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Adding Query Fields to the Dispatch Board Gantt Chart

A dispatcher must enter specific query parameters to search for the appropriate employee or set of employees. If the Search pane for the Gantt chart of Dispatch Board does not include a parameter that the dispatchers need, then you can add this parameter by completing the tasks in this topic. For more information about performing configuration tasks with Siebel Tools, see Using Siebel Tools.

To add a query field to the Search pane for the Gantt chart of the Dispatch Board, perform the following procedures:

1. Creating the Applet Controls
2. Creating the Applet Web Template Item
3. Using the New Query Field

This task is a step in Process of Configuring the Dispatch Board.

Creating the Applet Controls

Perform the following procedure to create new applet control named Phone.

To create the applet controls

1. Query again for the FS Dispatch Board Gantt Applet.
2. Navigate to Applet, then Control.
3. Create a new record, and update the fields with the following information:
   1. Enter Phone as the name for the record.
   2. Enter Phone as the value for the Caption - String Override field.
   3. Enter Phone # as the value for Field.
4. Navigate to Applet, Control, and then Control User Property.
5. Create a new record, and update the fields with the following information:
   1. Enter Field Name as the name for the record.
   2. Enter Phone as the value for the record.

Creating the Applet Web Template Item

Perform the following procedure to create a new Phone Web template item.

To create the applet Web template item

1. Log in to Siebel Tools as an administrator.
2. Lock the FS Dispatch Board project for editing.
3. In the Object Explorer, navigate to Applet, and query for the FS Dispatch Board Gantt Applet.
4. Navigate to Applet, Applet Web Template, and then Applet Web Template Item.
5. Create a new record, and update the fields with the following information:
   1. Enter Phone as the name of the record.
   2. Enter Phone as the value for the Control field.
   3. Enter a numeric value in the Item Identifier field.

      TIP:   Siebel Tools assigns controls unique numbers. It is recommended that you enter a high numeric value to prevent identifiers from overlapping and causing conflict.

Using the New Query Field

Deliver the changes to the Integration Branch and test the new Phone Number query field.

To use the new query field

1. Relaunch the application, and navigate to the Dispatch Board.
2. Click Search in the header of the Name field in the Gantt chart.
3. In the Search pane, enter a query using Phone Number.

   A successful query demonstrates that you can use the phone number as an additional search parameter in the Search pane.