Siebel High Tech and Industrial Manufacturing Dashboard

Navigating to the Siebel High Tech and Industrial Manufacturing Dashboard

To navigate to the Siebel High Tech and Industrial Manufacturing dashboard:

Navigate to the Site Map.
Select Dashboard.

Siebel High Tech and Industrial Manufacturing Dashboard

The following image shows the Siebel High Tech and Industrial Manufacturing dashboard. The following table lists the primary configurable components used to build the Siebel High Tech and Industrial Manufacturing dashboard. All of the components listed are part of the WebCallCenter Home business object. The key numbers in the following table correspond to callouts in the following image.

Key	Control Type	Component Name	Description	Business Component
NA	Screen	HTIM Dashboard Screen	The HTIM Dashboard screen.	Not applicable
NA	View	HTIM Dashboard View	The HTIM Dashboard view having the sample HTIM dashboard.	Not applicable
1	Applet	Contact Salutation Applet	Displays the agent name, a welcome message, and the date.	Salutation (eApps)
2	Aggregate Infolet	Active Leads Infolet	Active leads under the agent.	Lead
3	Aggregate Infolet	Opportunities Count Infolet	Open opportunities count.	Opportunity
4	Aggregate Infolet	Activities Infolet	Overdue activities count.	Activity
5	Aggregate Infolet	Orders Infolet	Number of pending orders count.	Order
6	BC Field Infolet	Latest Forecast Infolet	Latest forecast value.	Forecast
7	Chart	New Business Chart	Number of opportunities across months.	Opportunity
8	Chart	Opportunity Chart	Product opportunity analysis chart.	Opportunity
9	Chart	Sales Pipeline Chart	Sales pipeline information.	Opportunity
10	Calendar	Calendar View	A calendar view with day, week, and month view.	Action
11	List View	Opportunities List	A list of recent opportunities.	Opportunity
12	Timeline applet	Contact Timeline	Timeline of recent activities and contacts updated or added.	Timeline VBC
13	Timeline Activity Pop-up Applet invoked from + icon on Timeline.	Timeline New Activity Creation	Used to create a new Activity	Action Copy

Configuration Example for a Calendar Applet: HTIM Calendar Daily Applet Home Page

The following table shows the configuration for the calendar applet named HTIM Calendar Daily Applet Home Page, which is part of the sample configuration for the Siebel High Tech and Industrial Manufacturing dashboard.

Property Name	Value	Comment
Name	HTIM Calendar Daily Applet Home Page
Project	eCalendar
Business Component	Action
Class	CSSSWEFrameActHICalGrid
Title	Daily Calendar
Type	Standard	By default, the type is Standard.
Upgrade Behavior	Admin	This property can be anything, as per the customer's scenario. This is generic applet functionality.

The following tables show how to configure the controls for the calendar applet HTIM Calendar Daily Applet Home Page. The properties are listed in two tables.

Property	Name	Caption	HTML Height	Method Invoked
Value	CalCustomCtrl	N/A	650	N?A
Value	DrillDown	Drill Down	N/A	N/A
Value	QueryAssistant	Query Assistant	30	QueryAssistant

Continuing from the previous table, the following are additional property values for the same controls (listed in the Name column).

Name	Field	Field Retrieval Type	Class	HTML Width
CalCustomCtrl			CSSCoCalCustomCtrl	100
DrillDown	Id	Field Data
QueryAssistant

The following table shows how to configure the control user properties for these controls.

Control	Name	Value
CalCustomCtrl	PercentWidth	Y
QueryAssistant	Mode	Edit
QueryAssistant	Popup	Query Assistant

The following table shows how to configure the drilldown objects for the calendar applet HTIM Calendar Daily Applet Home Page.

Property	Name	Hyperlink Field	View	Business Component	Source Field	Destination Field
Value	Action - Detail	Id	eCalendar Detail View	Action	Id	Id
Value	Training Drilldown	Id	eTraining My Class Details View	Training Class Registration	Registration Id	Id

The following table shows how to configure the drilldown destination for the Action - Detail drilldown object.

Drilldown Object	Name	Value	Field	Destination Drilldown Object	Sequence
Action - Detail	Training Drilldown	Y	Is Training Type	Training Drilldown	1

The following table shows how to configure the applet web templates for the calendar applet HTIM Calendar Daily Applet Home Page.

Property	Value
Name	Base
Type	Base
Web Template	Calendar Applet
Upgrade Behavior	Admin

The following table shows the configuration for the applet web template items.

Control Name	Property	Value
Salutation text	Name	CalCustomCtrl
Salutation text	Control	CalCustomCtrl
Salutation text	Item Identifier	501
Salutation text	Type	Control

The following table shows applet user properties to configure for the calendar applet HTIM Calendar Daily Applet Home Page.

Name	Value
Calendar Type	Siebel
Day Summary Tooltip Template	[Planned] - [Planned Completion] [Type]: [Description]
Description.Tooltip Fields	Type, Description, Planned, Planned Completion, MeetingLocation, Comment
Disable Buscomp Hierarchy	TRUE
Display Field Drilldown Object Names	Action - Detail
Display Fields	Description
Drilldown Object Name	Action - Detail
Enable Date Picker	Y
Enable New Button	N
Enable Print Button	N
Enable Quick Add	N
Enable Timezone Picker	N
Enable Today Button	N
End Date Field	Planned Completion
Home Page Mode	Y
Include All Employee View In Owner Picklist	Y
Owner Id Field	Primary Owner Id
Owner Login Field	Primary Owned By
Private Field	Private
Repeat Expires Field	Repeat Expires
Repeating Field	Repeating
Start Date Field	Planned
Update Field	Description

Configuration Example for a Chart Applet: HTIM Dashboard Chart Applet - Opportunity Analysis

The following is the configuration of the chart applet named HTIM Dashboard Chart Applet - Opportunity Analysis, which is part of the sample configuration for the Siebel High Tech and Industrial Manufacturing dashboard.

Property Name	Value	Comment
Name	HTIM Dashboard Chart Applet - Opportunity Analysis
Project	HTIM Design Project
Business Component	Opportunity
Class	CSSFrameChart
Title	Opportunity
Type	Standard	By default, the type is Standard.
Upgrade Behavior	Preserve	This property can be anything, as per the customer's scenario. This is generic applet functionality.

The following is the configuration of the controls for the chart applet HTIM Dashboard Chart Applet - Opportunity Analysis.

Property	Name	Caption	HTML Type	Method Invoked	HTML Height	HTML Width
Value	Chart	Chart			250	250

The following is the configuration of a chart for the chart applet HTIM Dashboard Chart Applet - Opportunity Analysis.

Property	Name	Category Captions	Category Field	Data Function	Data Point Field	Type
Value	Created	Product	Product	Count	Name	2dPie

The following is the configuration of a chart element for this chart.

Property	Name	Text	Type
Value	Title	Opportunity Analysis	Title

The following is the configuration of the applet web templates for the chart applet HTIM Dashboard Chart Applet - Opportunity Analysis.

Property	Value
Name	Base
Type	Base
Web Template	Applet Chart Responsive
Upgrade Behavior	Preserve

The following is the configuration of the applet web template items.

Control Name	Property	Value
Chart	Name	Chart
Chart	Control	Chart
Chart	Item Identifier	599
Chart	Type	Control

Configuration Example for a Chart Applet: HTIM Dashboard Oppty Chart Applet - New Business

The following is the configuration of the chart applet named HTIM Dashboard Oppty Chart Applet - New Business, which is part of the sample configuration for the Siebel High Tech and Industrial Manufacturing dashboard.

Property Name	Value	Comment
Name	HTIM Dashboard Oppty Chart Applet - New Business
Project	HTIM Design Project
Business Component	Opportunity
Class	CSSFrameChart
Title	New Business
Type	Standard	By default, the type is Standard.
Upgrade Behavior	Preserve	This property can be anything, as per the customer's scenario. This is generic applet functionality.

The following is the configuration of the control for the chart applet HTIM Dashboard Oppty Chart Applet - New Business.

Property	Name	Caption	HTML Height	HTML Width
Value	Chart	Chart	250	250

The following is the configuration of a chart for the chart applet HTIM Dashboard Oppty Chart Applet - New Business. The properties are listed in two tables.

Property	Name	Category Captions	Category Field	Data Function	Data Point Field
Value	Revenue	Created	Created	Count	Revenue

Continuing from the previous table, the following are additional property values for the same chart (listed in the Name column).

Name	Data Point Captions	Period	Picklist Functions	Picklist Functions	Type
Revenue	Revenue	Month (Calendar)	Number of Opportunities	Number of Opportunities	2dBar

The following is the configuration of the chart elements for this chart. The chart elements are listed in two tables.

Property	Name	Axis ID	Coordinates	Display Format
Value	AxisTitle	XAxis
Value	Title

Continuing from the previous table, the following are additional properties for the same chart elements (listed in the Name column).

Name	Divisions	Text	Type	Vertical
Revenue		Period	AxisTitle
Value		Opportunity Analysis	Title

The following is the configuration of the applet web templates for the chart applet HTIM Dashboard Oppty Chart Applet - New Business.

Property	Value
Name	Base
Type	Base
Web Template	Applet Chart Responsive
Upgrade Behavior	Preserve

The following is the configuration of the applet web template items.

Control Name	Property	Value
Chart	Name	Chart
Chart	Control	Chart
Chart	Item Identifier	599
Chart	Type	Control

Configuration Example for a Funnel Chart Applet: HTIM Home Page Funnel Graph Applet

The following is the configuration of the funnel chart applet named HTIM Home Page Funnel Graph Applet, which is part of the sample configuration for the Siebel High Tech and Industrial Manufacturing dashboard.

Property Name	Value	Comment
Name	HTIM Home Page Funnel Graph Applet
Project	Visualization
Business Component	Opportunity
Class	CSSFrameFunnelChart
Title	Sales Pipeline Phases
Search Specification	[Close Date] > (Today ()
Type	Standard	By default, the type is Standard.
Upgrade Behavior	Admin	This property can be anything, as per the customer's scenario. This is generic applet functionality.

The following is the configuration of the controls for the funnel chart applet HTIM Home Page Funnel Graph Applet. The controls are listed in two tables.

Property	Name	Caption	HTML Type
Value	AppletTitle	Sales Pipeline Phases
Value	Error1	There is no data for the chart (SBL-CHT-00102)
Value	FunnelChart		JavaApplet

Continuing from the previous table, the following are additional property values for the same controls (listed in the Name column).

Name	HTML Height	HTML Width	Class
AppletTitle
Error1
FunnelChart	350	300	CSSJavaFunnelChart

The following is the configuration of a chart for the funnel chart applet HTIM Home Page Funnel Graph Applet. The chart is listed in two tables.

Property	Name	Category Captions	Category Field	Data Function	Data Point Field
Value	Sales Stage	Sales Stage	Sales Stage	Sum	Revenue

Continuing from the previous table, the following are additional properties of the same chart (listed in the Name column).

Name	Picklist Function	Picklist Function Captions	Series Field	Series Captions
Sales Stage	% of Count Quota,% of Revenue Quota	% of Count Quota,% of Revenue Quota	Sales Method	Sales Method

The following is the configuration of the chart elements for this chart.

Property	Name	Axis ID	List of Values	Coordinates	Text	Type
Value	Title				Sales Pipeline Phases	Title
	XAxisTitle	XAxis	List Of Values,Value,Type = 'SALES_STAGE_PHASE_TYPE',Order By			AxisLabel
	XAxisTitle	XAxis			Phase	AxisTitle
	ZAxisLabel	ZAxis		70100	Met or Exceeded Quota, Within 30% of Quota, More than 30% below Quota	AxisLabel

The following is the configuration of the chart element locales for this chart.

Chart Element	Language Code	Translate
Title	ENU	Yes
XAxisTitle	ENU	Yes

The following is the configuration of the applet web templates for the funnel chart applet HTIM Home Page Funnel Graph Applet.

Property	Value
Name	Base
Type	Base
Web Template	Applet Chart Responsive With Title
Upgrade Behavior	Admin

The following is the configuration of the applet web template items.

Control Name	Property	Value
AppletTitle	Name	AppletTitle
AppletTitle	Control	AppletTitle
AppletTitle	Item Identifier	90
AppletTitle	Type	Control
FunnelChart	Name	FunnelChart
FunnelChart	Control	FunnelChart
FunnelChart	Item Identifier	599
FunnelChart	Type	Control
Error1	Name	Error1
Error1	Control	Error1
Error1	Item Identifier	598
Error1	Type	Control

To map the physical renderer for the funnel chart applet HTIM Home Page Funnel Graph Applet:

Navigate to Administration - Application screen and then to the Manifest Administration view.

You must register the new applet (such as HTIM Home Page Funnel Graph Applet) with physical renderer settings. This task is needed for automation support and for supporting a custom CSS style class.

In the UI Objects list, create a new record with values like the following:

Type	Usage Type	Name
Applet	Physical Renderer	<AppletName>

In the Object Expression list, create a new record with the following value:

Level
1

In the Files list, create new records with the following values:

Level	Name
1	siebel/salespipelinerenderer.js
1	siebel/chartspmodel.js

Configuration Example for a List Applet: HTIM Opportunity List Applet - No Buttons

The following is the configuration of the list applet named HTIM Opportunity List Applet - No Buttons, which is part of the sample configuration for the Siebel High Tech and Industrial Manufacturing dashboard.

Property Name	Value	Comment
Name	HTIM Opportunity List Applet - No Buttons
Project	HTIM Design Project
Business Component	Opportunity
Class	CSSSWEFrameList
Title	Opportunities
Type	Standard	By default, the type is Standard.
Upgrade Behavior	Preserve	This property can be anything, as per the customer's scenario. This is generic applet functionality.
Search Specification	[Close Date] >= (Today ())
Associate Applet	Opportunity Assoc Applet
HTML Number of Rows	5

The following is the configuration of the controls for the list applet HTIM Opportunity List Applet - No Buttons. The controls are listed in two tables.

Property	Name	HTML Type	Method Invoked
Value	GotoNextSet	RecNavNxt	GotoNextSet
Value	GotoPreviousSet	RecNavPrv	GotoPreviousSet
Value	PositionOnRow	PositionOnRow	PositionOnRow

Continuing from the previous table, the following are additional properties of the same controls (listed in the Name column).

Name	HTML Disabled Bitmap	HTML Bitmap
GotoNextSet	RECNAV _NEXTSET_OFF	RECNAV_NEXTSET_ON
GotoPreviousSet	RECNAV_PREVSET_OFF	RECNAV_PREVSET_ON
PositionOnRow	ROW_ON	ROW_OFF

The following is the configuration of the drilldown objects for the list applet HTIM Opportunity List Applet - No Buttons. The drilldown objects are listed in two tables.

Property	Name	Hyperlink Field	View	Business Component
Value	Line of Business	Name	Opportunity Detail - Contacts View	Opportunity
Value	Primary Account	Account	Opportunity Detail - Contacts View	Account

Continuing from the previous table, this table lists additional properties of the same drilldown objects (listed in the Name column).

Name	Menu Text	Sequence	Source Field	Destination Field
Line of Business	Go To Products	2		Id
Primary Account		14	Account Id

The following is the configuration of the applet web templates for the list applet HTIM Opportunity List Applet - No Buttons.

Property	Value
Name	Base
Type	Edit List
Web Template	Applet List (Base/EditList)
Upgrade Behavior	Preserve

The following is the configuration of the applet web template items.

Control Name	Control	Type	Item Identifier
Account	Account	List Item	503
GotoNextSet	GotoNextSet	Control	123
GotoPreviousSet	GotoPreviousSet	Control	122
Name	Name	List Item	502
PositionOnRow	PositionOnRow	Control	144
Primary Revenue Amount	Primary Revenue Amount	List Item	506
Primary Revenue Win Probability	Primary Revenue Win Probability	List Item	507
Sales Cycle	Sales Cycle	List Item	508

Configuration Example for a Timeline Applet: HTIM Dashboard TimeLine VBC Applet

The following is the configuration of the timeline applet named HTIM Dashboard TimeLine VBC Applet, which is part of the sample configuration for the Siebel High Tech and Industrial Manufacturing dashboard.

Property Name	Value	Comment
Name	HTIM Dashboard TimeLine VBC Applet
Project	HTIM Design Project
Business Component	Timeline VBC
Class	CSSSWEFrameList
Title	Recent Actions
Type	Standard	By default, the type is Standard.
Upgrade Behavior	Preserve	This property can be anything, as per the customer's scenario. This is generic applet functionality.
HTML Number of Rows	12

The following is the configuration of the controls for the timeline applet HTIM Dashboard TimeLine VBC Applet.

Property	Name	Caption	HTML Type	Method Invoked	Runtime	Show Popup
Value	ActionFilter	Activity	MiniButton	Filter\|Action Copy
Value	AppletTitle		Text
Value	ContactFilter	Contact	MiniButton	Filter\|Contact
Value	DateFilterButton	Date	MiniButton	ShowPopup	yes	yes
Value	List		Text
Value	New Button	New	MiniButtonNew	ShowPopup	yes	yes

The following is the configuration of the control user properties for these controls.

Control	Name	Value
ActionFilter	ClientPMUserProp	Filter Image
ActionFilter	Filter Image	siebui-icon-activities_icon
AppletTitle	KeepContext	TRUE
AppletTitle	View	Account Detail - Orders View
ContactFilter	ClientPMUserProp	Filter Image
ContactFilter	Filter Image	siebui-icon-contacts_icon
DateFilterButton	Mode	New
DateFilterButton	Popup	Dashboard Timeline Date Filter PopUp Applet
NewButton	Mode	New
NewButton	Popup	Dashboard Timeline Activity PopUp Applet

The following is the configuration of the drilldown objects for the timeline applet HTIM Dashboard TimeLine VBC Applet.

Property	Name	Hyperlink Field	View	Business Component	Source Field	Destination Field
Value	GotoActivities	Description	Activity Attachment View	Action	Artifact Id	Activity Id
Value	GotoContact	Description	Contact Detail View	Contact	Artifact Id	Id

The following is the configuration of the drilldown destinations for these drilldown objects.

Drilldown Object	Name	Value	Field	Destination Drilldown Object	Sequence
GotoActivities	GotoContact	Contact	Type	GotoContact	1

The following is the configuration of the list and list map (in List Columns).

Name	Field	HTML Type	Display Name
Artifact Id	Artifact Id	Text	Id
Date	Date	PlainText	Date
Description	Description	Text	Description
Type	Type	Text	Type
Type Image	Type Image	Text	Type Image

The following is the configuration of the applet web templates for the timeline applet HTIM Dashboard TimeLine VBC Applet.

Property	Value
Name	Edit List
Type	Edit List
Web Template	Applet Vertical TimeLine
Upgrade Behavior	Preserve

The following is the configuration of the applet web template items.

Control Name	Control	Type	Item Identifier
ActionButton	ActionFilter	Control	133
ContactButton	ContactFilter	Control	134
Date	Date	List Item	501
DateFilterButton	DateFilterButton	Control	156
Description	Description	List Item	503
NewButton	NewButton	Control	155
Type	Type Image	List Item	502

The following is the configuration of the applet user properties for the timeline applet HTIM Dashboard TimeLine VBC Applet.

Name	Value
CanInvokeMethod: NewQuery	N
Data Map	HTIM Dashboard TimeLine DataMap

To map the physical renderer for the timeline applet HTIM Dashboard TimeLine VBC Applet:

Navigate to Administration - Application screen and then to the Manifest Administration view.

You must register the new applet (such as HTIM Dashboard TimeLine VBC Applet) with physical renderer settings. This task is needed for automation support and for supporting a custom CSS style class.

In the UI Objects list, create a new record with values like the following:

Type	Usage Type	Name
Applet	Physical Renderer	<AppletName>

In the Object Expression list, create a new record with the following value:

Level
1

In the Files list, create a new record with the following values:

Level	Name
1	siebel/timelinerenderer.js

Navigate to the Administration - Application screen and then to the Data Map Administration view. Configure the data map for the timeline applet HTIM Dashboard TimeLine VBC Applet.

Note: Data Maps 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. You do not need an editable Workspace to create and edit Data Maps in your Production environment.

Name	Source Business Object	Destination Business Object
HTIM Dashboard TimeLine DataMap	WebCallCenter Home	WebCallCenter Home

The following is the configuration of the data map components for this data map.

Name

Source Business Object

Destination Business Object

Advanced Options

Action

Action Copy

Timeline VBC

1. Merge To Destination = Y

2. Source Search Specification = ([Updated By] = LoginId() or [Created By] = LoginId()) AND [Updated] > (Today() - 7)

Contact

Timeline VBC

1. Merge To Destination = Y

2. Source Search Specification = ([Updated By] = LoginId() or [Created By] = LoginId()) AND [Updated] > (Today() - 7)

The following is the configuration of the data map fields for Action.

Source Type	Source	Destination Type	Destination
Expression	"Action"	Field	Type
Expression	"siebui-icon-activities_icon"	Field	Type Image
Field	Activity Id	Field	Artifact Id
Expression	IIF([Description] IS NOT NULL,[Description],[Id])	Field	Description
Field	Updated	Field	Date

The following is the configuration of the data map fields for Contact.

Source Type	Source	Destination Type	Destination
Expression	"Contact"	Field	Type
Expression	"siebui-icon-contacts_icon"	Field	Type Image
Field	Full Name	Field	Description
Field	Id	Field	Artifact Id
Field	Updated	Field	Date

Note: Due to Siebel limitation of having the same business component on 2 independent applets in the same view, we have used Action Copy for Timeline and Action for Calendar in HTIM dashboard. In the sample dashboard, timeline applet maps to Action Copy business component and calendar maps to Action business component due to which the activity added using the timeline applet will not be reflected in the calendar.

Configuration Example for a Salutation Applet: Salutation Applet HTIM

The following is the configuration of the salutation applet named Salutation Applet HTIM, which is part of the sample configuration for the Siebel High Tech and Industrial Manufacturing dashboard.

Property Name	Value	Comment
Name	Salutation Applet HTIM
Project	HTIM Design Project
Business Component	Salutation (eApps)
Class	CSSFrameSalutation
Title	Salutation
Type	Standard	By default, the type is Standard.
Upgrade Behavior	Preserve	This property can be anything, as per the customer's scenario. This is generic applet functionality.

The following is the configuration of the applet web templates for the salutation applet Salutation Applet HTIM.

Property	Value
Name	Base
Type	Base
Web Template	Applet App Homepage Banner
Upgrade Behavior	Preserve (this will automatically come once the applet is refreshed)

The following is the configuration of the applet web template items.

Control Name	Property	Value
Salutation text	Name	Salutation text
Salutation text	Control	Explorer
Salutation text	Item Identifier	90
Salutation text	Type	Control

The following is the configuration of the controls for the salutation applet Salutation Applet HTIM.

Property	Name	Caption	HTML Height	HTML Type	Method Invoked
Value	AppletGraphics	Salutation		Caption	GotoView
Value	Explorer			Text

To map the physical renderer for the salutation applet Salutation Applet HTIM:

Navigate to Administration - Application screen and then to the Manifest Administration view.

You must register the new applet (such as Salutation Applet HTIM) with physical renderer settings. This task is needed for automation support and for supporting a custom CSS style class.

In the UI Objects list, create a new record with values like the following:

Type	Usage Type	Name
Applet	Physical Renderer	<AppletName>

In the Object Expression list, create a new record with the following value:

Level
1

In the Files list, create new records with the following values:

Level	Name
1	siebel/salutationpr.js

The following is the configuration of a rule set and rules for the salutation applet Salutation Applet HTIM. Do this configuration in the Administration - Personalization screen, then the Applets view. First create rule set Employee HTIM Salutation, then create individual rules.

The following is the configuration of Rule1 through Rule5.

Rule1	Value
Name	NamePrefix1
Rule Type	Expressions
Sequence	1
Active	Yes
Conditional Expression	(GetProfileAttr ('Full Name') IS NOT NULL)
Include Expression	"<div style='height: 120px;'><span class='siebui-salutation-applet-title'>" + GetProfileAttr ("Me.M/M") + GetProfileAttr ("Me.First Name") + " " + GetProfileAttr ("Me.Last Name") + "</span>"

Rule2	Value
Name	NamePrefix2
Rule Type	Expressions
Sequence	2
Active	Yes
Include Expression	"<br /><br/><div>" + LookupValue("SALUTATION","SIEBEL_HTIM") + " "+"!"

Rule3	Value
Name	DatePrefix
Rule Type	Expressions
Sequence	3
Active	Yes
Include Expression	"<div>" + LookupValue("SALUTATION","DATE_PREFIX") + " "

Rule4	Value
Name	Date
Rule Type	Invoke Method
Sequence	4
Active	Yes
Method Name	LongDate

Rule5	Value
Name	DateSuffix
Rule Type	Expressions
Sequence	5
Active	Yes
Include Expression	"</div></div>"

Note: After adding rules, click Menu in the applet and choose Reload Personalization Rules.

The following is the configuration of lists of values. Do this configuration in the Administration - Data screen, then the Lists of Values view.

Lists of Values	Value
Type	SALUTATION
Display Value	Welcome to HTIM Dashboard
Language- Independent Code	SIEBEL_HTIM
Sequence	19
Active	Yes
Translate	Yes

Note: After adding lists of values, click Clear Cache.

Configuration Example for an Infolet Applet: HTIM Lead Infolet Applet

The following is the configuration of the infolet applet named HTIM Lead Infolet Applet, which is part of the sample configuration for the Siebel High Tech and Industrial Manufacturing dashboard.

Property Name	Value	Comment
Name	HTIM Lead Infolet Applet
Project	HTIM Design Project
Business Component	PUB Lead
Class	CSSSWEFrameInfolet	The infolet framework class, which invokes object manager aggregation methods and constructs the CSS class based on the business component mapped to the applet.
Title	Active Leads	For example, the title might be Active Leads. This is not the title that is shown in the infolet.
Type	Standard	By default, the type is Standard.
Upgrade Behavior	Preserve	This property can be anything, as per the customer's scenario. This is generic applet functionality.

The following is the configuration of the applet web templates for the infolet applet HTIM Lead Infolet Applet. (Use this information for all other infolets described in this topic.)

Property	Value
Name	Base
Type	Base
Web Template	CCAppletInfoletTile
Upgrade Behavior	Preserve (this will automatically come once the applet is refreshed)

The following is the configuration of the applet web template items.

Control Name	Property	Value	Description
AppletTitle	Name	AppletTitle
AppletTitle	Control	AppletTitle
AppletTitle	Item Identifier	184	184 is the item identifier specified in the infolet web template (infolet framework) for mapping the applet title.
AppletTitle	Type	Control
LinkCtrl	Name	LinkCtrl
LinkCtrl	Control	LinkCtrl
LinkCtrl	Item Identifier	501	501 is the item identifier specified in the infolet web template (infolet framework) for mapping the value within the infolet.
LinkCtrl	Type	Control

The following is the configuration of the controls for the infolet applet HTIM Lead Infolet Applet.

Property	Name	Caption	HTML Type	Method Invoked	HTML Height	HTML Width
Value	AppletTitle	Active Leads	Caption
Value	LinkCtrl		Link	GotoView
Value	Record Count	Record Count	Field		30	30

The following is the configuration of the control user properties for these controls.

Control	Name	Value
LinkCtrl	OverrideDisplayTextWithData	Record Count
LinkCtrl	View	PUB Leads List View - Read Only
Record Count	Count Function Pivot Field	Id

Configuration Example for an Infolet Applet: HTIM Opportunity Count Infolet Applet

The following is the configuration of the infolet applet named HTIM Opportunity Count Infolet Applet, which is part of the sample configuration for the Siebel High Tech and Industrial Manufacturing dashboard.

Property Name	Value	Comment
Name	HTIM Opportunity Count Infolet Applet
Project	HTIM Design Project
Business Component	Opportunity	The business component from where the data is aggregated. For example, Opportunity.
Class	CSSSWEFrameInfolet	The infolet framework class, which invokes object manager aggregation methods and constructs the CSS class based on the business component mapped to the applet.
Title	Open Opportunities	For example, the title might be Open Opportunities. This is not the title that is shown in the infolet.
Search Specification	[Close Date] >= (Today ())	The search specification of the applet that is used for the aggregate function.
Type	Standard	By default, the type is Standard.
Upgrade Behavior	Preserve	This property can be anything, as per the customer's scenario. This is generic applet functionality.

Review the configuration for the applet web templates and applet web template items for the infolet applet HTIM Opportunity Count Infolet Applet. (For details, see the information for the infolet applet HTIM Lead Infolet Applet, earlier in this topic.)

The following is the configuration of the controls for the infolet applet HTIM Opportunity Count Infolet Applet.

Property	Name	Caption	HTML Type	Method Invoked	HTML Height	HTML Width
Value	AppletTitle	Open Opportunities	Caption
Value	LinkCtrl		Link	GotoView
Value	Record Count	Record Count	Field		30	30

The following is the configuration of the control user properties for these controls.

Control	Name	Value
LinkCtrl	OverrideDisplayTextWithData	Record Count
LinkCtrl	View	Opportunity List View
Record Count	Count Function Pivot Field	Id

Configuration Example for an Infolet Applet: HTIM Overdue Activity Infolet Applet

The following is the configuration of the infolet applet named HTIM Overdue Activity Infolet Applet, which is part of the sample configuration for the Siebel High Tech and Industrial Manufacturing dashboard.

Property Name	Value	Comment
Name	HTIM Overdue Activity Infolet Applet
Project	HTIM Design Project
Business Component	Action	The business component from where the data is aggregated. For example, Action.
Class	CSSSWEFrameInfolet	The infolet framework class, which invokes object manager aggregation methods and constructs the CSS class based on the business component mapped to the applet.
Title	Overdue Activities	For example, the title might be Overdue Activities. This is not the title that is shown in the infolet.
Search Specification	[Planned] <= Today () AND EXISTS ([Owned By] = LoginName())	The search specification of the applet that is used for the aggregate function.
Type	Standard	By default, the type is Standard.
Upgrade Behavior	Preserve	This property can be anything, as per the customer's scenario. This is generic applet functionality.

Review the configuration for the applet web templates and applet web template items for the infolet applet HTIM Overdue Activity Infolet Applet. (For details, see the information for the infolet applet HTIM Lead Infolet Applet, earlier in this topic.)

The following is the configuration of the controls for the infolet applet HTIM Overdue Activity Infolet Applet.

Property	Name	Caption	HTML Type	Method Invoked	HTML Height	HTML Width
Value	AppletTitle	Overdue Activities	Caption
Value	LinkCtrl		Link	GotoView
Value	Record Count	Record Count	Field		30	30

The following is the configuration of the control user properties for these controls.

Control	Name	Value
LinkCtrl	OverrideDisplayTextWithData	Record Count
LinkCtrl	View	Activity List View
Record Count	Count Function Pivot Field	Id

Configuration Example for an Infolet Applet: HTIM Pending Orders Infolet Applet

The following is the configuration of the infolet applet named HTIM Pending Orders Infolet Applet, which is part of the sample configuration for the Siebel High Tech and Industrial Manufacturing dashboard.

Property Name	Value	Comment
Name	HTIM Pending Orders Infolet Applet
Project	HTIM Design Project
Business Component	Order Entry - Orders	The business component from where the data is aggregated. For example, Order Entry - Orders.
Class	CSSSWEFrameInfolet	The infolet framework class, which invokes object manager aggregation methods and constructs the CSS class based on the business component mapped to the applet.
Title	Pending Orders	For example, the title might be Pending Orders. This is not the title that is shown in the infolet.
Search Specification	[Status] <> LookupValue (FS_ORDER_STATUS, Closed) AND [Status] <> LookupValue (FS_ORDER_STATUS, Cancelled) AND [Order Type] = LookupValue (FS_ORDER_TYPE, "Sales Order") AND [Order Date]<=Today()	The search specification of the applet that is used for the aggregate function.
Type	Standard	By default, the type is Standard.
Upgrade Behavior	Preserve	This property can be anything, as per the customer's scenario. This is generic applet functionality.

Review the configuration for the applet web templates and applet web template items for the infolet applet HTIM Pending Orders Infolet Applet. (For details, see the information for the infolet applet HTIM Lead Infolet Applet, earlier in this topic.)

The following is the configuration of the controls for the infolet applet HTIM Pending Orders Infolet Applet.

Property	Name	Caption	HTML Type	Method Invoked	HTML Height	HTML Width
Value	AppletTitle	Pending Orders	Caption
Value	LinkCtrl		Link	GotoView
Value	Record Count	Record Count	Field		30	30

The following is the configuration of the control user properties for these controls.

Control	Name	Value
LinkCtrl	OverrideDisplayTextWithData	Record Count
LinkCtrl	View	Order Entry - All Orders View (Sales)
Record Count	Count Function Pivot Field	Id

Configuration Example for an Infolet Applet: HTIM Forecast Latest Infolet Applet

The following is the configuration of the infolet applet named HTIM Forecast Latest Infolet Applet, which is part of the sample configuration for the Siebel High Tech and Industrial Manufacturing dashboard.

Property Name	Value	Comment
Name	HTIM Forecast Latest Infolet Applet
Project	HTIM Design Project
Business Component	Forecast 2000 -- Forecast	The business component from where the data is aggregated. For example, Action.
Class	CSSSWEFrameInfolet	The infolet framework class, which invokes object manager aggregation methods and constructs the CSS class based on the business component mapped to the applet.
Title	Latest Forecast	For example, the title might be Latest Forecast. This is not the title that is shown in the infolet.
Search Specification	[Owner Login] = LoginName() AND [Forecast View Mode] <> LookupValue('FCST_VISIBILITY_TYPE', 'My Revenues - Indirect Sales')	The search specification of the applet that is used for the aggregate function.
Type	Standard	By default, the type is Standard.
Upgrade Behavior	Preserve	This property can be anything, as per the customer's scenario. This is generic applet functionality.

Review the configuration for the applet web templates and applet web template items for the infolet applet HTIM Forecast Latest Infolet Applet. (For details, see the information for the infolet applet HTIM Lead Infolet Applet, earlier in this topic.)

The following is the configuration of the controls for the infolet applet HTIM Forecast Latest Infolet Applet.

Property	Name	Caption	HTML Type	Method Invoked	HTML Height	HTML Width
Value	AppletTitle	Latest Forecast	Caption
Value	LinkCtrl		Link	GotoView
Value	Latest Forecast	Latest Forecast	Field		30	30

The following table shows how to configure the control user properties for these controls.

Control	Name	Value
LinkCtrl	OverrideDisplayTextWithData	Latest Forecast
LinkCtrl	View	Forecast 2000 -- Forecast View