Creating a Pop-Up Wizard

You can create a set of pop-up applets that work like a wizard. The procedure you use to do this is similar to the procedure you use to define a dialog box that Siebel CRM opens from an applet. For more information, see Creating a Pop-Up Applet That Siebel CRM Opens from an Applet.

The parent applet must be in Edit mode.

To create a pop-up wizard

1. In Siebel Tools, click Applet in the Object Explorer.

2. In the Applets list, locate the pop-up applet you must modify.

3. Expand the Applet tree, and then click Applet Web Template.

4. In the Applet Web Templates list, add multiple templates:

   1. Add one template for each page in your wizard.

      Set the Type property to Edit for each template.

   2. Assign a different value to the Sequence property for each template.

      Use the Sequence property to define the order that Siebel CRM uses to display the templates when the user clicks through the wizard.

5. Add controls to the applet that allow the user to navigate between pages.

   For more information, see Adding Navigation Controls to a Pop-Up Wizard.

6. On the last template in the sequence, create a control named Finish that closes the applet, and then updates the parent applet.

7. Compile and test your modifications.

   For more information, see Using Siebel Tools.