Configuring a Button to Update the Customer Dashboard

This topic is part of Options to Update the Customer Dashboard.

The Customer Dashboard includes application programming interfaces (APIs) to pull information from or push information to the Customer Dashboard through Siebel Visual Basic script or Siebel eScript script. The Customer Dashboard resides in a separate frame, so it requires a user interface event to update customer dashboard fields. To create a user event, you must add a button to an applet that uses a script to call the Update Dashboard command.

To configure a button to update the Customer Dashboard

1. In Siebel Tools, in the Object Explorer, click Applet.

2. In the Applets list, locate the applet you must modify.

3. In the Object Explorer, expand the Applet tree, and then click Control.

4. In the Controls list, add a button as an applet control and set properties using values from the following table.

   Property	Value
   Target View Frame	Dashboard

5. Define the script for the new button.

   Your script must do the following:

   • Call the Update Dashboard command. For more information, see Using Siebel Visual Basic or Siebel eScript to Update Information in the Customer Dashboard.

   • Use the InvokeMethod function and send a set of name-value pairs. The following are examples of name-value pairs:

     • Source Name: Base View

     • BusComp Name: Contact

     • RowId: srowid

6. Compile and test your modifications.

   For more information, see Using Siebel Tools.