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Use Aspect User properties to Predefault different value on Same Applet in Different Views

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October 28, 2012

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Requirement:

The Requirement is to predefault a different value in Status field in different views i.e. in “All Activity List View” Status of new activity record should be set as “In Progress” and  in “Activity Default Chart View” Status of new activity record should be set as “Open”. The common applet in the 2 different views is “Activity List Applet With Navigation”.

Solution

Follow the below configuration steps to implement this requirement.

1. In Siebel Tools, click on Applet object and query with applet as “Activity List Applet With Navigation”. Now expand the applet object and create 2 new user properties in child object of Applet as shown in the screenshot below:

aspect-user_property1

For more information on View Aspect user properties visit the bookshelf as below

http://docs.oracle.com/cd/B40099_02/books/ToolsDevRef/ToolsDevRef_UserProps43.html

a. Activity Default Chart View and All Activity List View are the two different views used here by View Aspect user property.

b. Two different aspect “Refer” and “Defer” are set for 2 different views which will be used in the next step. You can set any name for defining an aspect as “Refer” and “Defer” are used here.

2. In Siebel Tools go to “Action” BC and query with the field called “Status”. Now create 2 new user properties as shown in the screenshot below.

aspect-user_property2

3. Compile the applet and BC modified in the steps above.

4. Launch the Siebel client application and see the expected results as below:

a. When you create a new record in “Activity List Applet With Navigation” under  “All Activity List View”, Status field will be set as “In Progress” as shown in the screenshot below:

aspect-user_property3

b. When you create a new record in “Activity List Applet With Navigation” under  “Activity Default Chart View”, Status field will be set as “Open” as shown in the screenshot below:

aspect-user_property4

 



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Gurdeep

Hi, I am sharing my experience to alleviate beginners with open UI and HI version of Siebel CRM. I work in Sun Life Financials and can be reached via IT Tool box as well. Thanks.

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