Creating an Applet Toggle

Assume you use the Contact business component to store information about the preferred payment method that your customers use. Payment methods are cash, credit card, or check.

The following table describes the data requirements for each payment method.

Payment Method	Data Requirement
Cash	No special data requirements exist. The default payment method is Cash.
Credit Card	The following data is required: Credit Card Type Credit Card Number Expiration Date
Check	The following data is required: Checking Account Number Routing Number Driver License Number Driver License State

You can use a static toggle applet or a dynamic toggle applet for this example:

• To allow the user to toggle between the different applets, a static toggle applet requires the user to choose the applet from the Show list.

• A dynamic toggle toggles between applets that reference the value in the Payment Type field.

For more information, see Options to Toggle Between Applets in a View.

To create an applet toggle

1. In Siebel Tools, display the Applet Toggle object type.

   For more information, see Displaying a System Field in an Applet.

2. Create the following fields in the Contact business component:

   • Payment Method. Use a static, bound list that contains Cash, Credit Card, and Check.

   • Credit Card Type.

   • Credit Card Number.

   • Expiry Date.

   • Checking Account Number.

   • Routing Number.

   • Driver License Number.

   • Driver License State.

3. Display the Payment Method Field in the Contact Form Applet.

   This applet is the default applet that Siebel CRM uses if the preferred payment method of the contact is Cash.

4. Create two copies of the Contact Form Applet.

   Name one applet Contact Form Applet - Credit Card and the other applet Contact Form Applet - Check.

5. Display the following fields in the Contact Form Applet - Credit Card applet:

   • Credit Card Type

   • Credit Card Number

   • Expiry Date BC Fields

   If the preferred payment method of the contact is Credit Card, then the Contact Form Applet - Credit Card applet allows the user to enter credit card information for the contact.

6. Display the following fields in the Contact Form Applet - Check applet:

   • Checking Account Number

   • Routing Number

   • Driver License Number

   • Driver License

   • State BC Fields

   If the preferred payment method of the contact is Check, then the Contact Form Applet - Check applet allows the user to enter checking account information for the contact.

7. In the Object Explorer, click Applet, and then locate the Contact Form Applet in the Applets list.

8. In the Object Explorer, expand the Applet tree, click Applet Toggle, and then create a new applet toggle in the Applet Toggles list using values from the following table.

   Property	Value
   Applet	Contact Form Applet - Check
   Auto Toggle Field	Payment Method
   Auto Toggle Value	Check
   Name	Contact Form Applet - Check
   Parent Name	Contact Form Applet

   To create this example with a static toggle applet, leave the Auto Toggle Field and Auto Toggle Value properties empty.

9. Create another new applet toggle in the Applet Toggles list using values from the following table.

   Property	Value
   Applet	Contact Form Applet - Credit Card
   Auto Toggle Field	Payment Method
   Auto Toggle Value	Credit Card
   Name	Contact Form Applet - Credit Card
   Parent Name	Contact Form Applet

   To create this example with a static toggle applet, leave the Auto Toggle Field and Auto Toggle Value properties empty.

10. Set the Immediate Post Changes property of the Payment Method business component field to TRUE.

    If the Immediate Post Changes property is FALSE, then the toggle does not occur until the user saves the record.

11. Compile and test your modifications.

    For more information, see Using Siebel Tools.