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.