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Siebel UI Applet Configuration Guide

The document discusses configuring the UI layer in Siebel CRM through applets. It describes the two primary applet types: list applets which display multiple records simultaneously in a list, and form applets which display a single record's fields in a grid format. It covers how to create and modify both types of applets using wizards and editors to configure properties, controls, templates and bindings without having to manually define object definitions. Symbolic strings are also introduced to ensure naming consistency throughout the application interface.

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152 views24 pages

Siebel UI Applet Configuration Guide

The document discusses configuring the UI layer in Siebel CRM through applets. It describes the two primary applet types: list applets which display multiple records simultaneously in a list, and form applets which display a single record's fields in a grid format. It covers how to create and modify both types of applets using wizards and editors to configure properties, controls, templates and bindings without having to manually define object definitions. Symbolic strings are also introduced to ensure naming consistency throughout the application interface.

Uploaded by

RealVasyaPupkin
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Siebel 8.

0 Essentials

UI Layer Configuration: Applets

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Module 24: UI Layer Configuration: Applets

Module Objectives
To create and modify List applet

To create and modify Form applet

UI Layer Configuration: Applets

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Primary Applet Types: List Applet


A List applet displays one or more records simultaneously in a list

Displays one record per row


It typically displays fewer fields than a form applet
It supports drilldown to other views through hyperlinked fields

UI Layer Configuration: Applets

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Primary Applet Types: Form Applet


A Form applet displays the fields for a single record The fields are displayed in a grid form

UI Layer Configuration: Applets

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Creating a List Applet


Steps to create a new list applet:

However, it is highly recommended to use the List Applet Wizard:

Automates these steps Ensures that object definitions and properties are created Ensures that steps are not omitted Enables quicker project completion

UI Layer Configuration: Applets

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List Applet Wizard


Use the List Applet Wizard in Siebel Tools to create a new list applet: Select File > New Object, select the Applets tab, select List Applet,

and then click OK.

Wizard

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List Applet Wizard Inputs


The List Applet wizard requires the following inputs:

Project Name Applet Name and display title Business Component Name Upgrade Behavior Admin, Non-Preservable, Preserve Web Templates to be used for each mode Base and Edit-List mode are built using Applet List (Base/EditList) Edit mode is built using Applet List Edit (Edit/New/Query) Business component fields Additional controls that will be part to the applet By default, all of the standard buttons are selected

UI Layer Configuration: Applets

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List Applet Wizard Outputs


The List Applet wizard

creates the required object definitions for controls, list and list columns associates applet web templates to the applet binds list columns to templates New Applet appears as Applet Web Template Items Object invokes the Web Layout Editor Definition
created

List Web Layout Editor invoked

UI Layer Configuration: Applets

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Web Layout Editor


The Web Layout Editor is used to add, remove or reorder applet Web

template items Placeholders correspond to item identifiers of applet Web template items

1. Select the mode.

2. Drag and drop items from the Controls/Columns window 3. Select and rightclick to delete controls that you have added

UI Layer Configuration: Applets

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Applet Web Templates


Applet Web Templates specify which template is used when an applet

is displayed in a given mode It contains Applet Web Template items


The controls or list columns bound to the template The item identifier that specifies their location in the applet

Specify the Web Template

Specifies where list column will appear

UI Layer Configuration: Applets

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List Column Definitions


A list column definition specifies the field that is displayed and the

display name that appears at the top of the list column

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Symbolic Strings
Symbolic Strings ensure that a name appears the same way

throughout the application They provide a way to manage updates, globally They are used by user interface objects such as:
Labels List columns Applet titles
They are stored in the repository containing words and phrases used

in UI definitions
Global Dictionary contains many commonly used terms Symbolic String Locale object type allows language translation

UI Layer Configuration: Applets

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Using Symbolic Strings


String Reference: Refers to symbolic string object definitions Is selected from a picklist Refers to the name of a symbolic string String Override: Is used when strings are infrequently displayed Can be converted to symbolic string using a Siebel-supplied string conversion utility

Reference to object in repository

UI Layer Configuration: Applets

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Form Applet Wizard


Form Applet wizard is used to create a new form applet

Select File > New Object, select the Applets tab, select Form applet and then click OK

UI Layer Configuration: Applets

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Form Applet Wizard Inputs


The Form Applet Wizard requires the following inputs:

Project Name Applet Name and display title Business Component Name Upgrade behaviour: Admin, Non-preservable, Preservable. Modes to use Edit mode is required for all clients Uses the Applet Form Grid Layout template Base mode is required for Standard Interactivity clients only Business Component fields Additional controls to be added to the applet By default, all standard buttons are selected

UI Layer Configuration: Applets

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Form Applet Wizard Outputs


The Form Applet Wizard

Creates required object definitions for controls Associates applet Web templates to the applet Binds columns to templates Appear as Applet Web Template Items Invokes the Grid Layout Editor

New applet object definition created

Grid Layout editor invoked

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Grid Layout Editor


The Grid Layout editor is used to:

Create new control object definitions Bind controls to the Web template Resize and Reposition controls

Grid Layout editor

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Grid Layout Editor


Drag-and-Drop layout editing is supported Supports formatting options
Format menu

arranges selected controls

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Web Controls Toolbar


The web controls toolbar is used for drag-and-drop creation of

controls It contains icons for text controls, check boxes, labels, etc.

HTML Text

HTML Label

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Properties for Editing


Properties such as No Delete, No Insert, No Merge and No Update are used to

restrict the behavior of the applet These can be set at the applet level or at the business component level The most restrictive settings are always used

Affects all applets referencing this BC, or..

..can be customized for each applet

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Previewing the Applet


Right-click and select Preview to see how the applet appears To go back to the Grid Layout Editor, right-click and deselect Preview

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Module Highlights
List Applets:

Display records simultaneously in a list Do not display all fields for a record
Form Applets display a single record and its fields in a grid format Applet Wizards ensure object definitions are created and steps are

not omitted Web Layout Editor is used to add, remove or reorder Web Template items List Column Definitions specify field displayed and display name Symbolic Strings ensure uniformity of a name throughout the application

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Lab
In the lab, you will:

Modify a form applet using the Grid Layout Editor Create a new list applet using the wizard

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