Guidelines for Creating Multi-value Group Applets and Pick Applets

If you configure an applet web template for a multi-value group applet or pick applet with a control or list column, then use the following guidelines:

• Use Base mode to display the primary value in the multi-value group applet, and to suppress the display of a link that the user can click to pop-up the multi-value group applet.

• To display the primary record from the multi-value group as read-only text, and to display a link after the text that the user can click to pop-up the multi-value group applet., use Edit, New, or Edit List mode. If the user clicks the link, then Siebel CRM displays the multi-value group applet in a separate pop-up window. You must make sure the control or list column is editable.

• Use the EditFieldCaption and EditFieldType parameters in the configuration file to set the style of the link.

• You must make sure an Edit List or Base template is defined for the multi-value group applet:

  • If an Edit List template is defined, then Siebel CRM uses this template to display the applet.

  • If an Edit List template is not defined, then Siebel CRM uses the Base template.

  • If an Edit List template is not defined, and if a Base template is not defined, then Siebel CRM creates an error.

• You can call methods, such as EditRecord, AddRecord, or CreateRecord. The multi-value group applet behaves like any other list applet in the pop-up window. Siebel CRM displays the appropriate template in the current pop-up window when it calls a method. Siebel CRM displays the multi-value group applet in this window in Base mode or Edit List mode after the user saves or chooses the record.

For more information, see About Applet Web Templates.