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26ESS - Configuring Applications Screens and Views

This module teaches how to configure Siebel applications, screens, and views. It covers how to tailor applications, change the order of views on screens, create and administer views using the view wizard and web layout editor, and associate views with templates. The goal is to modify the user interface by configuring applications, screens, and how views are accessed within screens.

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AkhamiePatrickOshioke
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© Attribution Non-Commercial (BY-NC)
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Download as PPT, PDF, TXT or read online on Scribd
21 views

26ESS - Configuring Applications Screens and Views

This module teaches how to configure Siebel applications, screens, and views. It covers how to tailor applications, change the order of views on screens, create and administer views using the view wizard and web layout editor, and associate views with templates. The goal is to modify the user interface by configuring applications, screens, and how views are accessed within screens.

Uploaded by

AkhamiePatrickOshioke
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Essentials (Siebel 7.

7)

Module 26: Configuring


Applications, Screens, and
Views
Module Objectives

After completing this module you will be able to:


 Tailor applications
 Configure how a view is accessed on a screen
 Change the order of screen views for a screen
 Create and administer a view
 Associate a view with a template

Why you need to know:


 You may wish to modify the user interface

Module 26: Configuring Applications, Screens, and Views 2 of 31


Logical User Interface
 Specifies the layout of the Siebel application
 Consists of:
 Applications
 Screens
 Views
 Applets
Focus of this
 Controls/list columns module

List Column
Applet View Screen Application
or Control

Module 26: Configuring Applications, Screens, and Views 3 of 31


Applications
 Use a container page to display the Siebel Web page
 Specify the application-level menus
 Are collections of screens through which users can navigate

Container
page

Module 26: Configuring Applications, Screens, and Views 4 of 31


Specifying the Container Page
 The container page is specified in the Application object
definition
Container Web Page:
Specifies the container page

Module 26: Configuring Applications, Screens, and Views 5 of 31


The Container Page: Employee Application
 Container page specifies the layout of the application
Application-
level menu

Toolbar

Screen tabs

Link bar

View

Module 26: Configuring Applications, Screens, and Views 6 of 31


Application-Level Menus
 Are specified in the Menu object type
 For example, Call Center uses the Generic WEB menus
Application-level menu

Position:
Specifies order of
appearance
Caption:
Specifies
displayed text

Module 26: Configuring Applications, Screens, and Views 7 of 31


Screen Tabs
 Contain links to screens
 Are defined as page tabs
 Child object of the application

Text: Specifies text that Sequence: Specifies initial page


appears on page bar tab order appearance in screenbar

Module 26: Configuring Applications, Screens, and Views 8 of 31


Screens
 Have a child object type of Screen View
 Specify the views and categories that will appear in the screen

Module 26: Configuring Applications, Screens, and Views 9 of 31


Screen View Properties
 Viewbar Text: Defines the text that appears in the UI
 Menu Text: Defines the text that appears in the Site Map
 Type: Defines how users navigate to views within the screen
 Aggregate Category
 Aggregate View
 Detail Category
 Detail View

Module 26: Configuring Applications, Screens, and Views 10 of 31


Aggregate Categories
 May contain aggregate views, detail views, and detail categories
 Category Name is referenced by views contained within
 Do not specify a view
 Category default view is displayed when link is selected
 If no default view is specified, first view in sequence will appear

Aggregate Category

Module 26: Configuring Applications, Screens, and Views 11 of 31


Aggregate Views
 Appear in the link bar or visibility filter drop-down list
 May belong to an aggregate category

Aggregate view
without parent category
property specified

Aggregate views
with parent category
of accounts list

Module 26: Configuring Applications, Screens, and Views 12 of 31


Detail Views
 Appear in the view tab bar if the parent category does not
specify a detailed category

Detail views in the


Accounts List
aggregate category

Module 26: Configuring Applications, Screens, and Views 13 of 31


Detail Categories
 Appear in the view tab bar
 Belong to an aggregate category
 Group detailed views
Parent Category property
is set to the Accounts List
aggregate category

Detail Category

Module 26: Configuring Applications, Screens, and Views 14 of 31


Detail Categories Continued
 Display detail views
 In a separate link bar below the view tab bar, or
 As a view tab on a grandchild applet
 May be the parent category for detail views

Detail category

Detail view

Module 26: Configuring Applications, Screens, and Views 15 of 31


Sequence Editor

 Assists you in defining where your view appears in the


application
 Updates the sequence property of the screen view object definition

Right-click to edit
the sequence

Module 26: Configuring Applications, Screens, and Views 16 of 31


Views
 Consist of one or more applets
 Reference a business object that defines the relationships
between data in the view
 Are associated with a Web template that defines their layout

Module 26: Configuring Applications, Screens, and Views 17 of 31


Selecting a View Template
 Find an existing view that has desired applet layout
 Examine the view template object definition to determine the
view template to use

The Account list view…

…uses the template


View Detail (Parent with Pointer)

Module 26: Configuring Applications, Screens, and Views 18 of 31


View Wizard
 Use the View wizard to create a new view and assign applets
 Select File > New Object

Module 26: Configuring Applications, Screens, and Views 19 of 31


View Wizard Continued
 Select the project and business object and enter the name and
title of the view

Module 26: Configuring Applications, Screens, and Views 20 of 31


View Wizard Continued
 Select a Web template

Module 26: Configuring Applications, Screens, and Views 21 of 31


View Wizard Continued
 Assign applets to the view

Module 26: Configuring Applications, Screens, and Views 22 of 31


View Wizard Continued
 Finish and launch the View Web Layout Editor

Module 26: Configuring Applications, Screens, and Views 23 of 31


Web Layout Editor
 Is launched by the View wizard
 Can also be launched by right-clicking a view

Right-click and select


Edit Web Layout

Module 26: Configuring Applications, Screens, and Views 24 of 31


Web Layout Editor Continued
 Displays the current layout of the view
 Applet window shows available Applets for display within the
view
 Constrained by the business object of the view

1. Drag applet 2. Drop onto applet


from Applet placeholder
window

Module 26: Configuring Applications, Screens, and Views 25 of 31


View Web Template Items
 Are applets that have been bound to a view
 Item identifier specifies where they are to appear

Module 26: Configuring Applications, Screens, and Views 26 of 31


Register and Assign View
 Views must be administered in the client application to make
them available to users
 Register the view
 Assign the view to one or more responsibilities

Module 26: Configuring Applications, Screens, and Views 27 of 31


Register and Assign View Continued
 Navigate to Site Map > Administration – Application > Views in
the client application
 Copy and paste view name from object definition in Tools to the
view record

Module 26: Configuring Applications, Screens, and Views 28 of 31


Register and Assign View Continued
 Navigate to Site Map > Administration – Application >
Responsibilities in the client application
 Assign the view to developers for unit testing
 Assign the view to users for system testing and production

Module 26: Configuring Applications, Screens, and Views 29 of 31


Summary

This module showed you how to:


 Tailor applications
 Configure how a view is accessed on a screen
 Change the order of screen views for a screen
 Create and administer a view
 Associate a view with a template

Module 26: Configuring Applications, Screens, and Views 30 of 31


Lab
 In the lab you will:
 Create a view
 Add the view to a screen using a specified view navigation
mechanism
 Administer the new view

Module 26: Configuring Applications, Screens, and Views 31 of 31

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