Configuring a Customer Dashboard Field to Display Data According to Context

You can display data from fields from more than one business component in a single customer dashboard field. To do this, you define multiple values in the Value property of a business service user property for the Persistent Customer Dashboard business service.

The Customer Dashboard business service searches through the list of user properties, starting with Field, and looks for fields that Siebel CRM maps to the Customer Dashboard from the current business component.

If you create a new Customer Dashboard field, then make sure to include a member from every business component list. If you do not do this, then the Customer Dashboard might retain data from the previous business component when Siebel CRM updates the dashboard.

To configure a customer dashboard field to display data according to context

In Siebel Tools, in the Object Explorer, click Business Service.
In the Business Services list, locate the Persistent Customer Dashboard business service.
In the Object Explorer, expand the Business Service tree, and then click Business Service User Prop.

In the Business Service User Props list, add a user property using values from the following table.

Property Description

Property	Description
Name	Enter a name for this business service user property that represents the customer dashboard field. For example: `Field 1`
Value	Reference each field from each business component list. You must use the following format: `name of the business component list.position;name of the business component list.position` where: position is the position of the business component field in the business component list. For example, using the business component lists described in the table in About the Business Component List, assume you must display the following information: If the Customer Dashboard is in the Contacts context, then the Field 1 customer dashboard field must display the Last Name of the contact. If the Customer Dashboard is in the Opportunities context, then the Field 1 customer dashboard field must display the Opportunity Name. You use the following code to implement this example: `List 1.1;List 2.1` List 1.1 represents the first field of List 1. List 2.1 represents the first field of List 2.

Name

Enter a name for this business service user property that represents the customer dashboard field. For example:

Field 1

Value

Reference each field from each business component list. You must use the following format:

name of the business component list.position;name of the business 
component list.position

where:

position is the position of the business component field in the business component list.

For example, using the business component lists described in the table in About the Business Component List, assume you must display the following information:

If the Customer Dashboard is in the Contacts context, then the Field 1 customer dashboard field must display the Last Name of the contact.
If the Customer Dashboard is in the Opportunities context, then the Field 1 customer dashboard field must display the Opportunity Name.

You use the following code to implement this example:

List 1.1;List 2.1

List 1.1 represents the first field of List 1. List 2.1 represents the first field of List 2.

Example of Configuring a Customer Dashboard Field to Display Data According to Context

Assume the Contact business component is active. The Persistent Customer Dashboard business service does the following:

Locates business service user properties with Field in the Name property.
If a Field business service user property references the Contact business component, then Siebel CRM displays data from the business component field.
If a Field business service user property does not reference the Contact business component, then Siebel CRM does nothing and the Customer Dashboard field remains empty.
If a Field business service user property references the Opportunity business component, and if the Opportunity business component is active, then Siebel CRM displays data from the Opportunity business component field.