PreviousNext JavaScript must be enabled to correctly display this content
  • Title and Copyright Information
  • Preface
  • 1 What’s New in This Release
    • What’s New in Configuring Siebel Business Applications, Siebel CRM 25.3 Update
    • What’s New in Configuring Siebel Business Applications, Siebel CRM 24.10 Update
    • What’s New in Configuring Siebel Business Applications, Siebel CRM 24.8 Update
    • What’s New in Configuring Siebel Business Applications, Siebel CRM 24.4 Update
    • What’s New in Configuring Siebel Business Applications, Siebel CRM 23.10 Update
    • What’s New in Configuring Siebel Business Applications, Siebel CRM 23.6 Update
    • What’s New in Configuring Siebel Business Applications, Siebel CRM 23.3 Update
    • What’s New in Configuring Siebel Business Applications, Siebel CRM 22.8 Update
    • What’s New in Configuring Siebel Business Applications, Siebel CRM 22.6 Update
    • What’s New in Configuring Siebel Business Applications, Siebel CRM 22.5 Update
    • What’s New in Configuring Siebel Business Applications, Siebel CRM 21.5 Update
  • 2 Architecture of Siebel CRM
    • Architecture of Siebel CRM
    • About Siebel Objects
      • How Siebel Tools Displays Relationships Between Objects
      • How This Book Describes Objects
      • Overview for Using This Book
      • Getting Help From Oracle
    • About the Siebel Object Architecture
      • Overview of the Physical User Interface Layer
        • Siebel Web Template
        • Siebel Tag
        • Cascading Style Sheet
      • Overview of the Logical User Interface Object Layer
        • Applet
        • View
        • Screen
        • Application
        • Page Tab
        • Screen Menu Item
        • Control
        • List Applet
        • List
        • List Column
        • Web Template, Applet Web Template, and View Web Template
        • Applet Web Template Item
        • View Web Template Item
      • Overview of the Business Object Layer
        • Business Component
        • Business Component Field
        • Join
        • Join Specification
        • Business Object
        • Business Object Component
        • Link
        • Multi-Value Group, Multi-Value Link, and Multi-Value Group Applet
        • User Property
        • Business Service
      • Overview of the Data Objects Layer
        • Table
        • Column
        • Index
      • Hierarchy of Object Types and Relationships
      • About Classes
    • About the Siebel Operating Architecture
      • Components That the Siebel Operating Architecture Uses
        • Object Manager
        • Siebel Web Engine
        • Data Manager
        • Extensible and Nonextensible Objects
      • Infrastructure That the Siebel Web Engine Uses
        • Where Siebel CRM Hosts Components
        • How You Can Use Siebel Tools to Build a View
      • How the Siebel Web Engine Creates a Siebel Application
      • Integration with Java EE
        • Java Beans Can Represent Siebel Integration Objects or Business Services
    • About Siebel Technologies That Configure Siebel CRM Behavior
      • Siebel Personalization
      • Task UI
      • Siebel Workflow
      • Siebel SmartScript
      • Siebel Assignment Manager
      • State Model
      • Siebel Pricer
  • 3 About Tables and Columns
    • About Tables and Columns
    • About Siebel Tables
      • Overview of Siebel Tables
      • Naming Format for a Siebel Table
      • How an Extension Table Stores Custom Data
        • Overview of an Extension Table
        • How a One-To-One Extension Table Extends Data Storage for a Single Business Component
        • How an Implicit Join Creates a Relationship Between a Base Table and a Business Component
        • An Explicit Join Creates a Relationship Between an Extension Table and a Business Component
        • A One-To-Many Extension Table Stores Data From Multiple Business Components
        • Summary of Support for Extension Tables and Extension Columns
      • How an Intersection Table Defines a Many-To-Many Relationship
        • Overview of an Intersection Table
        • How Siebel CRM Creates an Intersection Between Tables
        • How Siebel CRM Creates a Many-To-Many Relationship
        • Intersection Data in an Intersection Table
        • How Siebel CRM Uses an Implicit Join With an Intersection Table
      • About Columns and Indexes in a Siebel Table
        • Data Columns of a Siebel Table
        • Extension Columns of a Siebel Table
        • System Columns of a Siebel Table
        • Indexes of a Siebel Table
        • Index Columns of an Index
      • How a User Key Creates a Unique Set of Values
      • How the S_Party Table Controls Access
        • Guidelines for Using the S_PARTY_PER and S_PARTY_REL Tables
    • Options to Configure the Data Objects Layer
      • Options to Configure Predefined Objects and Perform Advanced Configuration
        • Options to Configure a Predefined Database Object
        • Options to Perform Advanced Configuration of Database Objects
      • Options to Use a Predefined One-to-One Extension Table
        • Determining Availability of a Predefined Extension Column
      • Options to Use a Predefined One-to-Many Extension Table
    • Guidelines for Configuring the Data Objects Layer
      • Overview of Guidelines for Configuring the Data Objects Layer
      • Guidelines for Creating a New Table
      • Guidelines for Adding an Extension Column to a Base Table
      • Guidelines for Creating a Custom Index
      • Guidelines for Creating a Function-Based Index
      • Guidelines for Creating a LONG Column
      • Guidelines for Modifying a Predefined One-to-One Extension Table
      • Guidelines for Creating a Custom One-to-One Extension Table
      • Guidelines for Configuring a Base Table or Configuring a One-To-Many Extension Table
      • Guidelines for Configuring a Foreign Key That Affects Enterprise Integration Manager
      • Guidelines for Creating a Custom Docking Rule
    • Limitations on Use of Direct SQL Against Siebel Databases
      • Definitions
      • Allowed and Forbidden SQL Usage
      • Exception Process
  • 4 About Business Components, Fields, Joins, and Links
    • About Business Components, Fields, Joins, and Links
    • About Business Components
      • Overview of Business Components
        • How Business Component Fields Reference Base Table Columns
        • A Business Component Can Reference Data from a Joined Table
        • You Can Reuse a Business Component
    • How a Business Component Gets Data from an External Database
      • Business Components That Hold Temporary Data for a Task UI
      • Creating a New Transient Business Component using the Web Tools Wizard
      • Class Property of a Business Component
        • Caution About Using Specialized Classes
      • How a Business Component Sorts Records
        • How Siebel CRM Sorts a Multi-Value Field
        • How Siebel CRM Sorts a Check Box Field
        • How the Visibility Mode Affects a Sort Specification
      • Guidelines for Creating a Business Component
        • Guidelines for Naming a Business Component
        • Guidelines for Creating a Business Component That References a Specialized Class
        • Guidelines for Configuring How a Business Component Sorts Records
        • Guidelines for Modifying a Predefined Business Component That Siebel CRM Does Not Use
    • About Business Component Fields
      • Overview of Business Component Fields
        • How a Business Component Field Provides Data to the Control or List Column of an Applet
      • How a Business Component Field Identifies the Type of Data
      • How a Business Component Field Calculates a Value
      • How a Business Component Field Sequences Records
        • How Siebel CRM Creates a Sequence Field
    • How Siebel CRM Defines Read-Only Behavior for a Business Component Field
      • How the BC Read Only Field User Property Works
      • How the Field Read Only Field User Property Works
      • How the Parent Read Only Field User Property Works
      • How the Parent Read Only Field: Business Component Name User Property Works
      • Guidelines for Using a Business Component User Property With the Admin Mode Property
      • System Fields of a Business Component
        • Relationship Between a System Field and a System Column
      • Guidelines for Defining the Name of a Business Component Field
    • About Joins
      • How Siebel CRM Creates a Join
        • How Siebel CRM Uses a Joined Field
        • How Siebel CRM Uses the Join Specification
        • How Siebel CRM Filters Duplicate Records From a Join In an Applet
      • Guidelines for Creating a Join
        • Guidelines for Creating Joins With a Party Table
    • About Multi-Value Links
      • How Siebel CRM Creates a Direct Multi-Value Link
        • About the Destination Field
        • About the Primary ID Field
        • About the Multi-Value Field
      • How Siebel CRM Creates an Indirect Multi-Value Link
        • Example of How Siebel CRM Creates an Indirect Multi-Value Link
        • Usage of a Predefined Indirect Multi-Value Link
    • About Links
      • How a Business Object Uses a Link
      • Visibility Rule Property of a Link
    • Creating a New Business Component using the Web Tools Wizard
  • 5 About Business Objects
    • About Business Objects
    • Business Objects and Business Components, Views, and Screens
      • Relationship Between a View or Screen and a Business Object
      • Example Parent and Child Relationships In a View That References a Business Object
    • How Siebel CRM Creates a Business Object
    • Guidelines for Creating a Business Object
      • Guidelines for Defining the Link Property of a Business Object Component
      • Siebel CRM Can Link an Applet Only to One Other Applet in a View
  • 6 About Applets, Controls and List Columns
    • About Applets, Controls and List Columns
    • About the Form Applet and List Applet
      • How Siebel CRM Creates a Form Applet
      • How Siebel CRM Creates a List Applet
    • About Applet Controls and List Columns
      • Types of Applet Controls and List Columns
        • MiniButton Control and MiniButton List Column
        • Text Control and Text List Column
    • Options to Create an Applet
      • Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data
        • Qualities of the Applet Mode
      • Options to Filter Data That Siebel CRM Displays in an Applet
        • Parts of a Search Specification
        • How Siebel CRM Handles a Hierarchy of Search Specifications
        • How Siebel CRM Handles a Search Specification if Multiple Applets Are Involved
        • How the Applet Visibility Type Property Affects a Search Specification
        • Defining the Search Specification Property or the Sort Specification Property
      • Options to Determine How Siebel CRM Displays Controls and List Columns in a Siebel Application
        • How the Expression Property Determines If Siebel CRM Displays a Control or List Column
        • How Siebel Tools Modifies the Expression Property of the Applet Web Template Item
        • How an Application Mapping Affects Wizards
    • Guidelines for Creating an Applet
      • Guidelines for Naming an Applet
      • Guidelines for Creating an Applet Title
    • Guidelines for Creating a Control or List Column
      • Guidelines for Creating a Check Box
      • Guidelines for Creating a Text Control or List Column
  • 7 About Views, Screens, and Applications
    • About Views, Screens, and Applications
    • About the Siebel Client Navigation Model
    • About Views
      • About List-Form Views
      • About Master-Detail Views
        • How Siebel CRM Creates a Master-Detail View
    • About Screens
      • About Screen Views
        • How Siebel CRM Groups Aggregate Categories
        • How Siebel CRM Uses Screen Views in Each Navigation Level
        • Example of a Screen View Hierarchy
      • Guidelines for Creating a View
        • Guidelines for Naming a View
    • Options to Create a View or Screen
      • Options to Drill Down to Another View
        • How Siebel CRM Creates a Static Drilldown
        • Objects Siebel CRM Uses to Create a Dynamic Drilldown
      • Options to Toggle Between Applets in a View
    • About Applications
      • Guidelines for Creating an Application
  • 8 About Siebel Web Templates and Siebel Tags
    • About Siebel Web Templates and Siebel Tags
    • About Siebel Web Templates
      • Overview of Siebel Web Templates
        • Types of Siebel Web Templates
        • Development Environment You Use to Create HTML Output
        • Siebel Web Template Reuse
        • Flexibility of Use
        • Support for Multiple Browser Types
      • How Siebel CRM References Web Pages
        • About the Container Page
        • Container Page Elements
      • How Siebel CRM Uses HTML Frames in the Container Page
        • OD Tag That Defines the Set of Frames in a Document
        • OD Tag That Marks the Beginning and End of Content in a Frame
        • Nested Framesets
        • Example Frameset Code From a Container Page
    • About View Web Templates
      • Example Code of a View Web Template
      • Applet ID Tags
      • HTML Frames in a View Web Template
    • About Applet Web Templates
      • Overview of Applet Web Templates
        • Properties of the Applet Web Template
        • Properties of the Applet Web Template Item
      • About Grid Form Applet Templates
        • About the Body, Header, and Footer
      • About Nongrid Form Applet Templates
        • Example Code of a Nongrid Form Applet Template
        • Tags Included in a Nongrid Form Applet Template
      • About List Applet Templates
        • Example Code of a List Applet Template
        • Tags That a List Applet Template Includes
      • About Tree Applet Templates
        • How Siebel CRM Builds and Displays a Tree Applet
        • Example Code of a Tree Applet Template
        • Example Code of a Tree Applet Template That Displays the Tree in a Single Column
        • Tags That Siebel CRM Includes in a Tree Applet Template
      • About Catalog List Applets and Rich List Templates
        • Example of an Applet That Interweaves Records
        • Tags That Define the Layout for Nonroot Applets
        • Example of a Parent-Child Applet Relationship
    • About Siebel Tags
      • Overview of How Siebel CRM Uses Siebel Tags
        • Siebel Tag Usage in an HTML Tag
      • About Singleton and Multipart Tags, and the This Tag
        • About Singleton Tags and Multipart Tags
        • About the This Tag
      • About Iterator Tags
        • Determining the Current Value of the Iterator
      • About Search and Find Tags
        • Search and Find Applet Tags
        • Search Result Applet Tags
        • Summary of Search, Find, and Search Result Tags
      • About Siebel Conditional Tags
        • If Conditional Tag
        • Switch, Case, and Default Conditional Tags
        • Variable Conditional Tag
    • Guidelines for Configuring Siebel Web Templates and Siebel Tags
      • Guidelines for Using Modes with Web Templates
      • Guidelines for Using HTML Frames in a View Web Template
      • Guidelines for Creating HTML Frames in a Container Page
      • Guidelines for Using Cascading Style Sheets
      • Guidelines for Modifying a Predefined Query
  • 9 Configuring a Siebel Application
    • Configuring a Siebel Application
    • About Configuring a Siebel Application
      • Usage and Configuration of Nonlicensed Objects
    • Roadmap for Configuring a Siebel Application
    • Developing an Implementation Plan
      • Developing a Configuration Strategy
      • Developing a Plan to Control File Versions for the Physical User Interface Layer
    • Using Development Tools and Setting Up the Development Environment
      • Overview of the Development Process
      • Guidelines for Developing a Siebel Application
        • Guidelines for Naming an Object
        • Guidelines for Setting the Upgrade Ancestor Property
        • Guidelines for Modifying Configuration Files
      • Setting Up the Configuration File for Siebel Tools
      • Displaying Object Types You Use to Configure Siebel CRM
      • Creating Scripts to Configure Siebel CRM
        • Scripts That You Write for the Server
        • Browser Script Architecture
        • Creating Browser Scripts
        • Scripts That You Write for the Browser
  • 10 Reusing Predefined Objects
    • Reusing Predefined Objects
    • Reasons to Reuse or Not Reuse a Predefined Object
      • Reasons to Avoid Extensive Customization of Siebel CRM
      • Why Reusing Objects Is Important
    • Guidelines for Reusing a Predefined Object
      • Reasons to Reuse a Predefined Object
      • Guidelines for Reusing a Predefined Table
        • Guidelines for Overloading a Table
        • Guidelines for Using an Extension Table as the Base Table of a Business Component
        • Guidelines for Creating a New One-To-One Extension Table
        • Guidelines for Creating a New XM Table
        • Guidelines for Using a Table That Is Not an Intersection Table to Create an Intersection
        • Guidelines for Using a Table That Is Not Licensed
        • Guidelines for Using the S_PARTY Table to Support a Custom Party Type
      • Guidelines for Reusing a Predefined Business Component
        • Guidelines for Copying a Predefined Business Component
      • Guidelines for Reusing a Predefined Business Object
      • Guidelines for Reusing an Applet
      • Guidelines for Reusing a Predefined View
      • Guidelines for Reusing a Predefined User Interface Object
      • Reasons Not to Reuse a Predefined Object
        • Copying a Predefined Object Can Cause an Upgrade Problem
        • Copying a Predefined Object Can Cause Redundancy
        • Copying a Predefined Object Can Increase Complexity
        • Results of Reusing An Object Inappropriately
    • Process of Determining Whether You Can Reuse a Predefined Object
      • Determining Functional Fit for Reusing a Predefined Object
      • Determining Technical Fit for Reusing a Predefined Object
      • Determining Whether You Can Reuse a Predefined Table Column
        • Guidelines for Considering a Foreign Key Relationship
      • Determining Whether You Can Reuse a Predefined Business Component Field
        • Examples of Reusing a Business Component Field or Table Column
        • Sharing a Primary for a Multi-Value Link
      • Determining Whether You Can Reuse a Predefined Business Component
  • 11 Using the Entity Relationship Designer
    • Using the Entity Relationship Designer
    • About the Entity Relationship Designer
      • Example of How the Entity Relationship Designer Filters Business Components
      • Example of How the Entity Relationship Designer Filters Links and Joins
    • Process of Creating and Binding an Entity Relationship Diagram
      • Creating an Entity Relationship Diagram
      • Binding an Entity to a Business Component
      • Associating an Entity Attribute with a Business Component Field
      • Binding a Relationship to a Link or Join
    • Opening or Modifying an Entity Relationship Diagram
      • Opening an Entity Relationship Diagram
      • Viewing the Entities and Relations Lists of an ERD
      • Modifying the Properties of a Relationship
        • Using the Properties Window to Modify the Properties of a Relationship
        • Using the Entity Relations List to Modify the Properties of a Relationship
      • Copying the Drawing of an Entity Relationship Diagram
    • Modifying Shapes and Lines in the Entity Relationship Designer
      • Modifying Shapes in the Entity Relationship Designer
      • Modifying Relationships in the Entity Relationship Designer
      • Moving Shapes in the Entity Relationship Designer
      • Resizing Shapes in the Entity Relationship Designer
      • Zooming, Displaying, and Snapping the Grid
  • 12 Configuring Tables
    • Configuring Tables
    • Using the New Table Wizard to Create a New Table
      • Work That the New Table Wizard Performs
    • Creating a Custom Index
    • Adding an Extension Column to a Base Table
    • Configuring Objects to Use a One-To-Many Extension Table
    • Configuring an Extension Table
      • Creating a LONG Column on an Extension Table
      • Manually Creating a One-to-One Extension Table
      • Modifying a Custom Extension Table or Column
      • Deleting a Custom Extension Table or Column
    • Applying a Data Layer Customization to the Server Database
      • Downloading a Data Layer Customization to Remote Users
  • 13 Configuring Business Components, Links, and Business Objects
    • Configuring Business Components, Links, and Business Objects
    • Configuring a Business Component
      • Creating a New Business Component
      • Determining How a Business Component Sorts Records
      • Determining How a Business Component Sequences Records
      • Defining Read-Only Behavior for a Business Component
      • Creating a Recursive Join on a Business Component
      • Configuring a Business Component to Copy Child Records If the User Copies the Parent Record
      • Allowing the User to Set a Primary Team Member
    • Configuring a Business Component Field
      • Creating a New Business Component Field
      • Activating a Multi-Value Field
      • Validating Data That the User Enters in a Business Component Field
        • How Siebel CRM Validates Start and End Dates
      • Creating a Business Component Field That Displays More Than One Currency
        • Requirements for the Field That Contains the Converted Currency Amount
      • Configuring Client-Side Import to Update a Business Component Field
      • Creating a Joined Business Component Field
      • Creating a Predefault Value for a Joined Business Component Field
    • Configuring a Link
      • Configuring a Link That Deletes Child Records If the User Deletes the Parent Record
        • Guidelines for Using Cascade Delete
      • Configuring a Link That Creates a One-to-Many Relationship
      • Configuring Two Links That Create a Many-to-Many Relationship
      • Creating an Association Between One Parent and Multiple Child Records
        • How Siebel CRM Uses Denormalized Columns
    • Creating a Business Object
    • Configuring a Searchable Virtual Business Component
      • Creating a New Class Object
      • Creating a New Business Component
      • Creating a New Business Component User Property
      • Creating a New Applet
      • Creating a Workflow
  • 14 Configuring Views, Screens, and Applications
    • Configuring Views, Screens, and Applications
    • Process of Creating a View
      • Creating a View
      • Editing the Layout of a View
      • Registering and Associating a View with a Responsibility
    • Configuring a View
      • Using the Views List to Create a View
      • Configuring the Thread Bar
      • Defining the Drilldown Sequence to Configure Search for an Account
        • Configuring Search When No Drilldown Object Is Defined
      • Creating an Applet Toggle
      • Defining Whether a View Is Cachable
      • Creating a Secure View
      • Creating a View That Requires an Explicit User Login
      • Restricting Access to Records in a View
      • Troubleshooting a View That Siebel CRM Does Not Display in the Siebel Client
    • Process of Creating a Screen
      • Creating a Screen
      • Creating a Page Tab
      • Creating a Screen Menu Item
      • Creating a Screen View
      • Defining the Sequence That Siebel CRM Uses to Display Screen Views
    • Process of Creating a Screen Home Page View
      • Defining Business Components for the Screen Home Page View
      • Creating Links to Frequently Accessed Data
        • Requirements for a View Link
      • Determining How Siebel CRM Displays Recent Records
      • Defining the Business Object for the Screen Home Page View
        • Associating iHelp Items to Business Objects
      • Creating Simplified Screen Home Page Applets
      • Creating a Screen Home Page View
      • Adding the Screen View to the Screen
    • Creating and Deploying an Application
      • Creating a New Application
      • Configuring Keyboard Shortcuts for an Application or Applet
        • About Keyboard Shortcuts
        • Guidelines for Creating Keyboard Shortcuts
        • Creating a Keyboard Shortcut
        • Modifying or Hiding the Key Sequence
  • 15 Configuring Applet Layouts
    • Configuring Applet Layouts
    • Process of Using the Applet Web Template Editor
      • Setting the Language Mode of the Applet Web Template Editor
      • Defining the Applet Mode
      • Adding a Control or List Column to an Applet Layout
        • How Siebel Tools Treats Labels and Controls in a Grid Layout
        • Deleting a Control or List Column
      • Previewing the Applet Layout
    • Options for Configuring an Applet Layout
      • Configuring the Display Name for a Control Caption or List Column
      • Displaying a Parent Applet Field in the Title of a Detail Applet
      • Displaying a Subset of Fields or CRM Records
      • Displaying a Field Only If the User Chooses Show More
      • Setting the Input Method Editor Mode on a Control or List Column
      • Setting the Tab Order for Fields in an Applet
      • Format Toolbar for Web Tools
    • Using Grid Layout for an Applet
      • Applet Web Templates That Support Grid Layout
      • Accessing Grid Layout Web Templates
      • Using the Conversion Wizard to Convert a Form Applet to Grid Layout
        • How the Siebel Application Context Affects Controls That the Applet Web Template Conversion Wizard Converts
      • Modifying the Web Template to Convert a Form Applet to Grid Layout
      • Identifying an Applet or Applet Web Template That You Cannot Convert to a Grid Layout
      • Modifying the Background Color of an Applet
      • Troubleshooting a Grid Layout Conversion Problem
      • Guidelines for Working with Grid Layout
      • Guidelines for Arranging Controls in Grid Layout
  • 16 Configuring Applets
    • Configuring Applets
    • Creating an Applet
      • Creating a List Applet
        • Configuring How Siebel Tools Enters Data Into the Selected Controls Window
      • Creating a Form Applet
      • Creating a List Applet in Web Tools Using a Wizard
      • Creating a Multi-Value Group (MVG) Applet in Web Tools Using a Wizard
      • Creating a Pick Applet in Web Tools Using a Wizard
      • Creating a Tree Applet in Web Tools Using a Wizard
      • Creating a Form Applet in Web Tools Using a Wizard
    • Configuring Pop-Up Applets and Windows
      • Guidelines for Creating a Pop-Up Applet or Window
      • Creating a Pop-Up Control in an Applet
      • Creating a Pop-Up Applet That Siebel CRM Opens from an Applet
        • Calling a Method for an OK Control
      • Creating a Pop-Up Applet That Siebel CRM Opens from a Menu Item
      • Creating a New Command Object using the Web Tools Wizard
      • Creating a Pop-Up Wizard
        • Adding Navigation Controls to a Pop-Up Wizard
    • Configuring Applet Buttons, Controls, and List Columns
      • Configuring a Spell Check Button on an Applet
      • Calling a Method from a Button in an Applet
      • Identifying the Controls and List Columns That Siebel CRM Displays in the Siebel Client
      • Modifying the Text Style of a Control or List Column in an Applet
        • Guidelines for Modifying the Text Style of a Control or List Column in an Applet
      • Displaying Totals for a List Column in an Applet
        • Displaying the Sum of Values That Siebel CRM Displays in a List Column
        • Displaying a Total That Siebel CRM Derives from an Expression in a Business Component Field
        • Displaying Totals in a Separate Applet
      • Defining the Properties of a Control or List Column If HTML Type Is Text
        • How the Runtime Property Determines the Icon That Siebel CRM Displays with a Text Box
        • Defining the Display Format Property for Data That Is Not Text
      • Using a Control to Allow the User to Click a Link to Activate a Record
      • Displaying the Save Button
        • Displaying the Save Button in the Siebel Web Client
        • Displaying the Save Button in the Siebel Mobile Web Client
    • Configuring How Siebel CRM Displays Data in an Applet
      • Controlling How the User Creates, Edits, Queries, and Deletes CRM Data
        • Adding a Web Template to an Applet
      • Controlling Query Behavior If the User Presses CTRL+ENTER
      • Filtering Data That Siebel CRM Displays in an Applet
      • Displaying HTML Content in an Applet
        • Properties of a Control That Displays HTML Content
        • Using the Host Administration View
        • Using the Fixup Administration View
        • Displaying Fields as HTML Content
      • Displaying a System Field in an Applet
      • Avoiding Losing Context During a Drilldown
      • Configuring Quick Fill for a Custom Applet
    • Process of Configuring Drilldown from the Calendar Applet
      • Preparing Siebel Tools to Configure Drilldowns
      • Defining Fields in the Business Component
      • Defining the Applet User Properties
      • Creating the Drilldown Objects and Controls
      • Configuring a Different Icon for the Dynamic Drilldown
      • Configuring a Different Destination for the Dynamic Drilldown
  • 17 Configuring Special-Purpose Applets
    • Configuring Special-Purpose Applets
    • Configuring a Chart Applet
      • About Chart Applets
        • Example of a Chart That Includes Three Axes
        • Axis Terminology
      • Types of Charts
        • Bar Charts
        • Line Charts
        • Pie Charts
        • Scatter Charts
      • How Siebel CRM Creates a Chart Applet
        • Properties of the Chart Object
      • Using the Chart Applet Wizard to Create a Chart
      • Configuring Lists in Chart Applets
        • Required Properties of the Lists
        • Configuring the Show List of a Chart Applet
        • Configuring the By List of a Chart Applet
        • Configuring the Second By List of a Chart Applet
      • Configuring a Chart That Includes Multiple Lines Against One Y-Axis
      • Configuring a Chart That Includes Two Y Axes
      • Limiting and Sorting Axis Points
        • Sorting the Y-Axis
        • Sorting on the X-Axis or Z-Axis
      • Defining the Physical Appearance of a Chart
        • Using Properties of the Chart Element That Apply To the X-Axis Label
        • Defining the Text of the X-Axis or Z-Axis Title
      • Making an X-Axis Label Vertical
      • Defining the Size of a Chart Control
    • Configuring a Tree Applet
      • Overview of Configuring a Tree Applet
        • Example of a Tree Applet
        • Relationships Between Business Components, Business Objects, and Tree Applets
        • Objects of a Tree Applet
      • Using the Tree Applet Wizard to Create a Tree Applet
      • Configuring a Tree Node
        • Defining the Position Property of a Tree Node
      • Using the Applet Web Template Editor to Add a Tree Control
      • Configuring a Recursive Tree Applet
      • Configuring the Graphic Elements of a Tree Applet
        • Parameters You Can Modify That Determine How Siebel CRM Displays Graphic Elements in a Tree Apple
        • Using the Configuration File to Specify Parameters
        • Configuring How Siebel CRM Displays Text From Field Values
    • Configuring a Hierarchical List Applet
      • Running a Query on a Hierarchical List Applet
      • Viewing an Example of a Hierarchical List Applet
      • Configuring Indentation and Order of a Hierarchical List Applet
      • Limiting the Number of Records That Siebel CRM Returns in a Hierarchical List Applet
      • Configuring a Hierarchical List Applet to Use External Data
        • Creating the Virtual Business Component
        • Creating the Business Service for the Hierarchical List Applet
        • Implementing the Customization
    • Configuring a File Attachment Applet
      • Prefix for the Field Name
      • Configuring an Attachment Business Component
        • Fields in an Attachment Business Component
      • Configuring an Attachment Table
    • Configuring an Organization Analysis Applet
  • 18 Configuring Lists and Pick Applets
    • Configuring Lists and Pick Applets
    • About Lists and Pick Applets
      • About Static Lists
        • Viewing an Example of a Static List
        • How Siebel CRM Creates a Static List
        • About the Picklist Generic Business Component
        • Comparison of a Static List to a Dynamic List
      • About Pick Applets
        • Example of a Pick Applet
        • How Siebel CRM Creates a Pick Applet
        • Pick Applet Usage in Query Mode
      • About Dynamic Lists
        • Example of How Data Flows in a Pick Applet
        • How Siebel CRM Creates a Dynamic List
        • Originating Applet of a Dynamic List
        • Originating Business Component of a Dynamic List
        • How Siebel CRM Constrains a Dynamic List
      • About Hierarchical Lists
        • How Siebel CRM Creates a Hierarchy
        • Creating a Hierarchical List of Values
    • List and Pick Applet Configuration
      • Using the Pick List Wizard to Create a Static List
        • Creating a New List of Values Locally
      • Creating a Static List Manually
        • Creating a Sort Specification for a Static List
        • Using Calculated Fields with Bounded Lists
      • Using the Pick List Wizard in Web Tools
      • Using the Pick Applet Wizard to Create a Pick Applet
      • Using the Pick List Wizard to Create a Dynamic List
      • Constraining a Dynamic List
      • Creating a Hierarchical List
    • Creating a List of Values
      • Creating a New List of Values
    • Associating an Organization with a List of Values
      • Guidelines for Associating an Organization with a List of Values
      • Guidelines for Using Script to Associate a List of Values with an Organization
      • Creating a Value to Display for More Than One Organization
      • Using the Organization Specifier Property to Display Custom Lists of Values
  • 19 Configuring Multi-Value Group, Association, and Shuttle Applets
    • Configuring Multi-Value Group, Association, and Shuttle Applets
    • Creating Multi-Value Groups and Multi-Value Group Applets
      • About the Multi-Value Group Applet
        • Viewing an Example of a Multi-Value Group Applet
        • Relationships and Objects of a Multi-Value Group Applet
        • Properties of a Multi-Value Group Applet
      • How Siebel CRM Creates a Multi-Value Group
        • Example of Objects Siebel CRM Uses to Create a Multi-Value Group Applet
        • Originating Applet of a Multi-Value Group
        • Parent Business Component of a Multi-Value Group
        • Child Business Component of a Multi-Value Group
        • Guidelines for Creating Multi-value Group Applets and Pick Applets
      • Creating a Multi-Value Group
      • Creating a Multi-Value Group Applet
        • Including a New Button in a Multi-Value Group Applet
        • Using the Multi Value Group Wizard in Web Tools
    • About Association Applets
      • Overview of Association Applets
      • How Siebel CRM Creates an Association Applet
        • Specialized Controls That Siebel CRM Can Display in an Association Applet
      • How Siebel CRM Calls an Association Applet from a Master-Detail View
        • Viewing an Example of an Association Applet That Siebel CRM Calls from a Master-Detail View
        • How Siebel CRM Creates an Association Applet It Calls from a Multi-Value Group Applet
      • Constraining an Association Applet
    • About Shuttle Applets
      • How the Shuttle Applet Uses Web Templates
      • Viewing an Example of a Shuttle Applet
    • Creating a Shuttle Applet
      • Creating an Association Applet
      • Creating the Multi-Value Group Applet
      • Creating the View
  • 20 Configuring Menus, Toolbars, and Icons
    • Configuring Menus, Toolbars, and Icons
    • About Menus and Toolbars
      • Applet Menu
      • How Siebel CRM Handles a Menu or Toolbar Action
      • Objects That Siebel CRM Uses in a Menu or Toolbar
        • Command Object Type
        • Toolbar Object Type
        • Menu and Menu Item Object Types
        • Toolbar Item Object Type
        • Applet Method Menu Item Object Type
        • Class Method Menu Item Object Type
      • About the Method, Business Service, and Target Properties of the Command Object
        • How Siebel CRM Redirects a Method
        • Options for the Business Service Property
        • Options for the Target Property
        • Summary of the Target and Business Service Properties
    • Configuring Menus and Toolbars
      • Creating a Command Object
      • Creating a New Toolbar
      • Adding a New Toolbar Icon to a Predefined Toolbar
      • Activating Menu Items and Toolbars
      • Creating an Applet Menu
      • Activating or Suppressing an Applet Menu Item
        • Adding an Applet Menu Item
      • Using JavaScript to Configure a Toolbar
    • Configuring Icons
      • Overview of Configuring Icons That Siebel CRM Displays in Siebel Clients
        • How Siebel CRM Handles Image Files
        • Displaying Object Types You Use to Configure Icons
      • Configuring a Bitmap Category and a Bitmap
      • Displaying an Icon on a Button
      • Displaying an Icon as a Link
        • Using Custom HTML Types with a Link
      • Using Icons to Represent Values in a Field
        • Using a Default Icon in an Icon Map
      • Configuring Icons in a Tree Applet
        • How Applet Objects Reference an HTML Hierarchy Bitmap
        • Properties of an HTML Hierarchy Bitmap
  • 21 Configuring Siebel Web Templates
    • Configuring Siebel Web Templates
    • Configuring Siebel Web Templates and Web Pages
      • Editing the Layout of a Web Page
        • Multiple Image Display in the Web Layout Editor
      • Adding Graphics to a Web Template
      • Displaying Multiple Views on a Page
        • Using the LoadContentContainer Method to Load Multiple Views
        • Example Code of the CCMainView Web Template
      • Configuring How Siebel CRM Displays an Error That Occurs on the Siebel Server
        • Format of the OD Error Tag
        • Example of Using the Error Tag
    • Configuring Web Templates to Display Menus, Toolbars, and Thread Bars
      • Using Web Templates to Display Menus and Buttons
        • Example Code to Display an Application Menu
        • How the Menu Tag Displays a Menu
        • Example Code to Display Applet Buttons
      • Using Web Templates to Configure Toolbars
        • Tags That You Use with a Toolbar
        • Using Templates to Configure HTML and JavaScript Toolbars
        • Configuring a Java Toolbar
      • Using Web Templates to Configure the Thread Bar
        • How Siebel CRM Uses Bookmarks with the Thread Bar
        • Configuring the Thread Bar
        • Example Code to Configure the Thread Bar
    • Configuring an HTML Control Type
      • Comparison of Using Cascading Style Sheets and Siebel Web Templates to Configure an HTML Control Type
      • Creating a New HTML Type
      • How the Siebel Web Engine Uses a Custom HTML Type
        • Format Requirements of Siebel Web Format (SWF) Content
      • Configuring an HTML Type
        • Configuring an HTML Type for a Control
        • Configuring an HTML Type for an Applet Mode
        • Configuring an HTML Type when Siebel CRM Cannot Call a Method
        • Configuring an HTML Type to Indicate a Required Field
        • Using the Data Property of the OD This Tag
  • 22 Improving the Performance of Siebel CRM
    • Improving the Performance of Siebel CRM
    • Using the Case Insensitivity Wizard to Improve Query Performance
      • How a CIAI Index Can Improve a Query
        • How Siebel CRM Implements a CIAI Column and Index in a Database
        • Effect of CIAI Columns on Sorts
      • Overview of the Case Insensitivity Wizard
        • How the Case Insensitivity Wizard Verifies Eligibility
        • How the Case Insensitivity Wizard Applies a Naming Format
        • How the Case Insensitivity Wizard Limits the Length of An Object Name
        • How the Case Insensitivity Wizard Reports an Error
      • Variables You Can Use with the Case Insensitivity Wizard
        • Method Variable of the Case Insensitivity Wizard
        • Index Strategy Variable of the Case Insensitivity Wizard
        • How the Case Insensitivity Wizard Uses Default Values
      • Using the Case Insensitivity Wizard on a Table
        • Input File You Can Use with the Case Insensitivity Wizard
      • Using the Case Insensitivity Wizard on a Table Column
      • Using the Case Insensitivity Wizard on Columns That Do Not Contain an Index
      • Using the Case Insensitivity Wizard to Do Various CIAI Configuration Tasks
      • Using the Case Insensitivity Wizard to Deactivate CIAI Configuration
      • Choosing the Correct Repository when Running the Case Insensitivity Wizard
      • Limiting the Length of Schema Object Names Manually
      • Other Configurations to Set Case Sensitivity
        • Using CIAI with Siebel Remote
        • Using the ForceCase Property of a Field to Force Case Sensitivity
    • Improving the Performance of a Siebel Application
      • Preventing a Secondary Query on a Foreign Key
        • Configuring the Check No Match Property of a Multi-Value Link
      • Defining the Primary ID Field of a Multi-Value Link
        • Configuring the Use Primary Join Property of a Multi-Value Link
        • Configuring the Auto Primary Property of a Multi-Value Link
      • Modifying Custom Search Specifications
      • Using Declarative Configuration to Enable a Button
      • Improving Performance When Using Applet Toggles
      • Deactivating Unused Screens
      • Considering Factors That Affect Chart Performance
      • Considering Factors That Affect MLOV Performance
  • 23 Mapping a Custom Table to an Interface Table for Siebel EIM
    • Mapping a Custom Table to an Interface Table for Siebel EIM
    • Overview of Using Siebel EIM for Bulk Import and Export of Data
      • About Interface Tables
      • Object Types That Enterprise Integration Manager Uses
        • EIM Interface Table Object Type
        • EIM Interface Table Column Object Type
        • EIM Table Mapping Object Type
        • Interface Table User Key Usage Object Type
        • Attribute Mapping Object Type
        • Foreign Key Mapping Object Type
        • Foreign Key Mapping Column Object Type
        • User Key Object Type
        • User Key Column Object Type
        • User Key Attribute Object Type
        • User Key Attribute Join Object Type
    • Mapping a Custom Table to an Interface Table
      • Mapping a Custom Table to an Interface Table Using the EIM Table Mapping Wizard
      • Relations That the EIM Table Mapping Wizard Creates
      • Guidelines for Using the EIM Table Mapping Wizard
        • Restrictions on Adding or Modifying EIM Mappings
      • Starting the EIM Table Mapping Wizard for a Table That Does Not Use the Foreign Key
      • Deactivating Instead of Deleting an EIM Attribute Mapping
      • Modifying Data from NULL to No Match Row Id
    • Mapping a Table to an EIM Interface Table in Siebel Web Tools
  • 24 Configuring Dock Objects for Siebel Remote
    • Configuring Dock Objects for Siebel Remote
    • About Dock Objects
      • Types of Dock Object
      • Dock Object Table
      • Dock Object Visibility Rule
        • Types of Dock Object Visibility Rules
        • Example of a Dock Object Visibility Rule
    • Configuring Dock Objects
      • Reusing a Predefined Dock Object
      • Creating a New Dock Object
        • Guidelines for Using the Docking Wizard
        • How the Docking Wizard Behaves Depending on Where You Start It
        • How the Docking Wizard Creates Visibility Rules
        • Locking Related Projects
      • Adding a Dock Object Table to an Existing Dock Object
      • Verifying That Siebel Tools Created Dock Objects
      • Rebuilding the Databases After You Run the Docking Wizard
      • Cleansing Dock Objects
      • Creating a Table for a Dock Object
  • 25 Localizing Siebel CRM
    • Localizing Siebel CRM
    • Overview of Localizing a Siebel Application
      • About Localization in the Development Environment
        • Locale Object Types
        • Siebel Tools Language Mode
        • Checking Out and Checking in Locale Data
        • Locale Management Utility
        • Compiling and Deploying
      • Deleting a Control or List Column While in Language Override Mode
      • Localizing an Application Menu
      • Localizing Help
        • Predefined Localized Help
    • Localizing a Multilingual List of Values
      • Overview of Language-Independent Code
      • Configuring a Multilingual List of Values
        • Example of Determining Whether the List Is Bounded
        • Example of Translating Names That Siebel CRM Displays in a List of Values
        • Columns That You Cannot Use with an MLOV
      • Defining Properties of an MLOV
        • Modifying the Translate Property
      • Adding Records for All Supported Languages
      • Searching a Multilingual List of Values
        • Example of Searching a Multilingual List of Values
      • Searching Fields That an MLOV Controls
      • Deactivating an MLOV Record Instead of Deleting It
      • Guidelines for Localizing a Multilingual List of Values
        • Guidelines for Configuring a Multilingual List of Values
        • Guidelines for Using Code in an MLOV Configuration
        • Guidelines for Using Enterprise Integration Manager with an MLOV
        • Language-Independent Code Must Be Unique
    • Converting Your Current Data for an MLOV
      • Guidelines for Converting Your Current Data for an MLOV
      • Parameters You Use to Run the MLOV Converter Utility
      • Resuming the MLOV Converter Utility If an Error Occurs
      • Using the MLOV Converter Utility to Convert Multiple Languages
      • Troubleshooting Problems with an MLOV Conversion
        • Fixing an Inconsistently Bounded List of Values or an Improperly Set Translation Table Property
        • Fixing a LOV Domain That Is Not in the S_LST_OF_VAL Table
    • Configuring Certain Siebel Modules to Use MLOV Fields
      • Configuring Siebel Workflow to Use MLOV Fields
        • Preparing Policy Conditions and Action Arguments for an MLOV
        • Creating an Applet That Uses Language-Independent Code
        • Creating a List That Uses Language-Independent Code
        • Configuring the Workflow Policy and Workflow Policy Program Argument
      • Configuring Siebel Assignment Manager to Use MLOV Fields
        • Preparing Criteria Values and Criteria Skills for an MLOV
      • Configuring Siebel Anywhere to Use MLOV Fields
  • 26 Configuring Data Visualization
    • Configuring Data Visualization
    • About Data Visualization
    • About Data Visualization Components
      • Infolet Components
      • Timeline Components
      • Hierarchy Components
    • About Sample Industry Dashboards
      • Siebel Financial Services Dashboard
      • Siebel High Tech and Industrial Manufacturing Dashboard
      • Siebel Telecommunications Dashboard
    • Configuring Data Visualization Components
      • Configuring an Infolet to Display a Value for a Field
      • Configuring an Infolet to Display an Aggregate Field Value
      • Configuring a Form Infolet to Display Values for Multiple Fields
      • Configuring a List Infolet to Display a List of Records
      • Additional Configuration Tasks for All Infolets
      • Configuring Timeline Components
      • Configuring Hierarchy Components
    • Creating a New Data Visualization Dashboard
  • 27 Configuring the Customer Dashboard
    • Configuring the Customer Dashboard
    • Overview of the Customer Dashboard
      • Object Types That the Customer Dashboard Uses
    • Enabling the Customer Dashboard
    • Process of Configuring the Customer Dashboard
      • Adding a Business Component to the Customer Dashboard
        • About the Business Component List
      • Mapping a Business Component Field to a Customer Dashboard Field
        • Configuring a Customer Dashboard Field to Display Data According to Context
    • Modifying the Appearance and Layout of the Customer Dashboard
      • Creating a Label for a Customer Dashboard Field
      • Formatting a Customer Dashboard Phone Number Field
      • Modifying the Go To List in the Customer Dashboard
        • Referencing a Foreign Key Field from the Go To List
        • Configuring the Label for the View in the Go To List
      • Modifying the Background Color and Border of the Customer Dashboard
      • Adding a Custom Control to the Customer Dashboard
      • Modifying a Custom Control in the Customer Dashboard
      • Options to Update the Customer Dashboard
        • Overview of Updating the Customer Dashboard
      • Configuring a Button to Update the Customer Dashboard
        • Updating the Customer Dashboard With Data from a Virtual Business Component
        • Customer Dashboard Allows Only One Update for Each User Interface Event
      • Configuring Communications Events to Update the Customer Dashboard
        • Calling the Customer Dashboard Business Service from the Communications Event Log
      • Configuring SmartScript to Update the Customer Dashboard
        • Updating the Customer Dashboard from Scripts That Siebel CRM Runs in SmartScript
      • Using Siebel Visual Basic or Siebel eScript to Update Information in the Customer Dashboard
        • Command to Get the Record ID of the Current Dashboard Record
        • Command to Get the Value of the Current Dashboard Field
        • Update Dashboard Command
        • Examples of Using Customer Dashboard Commands with Scripts
      • Using Personalization to Update the Customer Dashboard
  • 28 Reference Materials for Configuring Siebel CRM
    • Reference Materials for Configuring Siebel CRM
    • Properties of Object Types
      • Properties of a Siebel Table
      • Properties of a Table Column
        • Physical Type Property of a Table Column
        • Type Property of a Table Column
      • Properties of an Index of a Siebel Table
      • Properties of an Index Column
      • Properties of a Business Component
      • Type Property of a Business Component Field
        • Formats for the Date Physical Type
        • Formats for a DTYPE_NUMBER Business Component Field
      • Display Format Property of a Control or List Column
        • How Siebel CRM Handles Certain Date Formats
      • Properties of a Screen View
      • Properties of an Application
      • Properties of Objects You Use with a Menu or Toolbar
        • Properties of a Command
        • Properties of a Toolbar
        • Properties of a Menu Item
        • Properties of a Toolbar Item
        • Properties of an Applet Method Menu Item
        • Properties of a Class Method Menu Item
    • Types of Applet Controls and List Columns
    • Objects You Use with Enterprise Integration Manager
      • Properties of the EIM Interface Table
      • System Columns of the EIM Interface Table
      • EIM Interface Table Columns to Facilitate EIM Processing
      • EIM Interface Table Columns for Processing a Mapping to a Defined Table
      • EIM Interface Table Columns for Processing a Foreign Key
      • EIM Interface Table Columns for Foreign Keys
      • EIM Interface Table Columns for Attributes on the Target Table
      • EIM Table Mappings That Reference the Target Table
      • Attribute Mapping Properties of EIM Interface Columns That EIM Creates
      • Foreign Key Mapping Properties of Foreign Key Columns on the Target Table
      • Foreign Key Mapping Columns for Foreign Key Mappings
    • Types of Tables and Columns That CIAI Query Supports
    • Extensive Code Examples That This Book Uses