Guidelines for Using a Form Applet and a List Applet

Use a list applet to do the following:

• Display a list of items.

• Allow the user to create a list of items.

You might find you do not use a list view in a task as often as you use a list view in the standard UI. Apply the following guidelines:

• Use a list applet for a list or summary view.

• If the user must modify data in a record, then use a form applet. The form applet focuses user attention on a single record.

• Use a Siebel operation step to allow the user to create a new record. Use a view step that includes a form applet that displays a new record that includes empty fields that the user finishes. Siebel CRM typically uses a list view that allows the user to click New to create a new record in the standard UI. This configuration is not necessary in a task, particularly if the user only creates a single record.