1. Configuring Siebel Business Applications
  2. Editing the Layout of a View

Editing the Layout of a View

This task is a step in Process of Creating a View.

You edit the layout of a view in the View Web Template Editor. This editor allows you to edit the mapping between applets in the view and placeholders in the template.

Note: The feature described in this topic is available in Siebel CRM 18.10 Update and later releases.
Note: Views and their relationship to Responsibilities can be Workspace enabled in your development environment. If they have been Workspace enabled in your development environment and you are working in that environment, then you can only modify them in an editable Workspace.

To edit the layout of a view

  1. In Web Tools, create or open a workspace and go to the Object Explorer.

  2. Click View and search for a view where you want to add a new applet.

  3. Locate the view web template you must modify in the View Web Template list and then click the preview button.

    If a template is associated with the view, then Web Tools displays the View Web Template Editor. The View Web Template Editor displays mapped and unmapped placeholders from the underlying view web template.

    If Web Tools does not display the applets properly in the editor, then exit the editor and make sure that the Applet Mode property for each view web template item includes a valid value. To do this, open the pick applet for the property of each applet. Open the editor again to make sure the applets display properly.

  4. Optional. Do the following:

    • To add an applet to the View Web Template, select an applet from the Applets window and, with the mouse button depressed, move the selected applet onto an applet placeholder in the template then release the mouse button.

    • To delete an applet from the View Web Template, click the applet, and then press the Delete button at the far end of the applet.

    • To preview the view, select an application from the Applications drop-down list.

      In the preview pop-up window, Web Tools simulates how Siebel CRM displays the view in the Siebel client, which is configured using the application’s user property. For more information on configuring the view, see Using Siebel Tools.

  5. Deliver your modifications from Workspace Dashboard in the application.