Guidelines for Using Modes with Web Templates

In many situations, it is not necessary to use Base mode forms that are read-only. You can use persistently editable forms because work often includes data editing and input. This type of form improves usability because the user can enter data without having to click an edit button, and then wait for Siebel CRM to display the form in edit mode.

If an applet is in Edit mode in a view, as defined by the applet mode property of the view web template item, then Siebel CRM never displays this applet in Base mode. If the user updates the field values in this applet, and then commits the modification, then Siebel CRM continues to display the applet in this mode after Siebel CRM writes the modifications to the Siebel database.

To display an applet in Query or New mode, you can call a method, such as NewQuery or NewRecord, on an applet that Siebel CRM displays in Edit mode. After Siebel CRM runs the query or writes the new record, Siebel CRM displays the applet in Edit mode.

For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data.