Saturday, September 26, 2009

Siebel Essentials One

Configuring views in a screen will be one of the few areas in the Siebel where you could leverage Out-of –the-box feature to meet Business needs. There are different types of level and views you can configure under a screen. So it’s better to understand the levels and their use before trying to configure them. But as always it’s better to refer to the bookshelf if you are configuring screens and views for the first time. There are four levels to configure views in Siebel screens

First Level - Screen Tabs

Second Level - Aggregate Category and Aggregate Views – This will be displayed as links below the screen tabs
Aggregate Category & Parent category is null - Helps to access group of views
Aggregate views & Parent category is null – links to single views
Aggregate view & Parent category is not null – Links will be displayed as drop down on the view. The parent category is the aggregate category here.. For example this will display My Contacts, My Team Contacts in the drop down

Third Level – Detail Category or Detail view

Detail Category – Parent is an aggregate category. This will display as tab under the second level .This links to group of view
Detail View - Parent is an aggregate category This will as a link to single view at third level

Fourth Level - Parent is the detail category. This will display as link under the third level detail category

If you understand the above concepts well you can configure views for a screen probably few minutes. Also make sure you add the views to appropriate responsibilities and check the display on page property to display under the screen.

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