12 mca

Siebel 2001 Configuration ©Accenture Modify/Create Applets - 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.


Modify/Create Applets


Module Objectives

The module will attempt to:

• Discuss Form and List Applets

• Describe the configuration steps needed to configure List Applets using the List Applet Wizard & Other methods

• Describe the configuration steps needed to configure Form Applets - Form Applet Wizard & Other


Applet Definition

• Data entry form composed of controls

• Provides viewing, entry, modification and navigation capabilities for data in one business component


Primary Applet Types

• List AppletDisplays one or more records

simultaneously in a list

Fields for one record are displayed in a single row

Displays relatively few fields due to width of monitor viewable area

• Form AppletDisplays a single record

Fields for the record are displayed in a grid or form

Can show more fields at once than a list applet

Return to Knowledge Check


Applet Class Property• Determines the behavior of the applet

Specifies the C++ class used at run time for the applet

• Is set to CSSFrameList for list applets

• Is set to CCSFrame for form applets

• Should typically never be changedSpecialized classes are associated with specialized business

components and applets


List Applet

• Displays one or more records in a list table format Each row displays fields from one record in the business

component• Typically includes two to four action control buttons• Supports drilldown to other views through hyperlinked fields


List Applet Action Control Buttons

• Use next record and previous record buttons Allow scrolling one set of records at a time

• New buttonCreates a new record for the list

• May invoke a different applet Web template

• Use the New button or CTRL-N

• Save buttonImmediately saves record

• In customer application user must explicitly save new or change records using Save button

• In employee application you can save by stepping off the record (“implicit save”)


List Applet Web Templates

• List applets can have multiple Web templates, called modesTypical modes are Base, Edit, and Edit List

• Choose the template based on desired applet functionalityHint: Look at template definitions of similar applets


Base Mode

• Does not permit user to edit, query, or enter new records directly in applet

Depending on business logic and the purpose of the list applet, you can enable these functions through buttons or the applet menu


Edit Mode

• Appears as a form applet

• Is invoked by buttons or applet menu from base mode

• Allows user to enter new records or edit existing records


Edit List Mode• Permits users to edit fields in a list applet

Editing is enabled by default

You can disable editing by setting the HTML List Edit property for the column to FALSE


Applet Mode Property

• Appears in the View Web Template Items object definition

• Determines which mode the user sees when a view is invoked


Creating a List Applet

• You can follow these steps to create a new list applet…

• …Or you can use the List Applet WizardAutomates these steps

Generally, the preferred methodReturn to Knowledge Check


List Applet Wizard

• Ensures object definitions and properties are createdEnsures steps are not omitted

• Increases developer productivitySpeeds project completion

• To invoke the List Applet Wizard, select FileNew ObjectIn the Applets tab, select List Applet and click OK


Using the List Applet Wizard – Step 1

• Assign a project, business component, applet name, and title

• Creates an applet object definition in Tools



• Select Web templates for Web layout Associates template and applet



• Choose the Business Component fields that will appear in the Web layout Creates the Applet Web Template Items

• Necessary to bind the controls to the applet



• Choose the HTML controls to be added to the applet Control method invoked when control icon selected


Model HTML Controls Applet

• The basic HTML controls for applets come from the Model HTML Controls Applet in Tools

• This is a “dummy” applet not based on any business component

• Controls added to this applet are automatically added to any new applet you create using the applet wizards



• Review the applet object you have defined


Finishing the List Applet

• Finishing the list applet Creates required object definitions for

• Applet• Control• List• List column

• Maps Applet Web Templates Applet Web Template Items

• Sets applet class to CSSFrameList

• Invokes the Web Layout Editor



Web Layout Editor• Use Edit Web Layout Editor to add, remove, and reorder the

columns displayed


Applet Title• Change the Title property to set the applet display name


List Column Definitions• Edit the List Column definition to:

Set the column display name

Set the column to read only

Enable or disable popup editing

Enable or disable special processing at run time

Change the HTML Type


List Control Definition• List applets require the List control in order to display the

collection of list columns

• Do not edit this control


Configuring a List Applet - Example

Scenario:

We will be creating a List Applet to display some data about equipment for the ABC client.


Configuring a List Applet - Example1. In Siebel Tools, go to the Object Explorer and select the Project definition.

2. Right click on the Project and select New Record.

3. Set the following properties:

Name: ABC New Applets Locked: TRUE

Comments: Created by “your initials” on “Today’s Date”



4. In Siebel Tools, Select File -> New Object.

5. Select the Applets tab in the New Objects Wizards window.

6. Select List Applet, and click OK.



7. In the General Window, scroll down and select the following:

Project: ABC New Applets

Business Component: Asset Mgmt – Asset

Name: ABC Equipment List Applet

Display Title: Characteristics


Configuring a List Applet - Example8. In the Web Layout – General window, scroll down and select the following:

Template for Base read-only mode: Applet List (Base/Editor)

Template for Edit Mode: Applet List Edit (Edit/New/Query)

Template for Edit List Mode: Applet List (Base/EditList)


Configuring a List Applet - Example9. In the Web Layout Fields window, select Asset Number in the Available Fields

Column

10. Click the right row to move this field to the Selected Fields column.

11. Scroll down until you find the Serial Number field in the Available Fields Column. Select Serial Number

12. Click the right arrow to move this field to the Selected Fields Column.



13. In the second Web Layout – Fields window we will add the controls for the applet. By default all controls have been selected for us. Accept them clicking Next.



14. In the Finish window, proceed to check the information.

15. Click Finish.



16. Compile your changes.


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 AnswerWhat are two different ways to configure a new list applet?

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

- Using the List Applet Wizard- Copying an existing applet (most recommended, and most used for developers in the real life).


Form Applet• Displays one record at a time in a data entry form layout

Field controls display fields in the business component• Field Caption property displays caption text

Button controls initiate an action when clicked


Form Applet Appearance and Function

• Fields are usually editable Can be read-only

• Allows scrolling one record at a time


Expanding and Collapsing Form Applets

• Collapsed (“Less”) Is the default display Shows limited set of fields Only displayed fields can be edited

• Expanded (“More”) Shows all fields Full edit capabilities (all unprotected fields can be edited)

• User can toggle using the show more button


Form Applet Modes• Form applets only use Base and Edit modes

Base mode is read-only Edit mode permits editing

• The View Web Template Items object definition determines which mode is displayed when a view is invoked


Create a new Form Applet – Step 1

• Use the Form Applet Wizard to create a form applet

• Assign the project, business component, applet name, and title

• Step 1: Choose File > New Object from Siebel Tools Main Menu• Step 2: Click Applets tab and then double click the form applet icon.



• Select Web templates for Web layout Associates template and applet



• Select fields to appear in the form applet



• Choose the HTML controls to be added to the applet Adds necessary templates for controls



• Finish the form applet Creates required object definitions for the applet and controls Sets applet class to CSSFrame



Modify a Form Applet

• Use Web Applet Editor to modify a form applet Add, delete, and reposition controls


Accessing the Web Applet Editor1. Select a Target Browser from the drop-down list in Tools bar.

2. In the Object Explorer, select the Applet Object.

3. Select an entry in the Applets list object editor and right click to on the applet selecting the Edit Web Layout Option from the menu

4. The Applet Web Template (Base)-Layout window appears.


Modify a Control

• Use Web Layout Editor to edit text and button controls Edit control properties in Properties window


Setting More/Less Mode on a Field

• To have a field display only when applet is expanded, set the More property in Edit Web Layout Editor


Setting More/Less Mode on an Applet

• To enable expanding and collapsing the form applet, create a Toggle Layout control and add it using the Web Layout Editor


Preview the Applet

• Right-click and select Preview to see how the applet appears


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 AnswerHow do you determine which applet you will modify?

How do you can modify a form applet?

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.

Navigating in the Application, and selecting Help-> About View.

Using the Edit Web Layout.


Summary

• After completing this module, you should be able to:

• Discuss Form and List Applets

• Describe the configuration steps needed to configure List Applets using the List Applet Wizard & Other methods

• Describe the configuration steps needed to configure Form Applets - Form Applet Wizard & Other


Knowledge Check

Question AnswerDiscuss Form and List Applets List Applet:

Displays one or more records simultaneously in a list, fields for one record are displayed in a single row, and displays relatively few fields due to the width of monitor viewable area.Form Applet:Displays a single record, and fields for the record are displayed in a grid or form.

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 the configuration steps needed toconfigure List Applets using the List AppletWizard

• Select File> New Object from the Siebel Tools main menu.

• Click the Applets tab, and then double click the List Applet icon.

• Assign a project, business component, applet name, and title.

• Creates an applet object definition in Tools.• Select Web templates for Web layout.• Choose the business component fields that wi

ll appear in the Web layout. • Choose the HTML controls to be added to the

applet.

• Review the applet object you have defined.



Knowledge Check (cont’d)

Question Answer

Describe the configuration steps needed toconfigure List Applets without the List AppletWizard

Describe the configuration steps needed to configure Form Applets using the Form Applet Wizard

• Create new applet object definition• Associate applet template with applet object

definition• Bind controls to applet template

• Select File> New Object from the Siebel Tools main menu.

• Click the Applets tab, and then double click the Form Applet icon.

• Select templates for Web layout.• Select fields to appear in the form applet.• Choose the HTML controls to be added to the

applet.• Finish the form applet.


12 mca

Technology