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6 May 2009

Siebel – Custom Applet Title

There is an Applet title on the top of the Applets. This is normally something simple and static. For eg. Serial Number, Line Items, etc. I will discuss how we can make it dynamic. We will make it dynamic so that it displays something based on the record that is currently selected in the Applet.

I came across this recently when I was trying to practice with the solution suggested by Madhvi in her post on Showing red asterisk on conditionally required fields on this blog.

The Applet title is generally static and constant for an applet. In this article I will show a simple requirement and solution where we change the Title of the Applet on the basis of Account of the record selected. I will take the example of the “Order Entry – Order Form Applet (Sales)” which is the first applet on the Sales Orders screen.

1) Navigate to Siebel Web Client with Order Management functionality available.

2) Navigate to the Sales Order screen using Page Tabs on top or the Sitemap. You should be able to verify the first applet name by going to Help -> About View…

3) Login into corresponding Siebel Tools. Query on the Applets for the applet, “Order Entry – Order Form Applet (Sales)”.

4) Goto the “Controls” section corresponding to the Applet Object Manager. Here, you should see a control by the name of “AppletTitle”.

5) In this record, change the value in the column “Field” to “Account”.

6) Compile and Go. The Applet should now display the name of the Account in the selected record.

This is a dynamic approach because the Title in the Applet will now change from, “Sales Order” to the Account name of the selected record. This will work.

Trying to make it look a little good, we can create a calculated field as below, and use it in the Applet Title above.
‘Sales Order : ‘ + [Account]

This will make it look a little better by showing both the Applet Name and the Account Name. This can be done for any field not just the Account field.

Thanks Madhvi. While trying out your solution, I learnt something new as well.

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Tags: Applet, Configuration, Siebel

This entry was posted on Wednesday, May 6th, 2009 at 8:23 AM and is filed under Siebel CRM. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

5 Responses to “Siebel – Custom Applet Title”

  1. Tushar says:
    May 18, 2009 at 1:59 PM

    Hi,

    good post. But this is only possible with Applets having control as “AppletTitle” and not with others. am I right?

  2. Nitin Jain says:
    May 18, 2009 at 2:33 PM

    Hi Tushar,

    I personally feel we can do this on all applets. If the AppletTitle control is non-existent, you can always do a NewRecord() and introduce this Control.

    The only thing I feel is that this is more relevant to the Form Applets than the List Applets. Such implementations in List Applets are generally sparse, and not all that well pronounced.

  3. Nitin Jain says:
    May 18, 2009 at 2:34 PM

    Just a thought, why don’t you just try it out and share your experiences with all of us?!! :-D

  4. Saisakti says:
    August 19, 2009 at 7:31 PM

    Hi Prachi,

    I tried the same thing in Siebel Tool7.8, it does not work for me. Initially when I tried as per your config steps, it never changed the applet title Account after changing controls field column to Account as the Applet has Title property Sales Order. Then I tried with removing the Applet Title Property, the Applet Title came blank in the form applet.

    Can you suggest what would be issue?

  5. Nitin Jain says:
    August 25, 2009 at 5:20 PM

    @ Prachi,

    The above query from Sai has been open for quite some time. Please retry at your end, and see if we can find what the possible issue may be.

    Cheers

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