Home Page
This is an example of a typical home page for a Siebel employee application.
Navigating the UI
Clicking on different UI elements navigates to different data.
Screens
Clicking a screen tab navigates to a functional area of the application, such as accounts, contacts, service requests, assets, campaigns, and so on. Screen tabs indicate the most commonly used screens. To access all available screens in the application, use the application-level menu and
select View Site Map.
select View Site Map.
Show Drop-Down
Clicking here will show a subset of data for the functional application area.
View Tab
Clicking a view tab shows data related to the selected record. For example, clicking the view tab Account Team will show the account team for the account Perrier Group of America.
Selected Record
The selected record in a list is highlighted with a contrasting color.
Screens and Views
Screens and views show business entities and related data
Show Drop-Down
Shows a subset of data for the functional application area. Click a selection in the drop-down list to navigate to a different subset of data.
Navigating Through Lists and Forms
Use next or previous record set buttons or menu button
First Record
Selecting First Record in the menu will navigate to the first record in the list.
Last Record
Selecting Last Record will navigate to the last record in the list.
Drilling Down for More Information
Hyperlinks
Hyperlinks can be configured using Siebel Tools.
Navigating Through Views and Screens
Back and Forward Arrows
These are the arrows available for navigation in the Siebel application. Do not confuse them with the browser back and forward arrows, as behavior is very different.
Thread Bar
The thread bar shows your:
• Location among screens and views
• Path as you drill down on a record
Working with Data in the UI
There are several mechanisms for working with data, such as:
- Application-level menu
- Menu buttons
- Creating and modifying data
- Picklists and multi-value groups
- Queries
- Favorites
- Sorting
- Keyboard accelerators
This menu applies to the entire application and shows available actions
Menu Items
Menu items might vary depending on the Siebel application you are using. These menu items are available in the standard Siebel Call Center application.
High Interactivity UI
The application-level menu is available only in the high interactivity interface.
Using Menu Buttons
Menu buttons show available actions for lists and forms
Menu Button
The menu button displays a menu of actions available for the list or form. Notice that some of these actions are also available from the application- level menu. The menu button is available only in the high interactivity interface.
Creating Data
Click menu button or New to create a new record
Creating New Record
Clicking the New button or choosing New Record in the menu renders the same results in the UI. A field with an asterisk means it is a required field for the record.
Undo and Delete Record
If a record cannot be undone or deleted, the actions will be grayed out and unavailable to the user. Click menu button or New to create a new record.
Modifying and Saving Data
Modify data
- Select record field in the list or form, and change it
- Click off the record in a list or the field in a form to commit it to the database
- Available in high interactivity interface
- Click Save to commit the record to the database
- Available in standard and high interactivity interfaces
Save Button
The presence of the Save button does not negate the implicit record-level commit described above
