Guidelines for Creating a View

If you create a view, then use the following guidelines:

• Use the guidelines for configuring access control. For more information, see Siebel Security Guide.

• Do not associate a view with more than one screen. If you do this, then problems with the Thread Manager might occur. When Siebel CRM saves a thread in the session file, it stores the name of the view without the name of the associated screen. If the user chooses a thread that navigates to a duplicate view, then Siebel CRM always navigates the user to one screen, even if it created the thread in the other screen. If you define the duplicate view as the default view on both screen tabs, then the user experiences an anomaly in the Siebel client. Siebel CRM chooses one screen tab as the active tab. It never displays the duplicate screen tab as an active tab. For more information, see Configuring the Thread Bar.

• Do not modify a view that Siebel CRM displays in the Administration - Server Configuration screen or in the Administration - Server Management screen. Siebel CRM reads information in these views from the Siebel Gateway registry. The Server Manager displays these views in the Siebel client. Siebel CRM does not support modifying a server view.

• Due to the specialized nature of the code that the calendar references, supported changes to the Siebel Calendar are limited to those specifically described in this guide and in Configuring Siebel Open UI.