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  • Book Overview & Buying Oracle Siebel CRM 8 Developer's Handbook
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Oracle Siebel CRM 8 Developer's Handbook

Oracle Siebel CRM 8 Developer's Handbook

By : Alexander Hansal
5 (2)
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Oracle Siebel CRM 8 Developer's Handbook

Oracle Siebel CRM 8 Developer's Handbook

5 (2)
By: Alexander Hansal
Buy this Book

Overview of this book

Table of Contents (33 chapters)
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Oracle Siebel CRM 8 Developer's Handbook
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Oracle Siebel CRM 8 Developer's Handbook
Credits
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Credits
About the Author
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About the Author
About the Reviewer
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About the Reviewer
www.PacktPub.com
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www.PacktPub.com
Preface
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Preface
Lock Free Chapter
1
Siebel Tools and the Siebel Repository
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Siebel Tools and the Siebel Repository
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Siebel Tools user interface
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Siebel Repository metadata
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Summary
2
Developer Tasks
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Developer Tasks
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Initializing the local database
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Getting object definitions from the server database
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Projects and objects
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Siebel Tools Options
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The development process
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Local locking and prototyping
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Archiving object definitions
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Importing archived object definitions
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Comparing object definitions
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Searching the Siebel Repository
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Integrating external source control systems
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Automating developer tasks using command line options
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Keeping the upgrade in mind
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Summary
3
Case Study Introduction
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Case Study Introduction
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Background of All Hardware (AHA)
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Description of AHA's business processes
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Requirements for AHA
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Summary
4
Symbolic Strings
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Symbolic Strings
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Understanding symbolic strings
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Creating and using symbolic strings
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Using message categories
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Localizing Siebel applications
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Summary
5
Creating and Configuring Applets
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Creating and Configuring Applets
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Understanding applets and web templates
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Creating and modifying form applets
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Creating and modifying list applets
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Other applet types
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Summary
6
Views and Screens
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Views and Screens
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Understanding views and screens
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Creating and modifying views
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Adding a view to a screen
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Registering a new view
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Summary
7
Business Components and Fields
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Business Components and Fields
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Understanding business components
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Creating joins and fields
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Controlling field level behavior
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Controlling business component behavior
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Summary
8
The Data Layer
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The Data Layer
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Understanding tables, columns, and indexes
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Considerations for custom schema changes
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Using preconfigured extension tables
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Creating custom columns
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Creating custom indexes
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Creating custom tables
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Applying schema changes to local and server databases
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Summary
9
Business Objects and Links
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Business Objects and Links
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Understanding business objects and links
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Creating a child business component on a 1:M extension table
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Case study example: Creating links
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Case study example: Configuring business objects
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Summary
10
Pick Lists
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Pick Lists
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Understanding pick lists
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Case study example: Creating a new static pick list for an existing field
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Administering the list of values table
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Case study example: Creating dynamic pick lists
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Case study example: Reusing existing pick lists
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Case study example: Creating pick applets
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Case study example: Testing pick list configurations
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Constrained and hierarchical pick lists
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Summary
11
Multi Value Fields
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Multi Value Fields
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Understanding multi value fields
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Creating multi value fields using the MVG wizard
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Case study example: Creating multi value group (MVG) and association list applets
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Summary
12
Configuring Access Control
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Configuring Access Control
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Understanding Siebel access control
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Configuring view properties for Siebel access control
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Defining business component view modes
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Configuring additional object types for access control
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Summary
13
User Properties
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User Properties
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Understanding user properties
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Business component and field user properties
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Applet, control, and list column user properties
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View user properties
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Summary
14
Configuring Navigation
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Configuring Navigation
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Understanding drilldown objects
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Creating static drilldowns
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Creating dynamic drilldowns
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Configuring the thread bar
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Configuring toggle applets
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Summary
15
Customizing the Look and Feel of Siebel Applications
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Customizing the Look and Feel of Siebel Applications
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Understanding Siebel web templates
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Considerations for customizing the look and feel of Siebel applications
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Creating custom web templates
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Customizing web pages
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Customizing style sheets
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Configuring bitmaps and icon maps
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Case study example: Using an icon map
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Case study example: Replacing the application logo
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Summary
16
Menus and Buttons
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Menus and Buttons
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Understanding the Siebel event framework
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Creating applet buttons
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Configuring command objects
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Case study example: Configuring application menu items
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Case study example: Configuring toolbar buttons
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Case study example: Configuring applet menu items
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Summary
17
Business Services
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Business Services
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Understanding business services
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Preconfigured business services
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Testing business services
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Case study example: Invoking a business service method from a runtime event
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Summary
18
Supporting Integration Interfaces
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Supporting Integration Interfaces
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Understanding integration objects
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Creating internal integration objects
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Defining integration component keys
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Testing integration objects
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Advanced settings for integration objects
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Summary
19
Siebel Workflow
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Siebel Workflow
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Understanding Siebel Workflow
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Designing and creating workflow processes
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Simulating and testing workflow processes
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Publishing, activating, and managing workflow processes
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Invoking workflow processes
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Case study example: Defining runtime events
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Case study example: Decision steps and Siebel operations
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Summary
20
Advanced Siebel Workflow Topics
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Advanced Siebel Workflow Topics
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Exception handling in workflow processes
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Subprocesses
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Loops and iterations
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Advanced workflow techniques
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Summary
21
Siebel Task User Interface
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Siebel Task User Interface
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Understanding the Siebel Task UI
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Case study example: Supporting a business process with Task UI
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Publishing, activating, and administering tasks
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Testing and debugging tasks
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Using applet messages
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Summary
22
Extending Siebel CRM Functionality with eScript
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Extending Siebel CRM Functionality with eScript
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Introduction to Siebel scripting
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When to use Siebel scripting
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Creating a custom business service
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Declaring business service methods and arguments
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Testing and debugging scripts
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Summary
23
Advanced Scripting Techniques
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Advanced Scripting Techniques
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Browser scripting
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Using translatable messages
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Tracing
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Performance profiling
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Summary
24
Deploying Configuration Changes between Environments
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Deploying Configuration Changes between Environments
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Repository migration
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Exporting and importing repository data
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Exporting and importing administrative data
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Application Deployment Manager (ADM) overview
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Summary
1
Installing a Siebel CRM Self-Study Environment
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Installing a Siebel CRM Self-Study Environment
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Hardware requirements
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Third-party software requirements
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Downloading and extracting Siebel CRM software installers
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Installing Siebel CRM client software
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Importing Code Files
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Importing Code Files
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Importing Siebel Tools archive files (SIF)
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Importing administrative data files
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More Information
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More Information
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Getting trained
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Finding information

Creating static drilldowns

In the following section, we will learn how to create static drilldowns from list and form applets.

Case study example: Static drilldown from list applet

In earlier chapters, we created the AHA Customer Documents List Applet, which provides a unified view for all quotes, orders, opportunities, and so on, associated with an account. The applet should provide drilldown capability to the documents and the employee details of the responsible person.

In the following procedure, we describe how to create a static drilldown from the AHA Customer Documents List Applet to the Relationship Hierarchy View (Employee), which displays the reporting hierarchy and employee details:

  1. 1. Navigate to the AHA Customer Documents List Applet.

  2. 2. Check out or lock the applet if necessary.

  3. 3. In the Object Explorer, expand the Applet type, and select the Drilldown Object type.

  4. 4. In the Drilldown Objects list, create a new record and provide the following property values:

    • Name: Responsible Employee...

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Oracle Siebel CRM 8 Developer's Handbook
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