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Siebel 2001 Configuration ©Accenture Configuring Navigation - 1

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Please adjust volume to hear audio.Audio will play automatically for each slide upon advance.You may replay audio by clicking on the speaker icon in the upper right hand corner of each slide.


Configuring Navigation


Module Objectives

This module will attempt to:• Describe how to configure drilldown for a View

• Describe how to Enable the Thread Bar

• Describe the steps necessary to Configure Toggle Applets


Navigation Using Drilldown

• You can configure fields in a list for drilldown When the user clicks the field, the application navigates to

another view

• You can configure drilldown as static or dynamic Static: Clicking the hyperlink always navigates to the same

target view Dynamic: Clicking the hyperlink navigates to a target view

determined by values shown in the current view


Static Drilldown: Same Business Component

• Drill down to another view, keeping the business component (BC) context


Configuring Drilldown

• Create a new drilldown object Set the Hyperlink Field and View properties to enable static

drilldown

Return to Knowledge Check


Static Drilldown: Different Business Component

• Drill down to another view, changing the business component context


Configuring Drilldown to Different Business Component

• Create a new drilldown object for the applet Set Hyperlink field and View properties as before Set Business Component, Source Field, and Destination Field

properties to enable drilldown to a view based on a different parent record


Siebel 2001 Configuration ©Accenture

Configuring Navigation - 10

Lab Activity

• Now is your chance to practice some of the concepts we've just covered.

• Proceed to Lab 1 for this module.

• Once you have completed this section, resume viewing the presentation where you left off.



Activity Recap

Question Answer

How do you can identify a drilldown in the application?

Where do you create and/or modify Drilldowns?

Now that you have completed Lab 1, you should be able to answer the questions below. Try to answer each question; the answer will pop up as you advance the slide.

Drilldowns are underlined.

In Siebel Tools, go to the Object Explorer, and select Applet/Drilldown Object.



Dynamic Drilldown

• Enables drilldown to multiple views from the same hyperlink field, depending on the value of a field in the active record of the list or form



Matching Conditions

• Identify one or matching conditions to trigger drilling down to a specific target view Type = Hotel ====> Expense Hotel List View Type = Mileage ====> Expense Item Mileage View

• Determine the order to check the matching conditions Conditions can involve different fields Multiple matches could occur for a given record



• Create the drilldown objects for each view

• Create a dynamic drilldown destination definition for each condition

Configuring Dynamic Drilldown



Configuring Dynamic Drilldown (cont’d)

• Configure the default drilldown object to navigate to the desired view if there are no matches If no default is configured, clicking when there is no match does

not drill down

• Configure a dynamic drilldown destination definition for each condition Set the Field, Value, and Sequence properties Set the Destination Drilldown Object property for the view to drill

down to if a match occurs

• Configure additional drilldown objects for each of the special target views Avoid creating child dynamic drilldown destination definitions –

this can cause a loop



Thread Bar

• Tracks previous business object (view) and active record

• Updates whenever the user navigates to a different business object or active record

• Provides hyperlinks to previous views

Allows user to backtrack easily



Thread Properties

• Specifies the text that appears in the thread button



Thread Bar Tag

• To enable the thread bar, the applet template must include a SWE threadbar tag Usually included by referencing an external SWT file,

CCThreadbar.swt For example, to include the thread bar in a view, use

<swe:include file="CCThreadbar.swt"/>




Toggle Applets

• You can configure several applets to share the same space in a view

You only add one applet to the view Web template Users can switch this applet with others by an applet toggle that you

define on the applet



Configuring Applet Toggles

• Create a new applet toggle definition for each applet to be added to the toggle list Create it on the applet defined in the view Web template Note: This is not limited to a single view – the toggle list will

appear in all view Web templates that include this applet



Configuring Applet Toggles (cont’d)

• Each applet you add to the applet toggle definition becomes available from the toggle list The toggle list will appear on the new applet when you

toggle to it




Togglebar Tag

• The toggle list will appear only if the applet template includes a SWE togglebar tag Example:

<swe:togglebar type=“Select”><table><tr> <td> <swe:control id=“1”

property=”DisplayName”> </td> <td> <swe:this property=“FormattedHtml”/>

</td></tr></table></swe:togglebar>



Dynamic Toggling• Determines the applet to appear in a view based on the

value in a specific field in the displayed record

• Does not use a toggle list User does not directly control navigation between applets



Dynamic Toggling (cont’d)

• Example: Changing the Type property of a pricing factor determines which one of several pricing factor detail applets appears



Configuring Dynamic Toggling

• Create a child applet toggle for each possible applet Set the Auto Toggle Field, Auto Toggle Value, and Sequence properties Child applets must be based on same business component as parent

• Set the parent applet as the default to display when all conditions fail



Lab Activity

• Now is your chance to practice some of the concepts we've just covered.

• Proceed to Lab 2 for this module.

• Once you have completed this section, resume viewing the presentation where you left off.



Activity Recap

Question Answer

Where do you can configure Toggle Applets?

Now that you have completed Lab 2, you should be able to answer the questions below. Try to answer each question; the answer will pop up as you advance the slide.

In Siebel Tools, Object Explorer, Applet/Applet Toggle.



Summary

Now that you’ve completed this module, you should be able to:

• Describe how to configure drilldown for a View• Describe how to Enable the Thread Bar• Describe the steps necessary to Configure Toggle Applets



Knowledge Check

Question Answer

Describe how to configure a static drilldown(same business component) for a View.

Describe how to configure a static drilldown(different business component) for a View.

Create a new drilldown object

Set the Hyperlink Field and View properties to enable static drilldown

Create a new drilldown object for the applet

Set the Hyperlink Field and View properties to enable static drilldown

Set Business Component, Source Field, and Destination Field properties to enable drilldown to a view based on a different parent record

Take this opportunity to check your knowledge of the concepts presented in this module. Try to answer the questions on the slide. The answer for each question will pop up as you advance the slide. Each answer may link back to the area within the presentation where that concept is presented. At the end of the section referenced you will find a ‘Return to Knowledge Check’ hyperlink, which will take you back to this slide.



Knowledge Check (cont’d)

Question Answer

Describe how to enable the thread bar.

What are the steps necessary to ConfigureToggle Applets?

To enable the thread bar, the applet template must include a SWE thread bar tag

Create a new applet toggle definition for each applet to be added to the toggle list, specifying what applet the user should have the ability to toggle view in the Applet Toggle Object.

Take this opportunity to check your knowledge of the concepts presented in this module. Try to answer the questions on the slide. The answer for each question will pop up as you advance the slide. Each answer may link back to the area within the presentation where that concept is presented. At the end of the section referenced you will find a ‘Return to Knowledge Check’ hyperlink, which will take you back to this slide.

Technology

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