1. Business Process Framework: Task UI Guide
  2. Reusing a Standard Applet

Reusing a Standard Applet

If the applet you use in a task does not interact with transient data, then you can copy and modify a standard, predefined applet instead of creating a new one. For more information, see Overview of Transient Data.

To reuse a standard applet

  1. Identify a standard applet:

    1. In the Siebel client, examine the Siebel application for an applet that closely matches your display requirements.

    2. Locate a candidate applet.

    3. From the Help menu, select the About View menu item.

    4. Note the value in the Applets section.

      If Siebel CRM lists more than one applet, then note the applet name that most closely matches the functionality of the candidate applet.

    5. In the Object Explorer, query the Name property of the Applets list for the applet you identified previously.

    6. Select the Applet Web Template you want to edit, then choose Edit Web Layout.

    7. Verify that the layout resembles the applet you identified previously.

    8. Close the Web Layout Editor.

  2. Copy a standard applet:

    1. Select the applet you want to duplicate, then choose Copy Record.

      Wait for the applet to be copied. This may take a few moments if there are many child controls or other objects in the applet. When the copy operation is complete, the cursor will be placed in the Name field, as a unique name is required for the new applet.

    2. In the Name property, enter a name for your custom applet that indicates how the user uses the applet. For example, Account Entry for task.

    3. Select the Applet Web Template you want to edit, then choose Edit Web Layout.

    4. In the Applet Web Template Editor, delete unnecessary controls.

      The Task UI framework is intended to simplify the user interface, so it is recommended that you remove controls and labels that the user does not require to finish the task. Make sure you do not delete fields that the user requires to finish the task. For example, an insert operation for an opportunity requires the following fields:

      • Opportunity Name

      • Close Date

      • Currency

    5. In the Applet Web Template Editor, reposition controls and their labels until the applet resembles the required layout for the task.