Creating a Screen Home Page View

This task is a step in Process of Creating a Screen Home Page View.

After you define the business components, business objects, and applets, you can define the screen home page view to display the objects and data in the Siebel client. For more information, see Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data and see Creating a View.

To create a screen home page view

1. In Siebel Tools, click the File menu, and then click New Object.

2. In the New Object Wizards dialog box, click the General tab, click View, and then click OK.

3. Complete the New View dialog box using values from the following table, and then click Next.

   Property	Description
   Project	Choose ScreenHomePage.
   Name	Use the following format: Name of the target business component Screen Homepage View For example, Account Screen Homepage View.
   Title	Use the following format: Name of the target business component Home For example, Account Home.
   Business Object	Choose the business object for the home page. For example, Account. For more information, see Defining the Business Object for the Screen Home Page View.

4. In the View Web Layout - Select Template dialog box, choose View 25 50 25, and then click Next.

   The View 25 50 25 view web template provides a three column layout.

5. In the Web Layout - Applets dialog box, move the following applets to the Selected Applets window:

   • Layout Controls Applet

   • Name of the target business component Home Screen Homepage Banner

   • Public and Private View Link List Applet

   • Recent Record Name of the target business component List Applet

   • Screen Home Task Assistant List Applet

   • Name of the target business component Home Search Virtual Form Applet

   • Name of the target business component Home Add Virtual Form Applet Rapid Search Virtual

   For more information about the Rapid Add and Rapid Search applets, see Creating Simplified Screen Home Page Applets.

6. Click Next, and then click Finish.

7. In the View Web Layout Editor, verify the layout of the screen home page view using values from the following table.

   Applet	Location
   Rapid Search	First quadrant of the screen
   Rapid Add	Third quadrant of the screen
   Homepage Banner	Upper middle of the screen
   Public and Private View Link	Lower middle of the screen
   Screen Home Task Assistant List Applet	Second quadrant of the screen
   Recent Record	Fourth quadrant of the screen

8. Close the Web Layout Editor.

9. In the Object Explorer, expand the View tree, expand the View Web Template tree, and then click View Web Template Item.

10. In the View Web Template Items list, verify that the Applet Mode and Item Identifier properties are set correctly for each applet. Use values from the following table.

    Applet	Applet Mode	Item Identifier
    Rapid Search	Query	102
    Rapid Add	Edit	103
    Homepage Banner	Base	202
    Public and Private View Link	Base	203
    Screen Home Task Assistant List Applet	Base	302
    Recent Record	Base	303

11. For more information, see Properties of the Applet Web Template Item.