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You're reading from Oracle Siebel CRM 8 Developer's Handbook

Product typeBook

Published inApr 2011

Reading LevelIntermediate

Publisher

ISBN-139781849681865

Edition1st Edition

Languages

Java

Tools

Oracle Siebel

Concepts

CRM

Author (1)

Alexander Hansal

Chapter 5. Creating and Configuring Applets

In this chapter, we introduce the major user interface elements of Siebel CRM, namely applets. We will focus on how to create and modify form and list applets. Other applet types such as pick applets, tree applets, and chart applets are introduced as well. The case study, introduced in Chapter 3, Case Study Introduction, will provide input for hands-on practices.

The chapter is structured as follows:

Understanding applets and web templates
Creating and modifying form applets
Creating and modifying list applets
Other applet types

Understanding applets and web templates

A Siebel applet can be defined as a user interface (UI) element that enables the visual display and manipulation of data provided by a single business component.

The following table describes the applet types in Siebel CRM:

Creating and modifying form applets

Form applets are the main UI vehicle to display data of a single record. They are typically used when end users need to view a large number of fields at a time or during data and query criteria entry.

Because the Siebel Repository already contains hundreds of preconfigured form applets, we have the following choices when it comes to configuration of the Siebel UI:

Copy existing applets and modify the copy.
Create new form applets using the Form Applet Wizard.

The first option typically means less effort when the majority of controls can be reused.

Case study example: Creating a form applet

In Chapter 3 we described the following user interface requirements for the Process Start Page for the AHA (All Hardware) project:

For each process, a start view must be provided that displays a summary of the customer. The start view must display the customer profile information, the documents for the customer, the campaign history (graphically), and the change history for...

Creating and modifying list applets

List applets are used to display multiple records at once. Specialized web templates are used to create the visual style for list display. List applets typically have more than one web template in order to control their appearance in certain work modes.

For example, one may be required to assist end users with a detailed form when they enter new records or query criteria. When a web template of type Edit - using a form web template - is defined for the list applet, the applet will switch to this layout when the user clicks the New, Edit, or Query button. The Edit button is only available in Standard-Interactivity (SI) applications such as the Siebel Partner Portal.

To provide more fine-grained control over the layout of an applet it is possible to define a separate web template definition for the New and Query modes as well. When one of these template types is defined for an applet it will switch to the New layout template when the user clicks the New button...

Other applet types

While most of the applets in a Siebel application are of either the form or list type, there are various other applet types available. In this section, we will discuss the following applet types using examples from Siebel CRM standard applications:

Chart applet
Tree applet
Pick applet
Multi-Value-Group (MVG) and associate applet

Configuring chart applets

Chart applets display business component data in a graphical manner. Examples for typical charts are vertical or horizontal bar charts, line charts, and pie charts. Siebel CRM is pre-integrated with the JAVA-based charting engine of VisualMining to deliver the charting functionality.

Siebel chart applets fill the gap between displaying and exporting data in lists and full-scale business intelligence (BI) systems such as Oracle Business Intelligence. In the following, we will use the preconfigured applet named FINCORP Investor Chart Applet - Lead Status Analysis, which displays opportunity-related data for a selected account....

Summary

Applets are the major building blocks of the Siebel CRM user interface. We can distinguish between form, list, chart, and tree applets

Form applets provide enough space to display multiple fields of a single record at once with the widest variety of controls such as text boxes, checkboxes, images, and radio groups.

List applets, including the specialized pick, MVG, and associate applets, allow end users to work in table style, selecting columns for display and sorting data.

Chart applets support graphical display of business component data in the form of bar charts, line charts, or pie charts.

Tree applets allow end users to visualize the hierarchical relationships of business component data.

From the developer's perspective, we find a lot of support by means of the New Object Wizard for all applet types and graphical editors for form, list, and tree applets.

In this chapter, we used two applet definitions from the case study scenario. As a result, we can use the form and list applets...

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Author (1)

Alexander Hansal

Alexander Hansal has worked as an IT professional in small, medium, and global corporations. Since 2001, Alexander works as a technical instructor and consultant for Siebel CRM and Oracle Business Intelligence in Europe. He enjoys teaching, and shares his knowledge and expertise in his classes at Oracle University and in his weblog, http://siebel-essentials.blogspot.com/
Read more about Alexander Hansal

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Applet Type	Description
Form Applet	Displays one record at a time and provides a great variety of controls such as text boxes, text areas, check boxes, radio groups, and images.
List Applet	Defines a sequence of list columns and displays a data set delivered by its associated business component in rows. The control types are limited to text, check box, and image. The list layout provides the end user with more flexibility in sorting data and arranging the list columns.
Pick Applet	A specialized list applet and supports dynamic pick lists. End users can query and sort data in order to find the right record to associate with the original record. Example: associate an account to an opportunity.
Multi-Value-Group (MVG) Applet...