Flexibility of Use

Siebel CRM comes with many predefined applet web templates and view web templates that you can modify. To support your business processes, it might not be necessary for you to modify any of the applet web templates and view web templates. In some situations, especially with customer and partner applications, you can modify predefined templates to reflect the look and feel that your company requires. You can create entirely new templates.

A Siebel web template can include another Siebel web template. Siebel CRM uses this configuration to improve efficiency. For example, to separate how Siebel CRM handles an applet title from how it handles the applet body, you can create a template file that includes the title in the applet template. This configuration allows you to define an applet layout one time, and then combine it with multiple different title layouts.

A Siebel web template must use valid HTML. It is recommended that you do not add JavaScript beyond what the Siebel Web Engine already creates. If it is necessary to add JavaScript, it is recommended that you create a custom Presentation Model (PM) or Physical Renderer (PR). For more information, see Configuring Siebel Open UI.

You can use Siebel Tools or an external editor to modify a template. For more information, see Using Siebel Tools.