1. SmartScript Administration Guide
  2. Overview of Upgrading to the Customer Dashboard

Overview of Upgrading to the Customer Dashboard

The Customer Dashboard replaces the SmartScript Dashboard from previous releases. The Customer Dashboard can be automatically updated from a SmartScript by following these steps:

  • Make sure the SmartScript Player applet is configured to notify the Customer Dashboard. The default state of the SmartScript Player applet is TRUE, allowing for this notification. For more information, see the section about accessing the SmartScript Player Applet object.

  • Make sure that the updated parameters are configured in Siebel Tools to reflect the updated changes. For more information, see the section about making sure the updated parameters are configured in Siebel Tools.

  • Update the Customer Dashboard by saving answers to the Customer Dashboard variables. For more information, see the section about updating the Customer Dashboard.

To update to the Customer Dashboard

  1. Navigate to Administration - SmartScript screen > Questions view.

  2. Select a question, and then click the More Info view tab.

  3. In the Save User Parameters field, enter the name of the parameter as it appears in the list of user properties for the Persistent Customer Dashboard business service in Siebel Tools.

    For example, “Fname”.

  4. Navigate to the Scripts view > Translations list.

  5. In the Dashboard Text field in the Translations list, enter the names of the variables from each question enclosed by brackets ([ ]), for example, [Fname].

    This notifies the SmartScript to pass this parameter to the Customer Dashboard. Enter only parameters that have been configured in the dashboard business service in this field. You must also make sure that the SmartScript Player applet is configured to notify the Customer Dashboard. The default state is TRUE. For more information see Configuring Siebel Business Applications.

To access the SmartScript Player applet object

  1. Lock your project in Siebel Tools.

  2. In the Applets list, select Smart Script Player Applet (Tree Only).

  3. Navigate to the Applet User Property list, and select Notify DashBoard.

  4. Do one of the following:

    • Set the value for Notify Dashboard to Y if you want the SmartScript Player applet to update the Customer Dashboard.

      This is the default value.

    • Set Notify Dashboard to N if you do not want the SmartScript Player applet to update the Customer Dashboard.

To make sure the updated parameters are configured in Siebel Tools

  1. Lock your project in Siebel Tools.

  2. In the Business Service list, select Persistent Customer Dashboard.

  3. Navigate to the Business Service User Prop list.

    This list displays the current configuration of the Customer Dashboard.

  4. Make sure that the parameters you entered in the procedure for updating the Customer Dashboard match the values in this list.

    This list is specifically used for updating the Customer Dashboard from a SmartScript. You can also update the Customer Dashboard from a SmartScript using Siebel VB or Siebel eScript. You must call the Persistent Customer Dashboard business service, and pass the appropriate parameters.

  5. Deploy your changes to the Siebel runtime repository.