Modifying the Go To List in the Customer Dashboard

This topic is part of Modifying the Appearance and Layout of the Customer Dashboard.

The Go To list in the Customer Dashboard allows the user to navigate to other views that Siebel CRM relates to the current record. Siebel CRM modifies the list of views depending on the data that it currently displays in the Customer Dashboard. In the Siebel client, the Persistent Customer Dashboard business service does the following:

To locate records that begin with View in the Name property, searches the list of user properties.
Locates the display name for the associated view.
Adds the name to the Go To list.

The following table describes some predefined business service user properties. Each business service user property represents a view that Siebel CRM displays in the Go To list. For example, View 1 specifies that if the Customer Dashboard contains data from the Contact business component, then it displays the All Activities view in the GoTo View list. If the user chooses the All Activities view from the Go To list, then it displays only records for the current Contact ID in the view.

Name	Value
View 1	Contact; All Activity List View; Activity List Applet With Navigation; Contact Id
View 2	Contact; Contact Activity Plan; Contact Form Applet
View 3	Contact; Agreement List View; Agreement List Applet No Parent; Contact Person Id

To modify the Go To list in the Customer Dashboard

In Siebel Tools, in the Object Explorer, display the Business Service User Prop object type, which is a child of the Business Service object type.
For more information, see Displaying Object Types You Use to Configure Siebel CRM.
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.

To add a view to the Go To list, 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 a view that Siebel CRM displays in the Go To list. You must use the following format: `View integer` For example: `View 1`
Value	Create a view that Siebel CRM displays in the Go To list. You must use the following format: `business component name; view name; name of the primary applet on the view; name of the foreign key field` For example: `Contact; All Activity List View; Activity List Applet With Navigation; Contact Id` The name for each of these items must match exactly the name that is defined in the Siebel runtime repository. The foreign key field is conditional. For more information, see Referencing a Foreign Key Field from the Go To List.

Name

Enter a name for this business service user property that represents a view that Siebel CRM displays in the Go To list. You must use the following format:

View integer

For example:

View 1

Value

Create a view that Siebel CRM displays in the Go To list. You must use the following format:

business component name; view name; name of the primary applet on 
the view; name of the foreign key field

For example:

Contact; All Activity List View; Activity List Applet With 
Navigation; Contact Id

The name for each of these items must match exactly the name that is defined in the Siebel runtime repository. The foreign key field is conditional. For more information, see Referencing a Foreign Key Field from the Go To List.

Optional. Configure a label for the view.
For more information, see Configuring the Label for the View in the Go To List.
To modify a view or remove a view from the Go To list, do the following:
1. Locate the view in the Business Service User Props list.
2. Modify or delete the record, as required.
Compile and test your modifications.
For more information, see Using Siebel Tools.