on demand education ltd crm cookbook 18 - images and picklists

13
CRM Cookbook Recipe Eighteen

Post on 19-Oct-2014

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DESCRIPTION

Presentation to accompany CRM Cookbook Number 18

TRANSCRIPT

Page 1: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

CRM Cookbook

Recipe Eighteen

Page 2: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

The Recipe

• Using Siebel Tools and Siebel Web Client, create a visual image set to use in place of a text-based PickList

Page 3: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

The Ingredients

• Siebel Developer Web Client• Siebel Tools• Images created in your favorite editor and

saved in GIF format

Page 4: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

Example GIF Images

• In this recipe we will use the Account Type Code to display Bronze, Silver and Gold images on the SIS Account Entry Applet

• This is the “Class” Control in the Applet

Page 5: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

Preparation

• Before doing any work in this recipe– Back up your Siebel Tools Repository– Archive any Objects that are edited– Take a copy of your Sample database

• You do these exercises at your own risk

Page 6: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

Part One

• Place your images in the correct Developer Web Client folder

Page 7: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

Part Two

• Create a Bitmap Category and Bitmaps, referencing your three image file names

Page 8: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

Part Three

• Create an Icon Map with three values to map to Account Type Code PickList

Page 9: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

Part Four

• Create a Calculated Field to display the same value as the standard Account Type Code field

Page 10: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

Part Five

• Add Control to SIS Account Entry Applet, sized appropriately for your images with HTML Icon Map referencing the Icon Map and displaying the new Calculated Field

Page 11: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

Part Six

• Find the Correct Type Code for the List of Values and add Gold, Silver and Bronze values if not already present in the LOV Explorer View or Siebel Tools

Page 12: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

Part Seven

• Compile the changed objects and experience the new Calculated Field with HTML Icon Map.

Page 13: On Demand Education Ltd CRM Cookbook 18 - Images and Picklists

Conclusion

• We used Siebel Tools, Siebel Developer Web Client to edit and create Objects– Bitmap Category and Bitmaps– Icon Maps and Icons– Business Component Field

• Get the video at our Library Web Site• http://www.screencast.com/users/OnDemandEducationLtd