1. Finance Guide
  2. Example of Configuring the Command Center Action Applet

Example of Configuring the Command Center Action Applet

This topic gives an example of configuring the Action applet. You might use this feature differently, depending on your business model.

Note: This example uses a view available only in Siebel Healthcare. Although it is not visible to Siebel Finance users, the example is still useful to all Siebel Financial Services users to illustrate how to set up the Command Center.

The Command Center is available on the Siebel Healthcare Member Summary view and can be configured to launch several key sales processes such as ordering a new ID card or changing a primary care physician. For more information on using the Member Summary Command Center when configured as in this example, see Siebel Healthcare Guide.

The Command Center is set up using the Administration - Command Center view.

To configure the action applet to run the business service FINS Goto View

  1. Navigate to FINS Command Center Admin Object view and create a new object definition record. Complete the fields described in the following table.

    Field Value

    Business Object Name

    FINS Members

    Source Business Component

    FINS Members

    Driving Field

    Last Name

    Driving Field Label

    Name

    Attribute 2 Label

    Area

    Attribute 3 label

    Action

    Expression

    RedundantExpression

    Driving Field On Cmd Form

    Checked

  2. To set up a pop-up applet, in the Action Definition list create a new action record and complete the fields described in the following table.

    Field Value

    Attribute 2

    ID Card Requests

    Attribute 3

    Show History

    Command

    IDCSH

    Business Service

    SLM Save List Service

    Business Service Context

    'Applet Mode', '6', 'Applet Name', 'FINS Service Request Order ID Popup Applet'

    Note: The applet in this example is only available in Siebel Healthcare. Siebel Finance customers would select a suitable view and applet available in their respective applications.

    Business Service Method

    LoadPopupApplet

    Public Flag

    Checked

  3. To set up a view navigation, in the Action Definition list create a new action record and complete the fields described in the following table.

    Field Value

    Attribute 2

    ID Card Requests

    Attribute 3

    Order New ID Card

    Command

    IDCOR

    Business Service

    FINS Goto View Service

    Business Service Context

    'ViewName', 'FINS Member Benefits View', 'RowId', '[Current Src Rec Id]', 'AppletName', 'FINS Member Form Applet - short'

    Note: The view and applet in this example are only available in Siebel Healthcare. Siebel Finance customers would select a suitable view and applet available in their respective applications.

    Business Service Method

    GotoView

    This method has the following arguments:

    • ViewName. Name of the view you require.

    • AppletName. The ViewName view can have several applets. In AppletName you specify the applet name to which you want to set the focus.

    • RowId.ID of the specific record you require in the applet.

    • Operation. One of the applet methods such as NewRecord, DeleteRecord or some other methods.

      For example, if the operation is set to DeleteRecord, then the DeleteRecord method is executed on the ID of the record you specified (RowId). If no specific operation is mentioned, it executes the search method.

    • PreserveAdminPrivilege. This can have values Y or N. If the value is Y, the context of the business object is maintained in the destination view. Otherwise, the context won’t be maintained.

    Public Flag

    Checked