Example of a Tree Applet

To view an example of a tree applet, do the following:

1. Open Siebel Call Center.

2. Click the Service screen tab, and then the Explorer link.

   Siebel CRM displays the SR Tree Applet in a frame before the interface and the Service Request List Applet in a frame after the interface.

A tree applet in an explorer view operates in a way that is similar to how the Object Explorer and Object List Editor operates in Siebel Tools. The user can expand and collapse folders in the tree applet and view the records in the folder in the list applet. The hierarchy in the tree applet represents a parent-child relationship between records of different business components.

For example, if the user expands a document tree in the Service Requests tree, such as the 1-49119-Claim-New Claim document, then Siebel CRM displays a set of folders that it positions hierarchically beneath the service request. Note the following:

• These folders include Activities, Attachments, Change Requests, Solutions, and so on.

• If the user expands one of these child folders, then Siebel CRM displays a list of records that represent the corresponding business component.

• If the user expands the folder for a service request, and then expands the Activities folder beneath it, then Siebel CRM displays a list of records that constitute the set of activities for that service request. In the parent-child relationship between service requests and activities, these activity records are child records of the parent service request record that is expanded.

• The user can add or associate child records of various kinds to a parent record. For example, to associate a solution record from an association applet, the user can navigate down through the hierarchy to the Solutions folder, click the list applet, and then choose New Record from the applet menu. The product solution record becomes a detail record of the service request.