet.

5. In the Applets list, locate the applet you must modify.

6. In the Object Explorer, expand the Applet tree, and then click List.

7. In the Object Explorer, expand the List tree, and then click List Column.

8. In the List Columns list, locate the column you must modify.

9. In the Object Explorer, expand the List Column tree, and then click List Column User Prop.

10. In the List Column User Props list, add a user property named TotalAsExpr.

    Adding this user property is sufficient to evaluate the totals as an expression. Siebel CRM ignores the properties of the field.

11. Set the property attribute of the <div od-type="control"> tag in the template file to Total.

    For more information, see Displaying a Total That Siebel CRMDerives from an Expression in a Business Component Field.

12. Compile and test your modifications.

    For more information, see Using Siebel Tools.

Displaying Totals in a Separate Applet

You can display totals in a separate applet. For example, Siebel CRM displays a form applet after a list in the Quote Details View. This form contains totals of columns that it displays in the list.

To display totals in a separate applet

1. Create a form applet.

2. Place the form applet after the list applet in the view.

3. Create a field in the business component that the applet references.

4. Add the following expression to the Calculated Value property of the business component field:

   Sum([multi-value field])
   

   Caution: Never define a Sum([multi-value field]) expression in a list column. This expression requires a separate query run for each record in the list. It can cause significant performance problems.

5. In the business component, create a multi-value link.

6. In the same business component, create a multi-value field that references the multi-value link.

   The multi-value link references the business component that supports the list of values that Siebel CRM sums.

7. Compile and test your modifications.

   For more information, see Using Siebel Tools.

Defining the Properties of a Control or List Column If HTML Type Is Text

This topic describes how to define the properties of a control or list column if the HTML Type is Text.

To define the properties of a control or list column if the HTML Type is Text

1. In Siebel Tools, click Applet in the Object Explorer.

2. In the Applets list, locate the applet you must modify.

3. In the Object Explorer, expand the Applets tree, and then click Control to define the properties of a control. To define the properties of a list, expand the List tree, and then click List Column.

4. In the Controls or List Columns list, locate the control or list column you must modify.

5. Define the Field property.

   Specify the field in the business component that contains the data that the text control or list column displays.

6. Define the Display Format property.

   For more information, see Defining the Display Format Property for Data That Is Not Text.

7. Optional. If the Field property of the control or list column references a multi-value field, then do the following:

   1. In the MVG Applet property, specify the applet to use for the multi-value group applet.

   2. Set the Runtime property to TRUE.

      For more information, see About the Multi-Value Field, and How the Runtime Property Determines the Icon That Siebel CRM Displays with a Text Box.

8. Optional. If the control or list column must reference a pick applet, then do the following:

   1. Define the Pick Applet property.

   2. Set the Runtime property to TRUE.

   The Pick Applet property identifies the pick applet to use for the list dialog box. You must define a list for the field that the control or list column references. For more information, see How the Runtime Property Determines the Icon That Siebel CRM Displays with a Text Box.

9. Compile and test your modifications.

   For more information, see Using Siebel Tools.

How the Runtime Property Determines the Icon That Siebel CRM Displays with a Text Box

If the HTML Type property of a control or list column is Text, then the Runtime property of the control or list column determines the icon that Siebel CRM displays with a text box. It uses the values in the following properties of the control or list column:

• If the MVG Applet or Pick Applet property is not empty, then it does the following:

  • If the Runtime property is TRUE, then it activates an icon or arrow after the text box.

  • If the Runtime property is FALSE, then it does not display an icon or arrow, making the multi-value group applet or pick applet inaccessible.

• If the MVG Applet and Pick Applet properties are empty, and if the Runtime property is TRUE, then Siebel CRM uses the data type of the field that the Field property references to determine to display or not display an icon for a calculator, an icon for a calendar, or a currency pop-up applet.

Defining the Display Format Property for Data That Is Not Text

This topic describes how to define the Display Format property of a control or list column to display data that is not text.

To define the Display Format property for data that is not text

1. Determine the data type of the field that this control or list column references:

   1. In Siebel Tools, in the Object Explorer, expand the Business Component tree, and then click Field.

   2. In the Fields list, locate the field you specified in Defining the Properties of a Control or List Column If HTML Type Is Text.

   3. Examine the Type property to identify the data type for the field.

2. Define the Display Format property depending on the data type you identified in step c.

   For more information, see Display Format Property of a Control or List Column.

3. Optional. Format the postal code:

   1. Specify a DTYPE_TEXT data type.

   2. Create a format mask in the Display Format property that consists of number signs (#) and empty spaces. For example, ##### #### for a United States postal code that uses the zip code plus four format.

Using a Control to Allow the User to Click a Link to Activatea Record

You can use the PositionOnRow control to allow the user to click a link to activate a record.

To use a control to allow the user to click a link to activate a record

1. Add a control to the list applet that calls the PositionOnRow method.

2. Make sure the HTML Row Sensitive property of this control contains a check mark.

3. Place this control on the list applet where the link must choose the row.

4. Compile and test your modifications.

   The user must be able to click the link to choose the record.

Displaying the Save Button

A Siebel application uses an implicit save, by default, so Siebel CRM does not display the Save buttons in the predefined application. You can configure these buttons so Siebel CRM displays them.

Displaying the Save Button in the Siebel Web Client

This topic describes how to display the Save button in the Siebel Web Client.

To display the Save button in the Siebel Web Client

• For the Application Object Manager component, set the ShowWriteRecord parameter to True.

Displaying the Save Button in the Siebel Mobile Web Client

This topic describes how to display the Save button in the Siebel Mobile Web Client.

To display the Save button in the Siebel Mobile Web Client

1. Use a text editor to open the configuration file for the Siebel application.

2. Set the ShowWriteRecord parameter to the following value:

   ShowWriteRecord=TRUE
   

This parameter is located in the InfraUIFramework section of the configuration file. Note that the Save buttons use the WriteRecord method.

Configuring How Siebel CRM Displays Data in an Applet

This topic describes options to configure how Siebel CRM displays data in an applet. It includes the following information:

• Controlling How the User Creates, Edits, Queries,and Deletes CRM Data

• Controlling Query Behavior If the User Presses CTRL+ENTER

• Filtering Data That Siebel CRM Displays in an Applet

• Displaying HTML Content in an Applet

• Displaying a System Field in an Applet

• Avoiding Losing Context During a Drilldown

• Configuring Quick Fill for a Custom Applet

Controlling How the User Creates, Edits, Queries,and Deletes CRM Data

You can create an applet web template for each applet mode that determines if the user can create, edit, query, or delete Siebel CRM records in an applet. For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.

To control how the user creates, edits, queries, and deletes CRM data

1. Create a new applet web template.

   For more information, see Adding a Web Template to an Applet.

2. Enter text into the Name property to match one of the applet modes described in Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.

3. Set the Type property to one of the applet modes described in Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.

4. Repeat step 1 through step 3 for each applet mode that the applet must support.

   For example, create a separate applet web template in the following situations:

   • Create one applet web template for New and another applet web template for Query.

   • If the applet layout is different for New and Query modes compared to Edit mode, then create a separate web template for each mode.

Adding a Web Template to an Applet

If you must define another mode for an applet, then you must add a web template to the applet. For more information, see About Applet Web Templates.

To add a web template to an applet

1. In Siebel Tools, click Applet in the Object Explorer.

2. In the Applets list, locate the applet you must modify.

3. In the Object Explorer, expand the Applets tree, and then click Applet Web Template.

4. In the Applet Web Templates list, add a new record using information from the following table.

   Property	Description
   Name	Enter the applet mode for the applet web template, such as Edit. For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.
   Type	Choose the applet mode of the applet web template.
   Web Template	Choose the web template to associate to the applet.

Controlling Query Behavior If the User Presses CTRL+ENTER

The default method of an applet is the method that Siebel CRM runs if the user presses CTRL+ENTER. For an applet in query mode, this method is ExecuteQuery. The user can press ALT+ENTER to run the query. For other modes, you can set the DefaultMethod applet user property.

You must use a valid InvokeMethod for the applet, such as NewRecord or GotoNextSet.

To control behavior if the user presses CTRL+ENTER

1. In Siebel Tools, click Applet in the Object Explorer.

2. In the Applets list, locate the applet you must modify.

3. Expand the Applet tree, and then click Applet User Prop.

4. In the Applet User Properties list, add a new record using information from the following table.

   Property	Description
   Name	Enter Default Applet Method.
   Value	Define the method you must call.

Filtering Data That Siebel CRM Displays in an Applet

To filter CRM data that Siebel CRM displays in the applet, you can define a search specification on an applet.

To filter data that Siebel CRM displays in an applet

1. In Siebel Tools, click Applet in the Object Explorer.

2. In the Applets list, locate the applet you must modify.

3. Create a search specification in the Search Specification property.

   For more information, see Options to Filter Data That Siebel CRM Displays in an Applet.

Displaying HTML Content in an Applet

An HTML content control is a type of control that allows you to display HTML content in an applet in the Siebel client. HTML content can be static HTML or HTML that Siebel CRM gets from an external source.

To display HTML content in a field

1. in Siebel Tools, expand the Applet tree, and then click Control in the Object Explorer.

2. In the Controls list, locate the control you must modify.

3. Set properties for the control.

   For more information, see Properties of a Control That Displays HTML Content.

4. Compile your modifications.

5. Open the Siebel client.

6. Administer host information:

   1. Navigate to the Administration - Integration screen, and then click the WI - Symbolic URL List link.

   2. Make sure the Host Administration visibility filter is chosen.

   3. Enter the name of the HTTP host in the Name field.

   4. Enter the virtual name and authentication parameters, as required for your configuration.

      For more information, see Using the Host Administration View.

7. Optional. Administer fixup information:

   1. Navigate to the Administration - Integration screen, and then click the WI - Symbolic URL List link.

   2. Choose Fixup Administration from the visibility filter.

   3. Specify how to control the behavior of links that Siebel CRM embeds in the external content.

      For more information, see Using the Fixup Administration View.

8. Optional. Administer symbolic URL information:

   1. Navigate to the Administration - Integration screen, and then click the WI - Symbolic URL List link.

   2. Choose Symbolic URL Administration from the visibility filter.

   3. Define the content agent for the external host. Include the URL, host name, fixup name, and arguments.

9. Optional. Administer content sets information:

   1. Navigate to the Administration - Content Center screen, and then click the Content Sets link.

   2. Upload and manage Web content that Siebel CRM displays.

   For more information about content agents and symbolic URLs, see Siebel Portal Framework Guide.

Properties of a Control That Displays HTML Content

The table below describes the properties of a control that you must set to display HTML content.

Table Properties of a Control That Displays HTML Content

Property	Description
ContentFixupName	Determines how to correct links after processing. You enter the name of a Fixup as displayed in the Fixup Administration View. Any value you enter does not work if the Field Retrieval Type property is HTML Attachment or Service.
Field Retrieval Type	Determines the type of HTML that Siebel CRM displays in the field. You can choose one of the following values: Field Data. Stores the HTML content as data. HTML Attachment. Displays an HTML attachment. The control displays the HTML Attachment that the field identifies. Service. For more information, see the following section. Symbolic URL. Siebel CRM gets content from an external host that references a symbolic URL. You must define the necessary information that Siebel CRM requires to access the external source. This includes the format for the request, the host name, necessary arguments, and so on. For more information, see Siebel Portal Framework Guide. URL. Siebel CRM gets content from an external source. This source references the simple URL that is defined in the underlying field.
HTML Display Mode	Set the HTML Display Mode so that the HTML content displays properly in the browser. You can choose one of the following values: DontEncodeData. Use this value if the field contains actual HTML text and you require Siebel CRM to display the content as HTML text. EncodeData. Use this value if the field contains HTML reserved characters. If the field contains these characters, then Siebel CRM encodes them before it displays them correctly in the browser. Example reserved characters include angle brackets (< >), ampersand (&), and so on. It is recommended that you set the HTML Display Mode to EncodeData for security purposes. For more information about setting this property, see Siebel Security Hardening Guide.

Setting the Field Retrieval Type Property to Service

If you set the Field Retrieval Type property to Service, thenSiebel CRM uses a business service to display the field, and you must do the following:

• Add a child control user property to the control.

• Set the Name property of the control user property to Field Retrieval Service.

• Enter the name of the business service into the Value property of the control user property.

For example, to define a control to display a Content Center asset, you do the following:

• Set the Field Retrieval Type to Service.

• Add a Control User Property child object with the Name property set to Field Retrieval Service and the Value property set to ContentBase - Asset Publish Service.

For more information about Content Center Assets, see Siebel Applications Administration Guide.

Using the Host Administration View

You use the Host Administration view to specify a host. Specifying a host allows you to do the following:

• Obscure the true server name in the created HTML.

• Specify a set of NCSA Basic Authentication credentials for a content host that requires authentication.

• Control fixup at the host level.

For each host, you must define an external content host server. You can only fix up links that are associated with a defined host.

To view the Host Administration list, navigate to the Administration - Integration screen, choose the WI - Symbolic URL List link, and then make sure the Host Administration visibility filter is chosen.

Using the Fixup Administration View

A fixup is a configuration that you use to control the behavior of links that are embedded in external content. A fixup includes a Link Context that corresponds to the fixup type. You can use the Fixup Administration view to administer a fixup. The following types of fixups are available:

• Do Nothing. Does not affect any of the links. The links remain as they are with the content that is passed back in the original form. This principle applies to relative and absolute links.

• Outside Application. Uses the host and path of the parent URL to convert the relative links to absolute links. Siebel CRM does not proxy any links.

• Inside Application or Inside Applet. Does the following:

  • Converts each relative link to an absolute URL link.

  • To maintain the Siebel Web Engine context, proxies any links that use a host that is specified in the Host Administration view. For more information, see Using the Host Administration View.

  Fixup is required for links in Siebel Business Application.

Default Link Targets

No default link targets exist that applied to a fixup. You can add a link target to a fixup.

Displaying Fields as HTML Content

Any business component can use the Web Content Assets feature to add fields that Siebel CRM displays as HTML content. For example, you can do the following:

• Display a static HTML message in the Partner Relationship Manager application.

• Display a product description as HTML content.

This topic uses the Partner Message business component as an example of how to configure the Web Content Assets feature.

To display fields as HTML content

1. In Siebel Tools, make sure the Control User Prop object type is displayed.

   For more information, see Displaying Object Types You Use to Configure Siebel CRM.

2. In the Object Explorer, click Business Component.

3. In the Business Components list, locate the Partner Message business component.

4. In the Object Explorer, expand the Business Component tree, and then click Field.

5. In the Fields list, locate the Message field, and then set properties for the field using values from the following table.

   Property	Value
   Pick List	ContentBase Asset Hierarchical PickList

6. In the Object Explorer, click Applet.

7. In the Applets list, locate the Partner Message List Applet.

8. In the Object Explorer, expand the Applet tree, expand the List tree, and then click List Column.

9. In the List Columns list, locate the Message Body list column, and then set properties for the column using values from the following table.

   Property	Value
   Pick Applet	ContentBase Asset Hierarchical PickList

10. In the Object Explorer, click Applet.

11. In the Applets list, locate the Partner Message Entry Form Applet.

12. In the Object Explorer, click Control in the Applet tree.

13. In the Controls list, locate the Message Body Preview control.

    If necessary, add a new control with the Name property set to Message Body Preview.

14. Set properties for the control using values from the following table.

    Property	Value
    Field Retrieval Type	Service

15. In the Object Explorer, expand the Control tree, and then click Control User Prop.

16. In the Control User Props list, add a new record using values from the following table.

    Property	Value
    Name	Field Retrieval Service
    Value	ContentBase - Asset Publish Service

17. Repeat step 6 through step 16, except this time do the following:

    1. Modify the properties for the MessageBody control of the Partner Message Form Applet (SCW) applet.

    2. Add the control user property to the MessageBody control.

18. Compile and test your modifications.

    For more information, see Using Siebel Tools.

Displaying a System Field in an Applet

This topic describes how to display a system field in the list column of a list applet. You can display a system field in the control of a form applet. It is not necessary to define a system field as a child Field object of the underlying business component. For more information, see System Fields of a Business Component.

To display a system field in an applet

1. In Siebel Tools, click Applet in the Object Explorer.

2. In the Applets list, locate the applet you must modify.

3. In the Object Explorer, expand the Applet tree, expand the List tree, and then click List Column.

4. In the List Columns list, add a new record.

5. In the Field property of the list column, choose a system field.

6. In the Display Name property, enter a value that describes the data that the system field stores, such as Last Updated.

Avoiding Losing Context During a Drilldown

In some custom configurations, if the user navigates through some views, then Siebel CRM might ignore the search specification in the parent applet. Instead, it requeries the Siebel database. It does this because it detects that the current search specification that is defined on the destination applet is different from the bookmarked search specification. Siebel CRM displays the first record in the applet but loses the record context. If a search specification is defined on the parent applet in the destination view, then Siebel CRM ignores the bookmark. For more information, see Article ID 1131190.1 on My Oracle Support.

Configuring Quick Fill for a Custom Applet

You can configure quick fill for a custom applet.

To configure quick fill for a custom applet

1. In Siebel Tools, in the Object Explorer, click Applet.

2. In the Applets list, locate the custom applet you must modify.

3. In the Object Explorer, expand the Applet tree, and then click Applet Method Menu Item.

4. In the Applet Method Menu Items list, create a separate record for each row in the following table.

   Command	Menu Text	Menu Text - String Reference	Position
   ApplyTemplate	Apply Template	SBL_APPLY_TEMPLATE-1004224602-029	20
   SaveTemplate	Save as Template	SBL_SAVE_AS_TEMPLATE-1004224757-0HM	30
   NewFromTemplate	New From Template	SBL_NEW_FROM_TEMPLATE-1004224722-0CD	40
   NewFromLastTemplate	New From Last Template	SBL_NEW_FROM_LAST_TEMPLATE-1004224721-0CC	50

   These values use the Opportunity Form Applet - Child applet as a model. You must adjust the values for the Position property to meet the requirements for your custom applet.

5. Compile and test your modifications.

Process of Configuring Drilldown from the Calendar Applet

This topic describes how to define a destination view if the user clicks the Contact Icon in the calendar. To configure drilldown from the calendar applet, perform the following tasks:

1. Preparing Siebel Tools to Configure Drilldowns.

2. Defining Fields in the Business Component.

3. Defining the Applet User Properties.

4. Creating the Drilldown Objects and Controls.

5. Optional. Configuring a Different Icon for the Dynamic Drilldown.

6. Optional. Configuring a Different Destination for the Dynamic Drilldown.

Preparing Siebel Tools to Configure Drilldowns

This task is a step in Process of Configuring Drilldown from the Calendar Applet.

In this topic, you display object types and lock projects.

To prepare Siebel Tools to configure drilldowns

1. Display the following object types. These object types are children of an applet:

   • Applet User Prop

   • Control

   • Dynamic Drilldown Destination

   For more information, see Displaying Object Types You Use to Configure Siebel CRM.

2. Lock the following projects:

   • HI Calendar

   • Activity

   • Activity HI Calendar

Defining Fields in the Business Component

This task is a step in Process of Configuring Drilldown from the Calendar Applet.

The fields you define in this topic are required to support drilldown on the contact icon and a dynamic drilldown on an activity. If you modify the drilldown definition, then you must modify the relevant fields.

To define fields in the business component

1. In the Object Explorer, click Business Component, and then locate the Action business component in the Business Components list.

2. Expand the Business Component tree in the Object Explorer, and then click Field.

3. In the Fields list, add a new field using values from the following table.

   Property	Value
   Name	Primary Contact Icon
   Calculated	True
   Calculated Value	IIF([Primary Contact Last Name] is NULL and [Primary Contact First Name] is NULL, "", "<img src='images/icon_copy.gif' border='0'>")

   The Primary Contact Icon allows the user to start the drilldown.

4. In the Fields list, add a new field using values from the following table.

   Property	Value
   Name	Type Category
   Calculated	True
   Calculated Value	IIF([Type] = LookupValue ("TODO_TYPE", "Appointment"), "A", (IIF([Type] = LookupValue("TODO_TYPE","Presentation"), "P", "O")))

5. In the Fields list, add a new field using values from the following table.

   Property	Value
   Name	Open Bracket
   Calculated	True
   Calculated Value	IIF([Primary Contact Last Name] is NULL and [Primary Contact First Name] is NULL, "", "[")

   You use the open bracket symbol ([) and close bracket symbol (]) in Defining the Applet User Properties. To enclose the corresponding last and first names of the contact with brackets in Siebel CRM, these fields are defined according to the conditions that are set for them.

6. In the Fields list, add a new field using values from the following table.

   Property	Value
   Name	Close Bracket
   Calculated	True
   Calculated Value	IIF([Primary Contact Last Name] is NULL and [Primary Contact First Name] is NULL, "", "]")

7. In the Fields list, add a new field using values from the following table.

   Property	Value
   Name	Contact Details
   Join	S_CONTACT
   Column	LAST_NAME Siebel CRM uses the LAST_NAME column to get details about the contact from the S_CONTACT table. To support drilldown on the contact icon and dynamic drilldown on the activity, details about the contact are required. If you modify the definition of the drilldown, then it might be necessary for you to also modify the relevant fields.

   You must define the Join property before you define the Column property.

8. In the Fields list, verify that the Primary Contact Last Name field is defined using values from the following table.

   Property	Value
   Name	Primary Contact Last Name
   Join	S_CONTACT
   Column	LAST_NAME

   If the field does not exist, then create it. If the field is not defined correctly, then modify it.

9. In the Fields list, verify that the Primary Contact First Name field is defined with values from the following table.

   Property	Value
   Name	Primary Contact First Name
   Join	S_CONTACT
   Column	FST_NAME

   If the field does not exist, then create it. If the field is not defined properly, then modify it.

10. Create a file name for the icon that Siebel CRM uses with the Primary Contact Icon field.

    1. In the Fields list, locate the Primary Contact Icon field.

    2. In the Calculated Value property, replace icon_copy.gif with a file name that contains an image of the icon you must display.

       If a primary contact is associated to the calendar event, then Siebel CRM displays this icon on a calendar event.

11. Verify that the join to the S_CONTACT table is defined appropriately:

    1. Make sure the Action business component is chosen in the Business Components list.

    2. In the Object Explorer, click Join, then query the Alias property of the Joins list for S_CONTACT.

    3. Verify that the Table property contains S_CONTACT.

    4. In the Object Explorer, expand the Join tree, and then click Join Specification.

    5. In the Join Specifications list, verify that the join specification contains the following values.

       Property	Value
       Name	S_CONTACT
       Destination Column	PAR_ROW_ID
       Source Field	Primary Contact Id

    6. If an S_CONTACT join with the alias S_CONTACT does not exist, then search for a join on the S_CONTACT table that contains the same definition.

       1. If a predefined join with this definition does not exist, then create a new join using values in step b through step e.

       2. If a join does exist that contains a different alias that meets this definition, then modify the join values to match the values in step b through step e.

Defining the Applet User Properties

This task is a step in Process of Configuring Drilldown from the Calendar Applet.

In this topic, you define the links and tooltips for the Activity HI Calendar Applet.

To define the applet user properties

1. In the Object Explorer, click Applet.

2. In the Applets list, locate the Activity HI Calendar Applet.

3. In the Object Explorer, expand the Applet tree, and then click Applet User Prop.

4. In the Applet User Properties list, locate the Display Fields applet user property, and then define the Value property using values from the following table.

   Property	Value
   Value	Contact Details, Primary Contact Icon, Description

   Siebel CRM displays each field you define in the Value property as a separate link. The Contact Details and Primary Contact Icon fields provide contact details, and the Description field provides Activity information in the calendar. Siebel CRM can use an icon to represent the link.

5. In the Applet User Properties list, locate the Display Field Drilldown Object Names applet user property, then define the Value property using values from the following table.

   Property	Value
   Value	Contact - Detail, Contact - Detail, Action - Detail

   This step defines the link for the drilldown object. The values must match the drilldown object.

6. In the Applet User Properties list, add a new applet user property using values from the following table.

   Property	Value
   Name	Contact Details.Detailed Description Fields
   Value	Open Bracket, Primary Contact Last Name, Primary Contact First Name, Close Bracket

   This step defines the display text for the Contact Details link that you defined in step 4. The text that Siebel CRM displays before the period in the name of the applet user property must match the Contact Details field that you defined in the value property in step 4.

7. In the Applet User Properties list, add a new applet user property using values from the following table.

   Property	Value
   Name	Contact Details.Tooltip Fields
   Value	Primary Contact Last Name, Primary Contact First Name

   This step defines the tooltip for the Contact Details link. The text before the period in the name of the applet user property must match the Contact Details field that you defined in the value property in step 4.

8. In the Applet User Properties list, add a new applet user property using values from the following table.

   Property	Value
   Name	Description.Tooltip Fields
   Value	Type, Description, Planned, Planned Completion, MeetingLocation, Comment

   This step defines the tooltip for the Description link. The text before the period in the name of the applet user property must match the Description field that you defined in the value property in step 4.

9. In the Applet User Properties list, add a new applet user property using values from the following table.

   Property	Value
   Name	Description.Detailed Description Fields
   Value	Description

10. In the Applet User Properties list, add a new applet user property using values from the following table.

    Property	Value
    Name	Primary Contact Icon.Tooltip Fields
    Value	Primary Contact Last Name, Primary Contact First Name

    This step defines the tooltip for the Primary Contact Icon link that you defined in step 4. The text before the period in the name of the applet user property must match the Primary Contact Icon field that you defined in the value property in step 4.

Creating the Drilldown Objects and Controls

This task is a step in Process of Configuring Drilldown from the Calendar Applet.

In this topic, you define the drilldown objects and controls for the Activity HI Calendar Applet. This configuration allows the user to do a dynamic drilldown on an activity and a static drilldown on a contact. Note that if the Activity Type is Presentation, then the target view is the Activity Participants View. Otherwise, the target view is the eCalendar Detail View.

To create the drilldown objects and controls

1. Make sure Activity HI Calendar Applet is still chosen in the Applets list.

2. In the Object Explorer, in the Applet tree, click Drilldown Object.

3. In the Drilldown Objects list, add a new drilldown object using values from the following table.

   Property	Value
   Name	Action - Detail
   View	eCalendar Detail View
   Hyperlink Field	Id
   Source Field	Id
   Business Component	Action

4. In the Drilldown Objects list, add a new drilldown object using values from the following table.

   Property	Value
   Name	Action - Detail Participant
   View	Activity Participants View
   Hyperlink Field	Id
   Source Field	Id
   Business Component	Action

5. In the Drilldown Objects list, add a new drilldown object using values from the following table.

   Property	Value
   Name	Contact - Detail
   View	Contact Detail View
   Hyperlink Field	Primary Contact Last Name
   Source Field	Primary Contact Id
   Business Component	Contact

6. Make sure Action - Detail is chosen in the Drilldown Objects list.

7. In the Object Explorer, expand the Drilldown Object tree, and then click Dynamic Drilldown Destination.

8. In the Dynamic Drilldown Destinations list, add a new dynamic drilldown destination using values from the following table.

   Property	Value
   Name	Action - Detail
   Field	Type Category
   Value	P
   Destination Drilldown Object	Action - Detail Participant

   You must complete Defining Fields in the Business Component before you can add the dynamic drilldown.

9. In the Applet tree of the Object Explorer, click Control.

10. In the Controls list, add a new control using values from the following table.

    Property	Value
    Name	Primary Contact Id
    Field	Primary Contact Id
    Field Retrieval Type	Field Data

11. In the Controls list, add a new control using values from the following table.

    Property	Value
    Name	Primary Contact Last Name
    Field	Primary Contact Last Name
    Field Retrieval Type	Field Data

    Each control references a drilldown object, so you must define the Hyperlink Field and Source Field property in the Drilldown Object before you define the control. The exception is if the value of the Hyperlink Field or Source Field is Id, then you can define the control first.

12. Compile and test your modifications.

    For more information, see Using Siebel Tools.

Configuring a Different Icon for the Dynamic Drilldown

This task is a step in Process of Configuring Drilldown from the Calendar Applet.

The optional configuration in this topic modifies the link feature so that if the primary contact is an employee, then Siebel CRM displays a different icon.

To configure a different icon for the dynamic drilldown

1. In the Object Explorer, click Business Component.

2. In the Business Components list, locate the Action business component.

3. In the Object Explorer, expand the Business Component tree, and then click Field.

4. In the Fields list, add a new field using values from the following table.

   Property	Value
   Name	Primary Contact Employee Flag
   Join	S_CONTACT. As an alternative, you can use the name of the join specification that you use in Defining Fields in the Business Component.
   Column	EMP_FLG

5. In the Fields list, modify a predefined field using values from the following table.

   Property	Value
   Name	Primary Contact Icon
   Calculated Value	IIF([Primary Contact Last Name] is NULL and [Primary Contact First Name] is NULL, "", IIF([Primary Contact Employee Flag] = "Y", "<img src='images/icon_copy.gif' border='0'>", "<img src='images/icon_alarm.gif' border='0'>"))
   Column	EMP_FLG

Configuring a Different Destination for the Dynamic Drilldown

This task is a step in Process of Configuring Drilldown from the Calendar Applet.

The optional configuration in this topic causes the dynamic drilldown to drill down to an employee view if the primary contact is an employee. Otherwise, the drilldown displays a contact view.

To configure a different destination for the dynamic drilldown

1. In the Object Explorer, click Applet.

2. In the Applets list, locate the Activity HI Calendar Applet.

3. In the Object Explorer, expand the Applet tree, and then click Drilldown Object.

4. In the Drilldown Objects list, add a new drilldown object using values from the following table.

   Property	Value
   Name	Contact - Detail Employee
   View	Employee Activity (ERM - Help Desk)
   Hyperlink Field	Primary Contact Last Name
   Source Field	Primary Contact Id
   Business Component	Employee

5. In the Drilldown Objects list, locate the Contact - Detail drilldown object.

6. In the Object Explorer, expand the Drilldown Object tree, and then click Dynamic Drilldown Destination.

7. In the Dynamic Drilldown Destinations list, add a new destination using values from the following table.

   Property	Value
   Name	Employee View Drilldown. Note that you can use any name.
   Field	Primary Contact Employee Flag
   Value	Y
   Destination Drilldown Object	Contact - Detail Employee

8. If necessary, make sure that the Employee Activity (ERM - Help Desk) view is defined in the ERM Employee ReadOnly Screen.This view comes predefined. It is only necessary to do this step if the view is deleted or modified for some reason:

   1. In the Object Explorer, click Screen.

   2. In the Screens list, locate the ERM Employee ReadOnly Screen.

   3. Expand the Screen tree, and then click Screen View.

   4. In the Screen Views list, locate the Employee Activity (ERM - Help Desk) screen view.

      The name of this screen view contains a special character, so you must enclose the name in double quotes when you create the query.

   5. If the query returns an empty result, then add a new screen view using values from the following table.

      Property	Value
      Name	Employee Activity (ERM - Help Desk)
      View	Employee Activity (ERM - Help Desk)
      Type	Detail View
      Parent Category	Employee List
      Viewbar Text	Activities
      Menu Text	Employee Activities