Using a View Web Template Editor

You sometimes have to modify an existing view to add a new applet or remove an existing one. You can do these tasks in View Web Template Editor, which is available in IDE. For more information about IDE, see Overview of Integrated Development Environment.

To use a View Web Template editor

1. Create or open a Workspace.

2. In the Object List Editor, click View and search for a view where you want to add a new applet.

   For example, search for Account List View.

3. In the View Web Template of the view, click Preview to view the IDE for View Web Template Editor.

   The IDE for the view appears. The Property pane in the IDE displays the property of the selected view web template similar to that in Object List Editor.

4. Select a form factor in which to view your changes. The default view is Desktop.

5. In the Library pane, search for an applet that you want to add to the view.

   For example, search for Account Contact List Applet.

6. Select the applet and, with the mouse button depressed, move the selected applet onto an unused placeholder and then release the mouse button. The Properties pane displays the property for the new applet.

   For example, move it to placeholder 14. If the placeholder is not visible, then click the plus sign on the canvas until you reach it or move to any unused placeholder.

7. To preview your changes in an application, select it from the Applications drop-down list (for example, select Siebel Universal Agent to preview changes in the Call Center application) and then proceed as follows:

   • If the application is configured as viewable, then click the arrow button next to the Application drop-down list to preview the changes from within Web Tools.

     Log in to the chosen application in the pop-up dialog box that opens in the View Web Template Editor.

     The preview shows your selected view and applet in the application.

     Note: You can view the selected application as per your login credentials but cannot make any change to it due to viewing it in the preview mode. To submit your changes, directly log in to the application, go to the Workspace Dashboard and then click Inspect.

   • If the application is not yet configured as viewable within Web Tools, then a pop-up message prompts you to set the URLApp application user property for the selected application.

     1. Click OK in the pop-up message.

        Web Tools automatically takes you to Application, Application User Props of Siebel Universal Agent in the Object Explorer.

        Note: You can click Cancel in the pop-up message to select another application or perform another task in the editor. However, the arrow button of the Applications drop-down list enables only after you enable the User Property of the application. At any time, you can click the Close button at the end of the title bar to exit the IDE.

     2. Create a new record in Application User Props and then enter the value as URLApp in the Name field.

     3. Enter the value as callcenter (or as appropriate for your customized application) in the Value field of the same record and repeat Step 3.

        Note: To know the value associated with the application, see the identifier that precedes the language in a typical Siebel URL such as http(s)://<server>:<port>/siebel/app/<application name>/<language> for http://siebeldemo:16001/siebel/app/callcenter/enu. The application name is also listed in the Application Interface Profile when you install Siebel. For more information about Siebel Application Interface Profile, see the Siebel Installation Guide.

     4. The View Web Template Editor for the required view web template displays and you can perform Step 7 to preview the application.