Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data

The applet mode is a type of behavior for an applet web template that determines if the user can or cannot create, edit, query, or delete Siebel CRM records in an applet. For more information, see Controlling How the User Creates, Edits, Queries, and Deletes CRM Data.

The following table describes the types of applet modes.

Applet Mode Description

Edit

Allows the user to edit a record, create a new record, and query while working in a form applet. Siebel CRM uses the Edit and Edit List applet modes most frequently.

If a New or Query applet template does not exist, and if the user creates or queries data, then Siebel CRM uses Edit mode. For more information, see Types of Siebel Web Templates.

Edit List

Allows the user to edit a record, create a new record, and query while working in a list applet. You can use the Edit List mode to allow the user to edit, create, and query in a Siebel application.

Edit List mode displays a list applet as persistently editable. An editable list applet allows the user to modify the records in a list applet without switching to an edit page.

Base

Displays fields in read-only mode. Use this mode to display the applet in read-only mode until the user does something, such as clicking the Edit button. Siebel CRM displays a view in Base mode, by default.

The user cannot edit or update a field in an applet that is in Base mode. The user can use the applet menu or right-click and use the pop-up menu to create a new record. The user can then edit or delete the new record, unless these operations are disabled at the applet or business component level.

You can use the Read-Only field in the Responsibility Administration View to make a view read-only. For more information, see Siebel Security Guide.

New

Allows the user to create a new record where the requirements for the new mode are different from the edit or edit list mode.

Only use the New and Query modes if the Edit mode does not meet your required functionality.

Query

Allows the user to query if the requirements for the Query mode are different from the requirements for the Edit or Edit List mode. Allows the user to perform a query-by-example (QBE).