Adding a Custom Control to the Customer Dashboard

This topic is part of Modifying the Appearance and Layout of the Customer Dashboard.

You can add a custom control to the Customer Dashboard.

To add a custom control to the Customer Dashboard

  1. In Siebel Tools, open the Object Explorer.

  2. Select the Applet object definition Persistent Customer Dashboard Applet.

  3. In the Applet Control list, add a new applet control. Specify values for the following:

    • HTML Type. Specifies the control type, such as MiniButton, Field, or FieldLabel.

    • Field. Specifies the field that this control maps to.

    • Caption. Specifies the text to be shown for the control, such as for a button.

    • Method Invoked. Specifies the method to be invoked when the button for this control is clicked.

  4. Under Applet Web Template, create a new web template item in the Applet Web Template Item list.

  5. Add the new control into the web template as a web template item. Write down the Item Identifier ID for the web template item, such as 2902.

  6. Under Web Template, locate the Applet Dashboard web template and edit the definition to add the new SWE control, as follows:

    For example, to add a new Button control, add a control tag similar to the following:

    <div od-type="control" id="2902">
    <div od-property="FormattedHtml" hintText="Button"/>
    <!--od section control close-->
    </div>
    

    For example, to add a new Field control, add a control tag similar to the following:

    <div od-type="control" id="1300">
    <div od-property="FormattedHtml" hintText="Field" hintMapLabelId="od-attr-currentId+100"/>
    <!--od section control close-->
    </div>
    

    For example, to add a new Label control, add a control tag similar to the following:

    <div od-type="control" id="1702">
    <div><div od-property="<FormattedHtml>" hintText="Label"/></div>
    <!--od section control close-->
    </div>
    

    For more information about using the control tag, see Configuring Siebel Open UI and Siebel Developer's Reference. The ID specified in the control tag must match the Item Identifier ID for the web template item.

  7. Deploy your changes to the Siebel runtime repository.