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Creating a Siebel Toolbar option

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We all are familiar with Siebel Toolbar available in client and for those who are not very familiar here is a screenshot of toolbar I am talking about.

SiebelToolbar

If you see this screenshot you will find that icon beside Site Map Icon is not a vanilla icon. In this post we are going to add another Icon beside Report Icon which will allow us to see information of the current record or in other words clicking on this should display About Record Applet. So, lets start.

  1. Download the icon from web that you would like to use.  I am using:
    about_icon
  2. Copy this file in your “PUBLIC\ENU\IMAGES” of your Siebel Tools and Siebel Client folder.
  3. Add Command, Bitmap Category and Toolbar objects in your Object Explorer in Siebel Tools
  4. Query for “HTML Command Icons” in Bitmap Category object and Lock Object
  5. Create a New Record in Bitmap Child Object and enter following details and Compile the object
    Name: About Record
    Alt Text – String Override: About Record
    File Name: icon_about.gif (Replace this with the name of the file you copied in IMAGES folder)
    MIME Type: img/gif
    BitmapDetails
  6. Go to Command Object, create a New Record and enter following detailsName: About Record ToolbarDisplay Name: About Record
    HTML Bitmap: About Record
    HTML Popup Dimensions: 450 X 160
    Method: About Record
    Method Argument: About Record Applet
    Show Pop-up: True
    Target: Browser Applet
  7. Go to Toolbar Object and query for “Quick Print” toolbar and Lock the object.
    QueryQuickPrintToolbar
  8. Create a New Record Toolbar Item Object and enter following details
    Name: About Record
    Command: About Record Toolbar
    Display Name: About Record
    HTML Type: Link
    Position: 2
    ToolbarItemDetails

Compile all the objects and open your application if you had completed all the steps you should see your new icon in between Quick Print and Reports icon as shown below

NewToolbar

Clicking on this icon will open About Record Applet displaying information about the current record. There are lot of things that you can do using this technique like invoking a business service with a particular method or invoke a workflow process. Use your imagination and try new things using this.

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Article by neel

Authors bio is coming up shortly. neel tagged this post with: Read 387 articles by neel
  • Gurdeep
    Hey Neel,
    I have tried this in siebel 7.5. Today, via icon on the toolbar,i have navigated to a view succesfully using GotoView method.

    However the About Record functionallity is not working. When i click on this icon it does not show me a pop up applet listing details of About Record applet.
    In have followed your steps above.
    Thanks for this post.
  • neelmani
    Did you try step by step ..
    Try to make copy of the "About Record" command. I initially did it by copying the mentioned command
  • Kareem Anwar
    what if i want to show this icon on a toolbar on an AOM say siebel call center and not on Siebel Marketing.
  • On which version of siebel did you try this??
  • Gurdeep
    Hi ,
    Tried configuring the same but did nit work for me. I donot see any icon on the toolbar.
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