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Dynamic Toggle Applets

22 June 2009 2,350 views 8 Comments

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In this post I will discuss how to create Dynamic Toggle applet in Siebel. In Toggle Applet introduction post I mentioned that in Dynamic Toggle user would see a different applet based on some field and its value. So let’s start the hands on Dynamic Toggle Applet.

Requirement:

We have “Account” (Parent) and “Notes” (Child), based on Account Type we should be able to see different Notes applets. For example if Account Type is “Customer” on Notes Applet we should see a field called “Customer Info” and if Account Type is “Hotel” we should see a field called “Hotel Info”. In all other cases we should see default Notes Applet.

First we need to do some basic configuration before we can start with setting up Toggle Applet. Here are the things that we will do.

Create a Calculated field in Account Note BC with following details:
Name: Account Type
Calculated Flag: True
Calculated Value: ParentFieldValue (“Type”)

This field will fetch Account Type in Account Notes BC
Create 2 more copies of “Account Note Applet” (which is default applet under Account Notes view) and Name them as Account Note Applet Toggle 1 and Account Note Applet Toggle 2.
Create 2 new fields in Account Note BC and name them as Customer Info and Hotel Info
Expose Customer Info field in Account Note Applet Toggle 1
Expose Hotel Info field in Account Note Applet Toggle 2

Now our basic configuration is done. Let’s configure the Dynamic Toggle.

Query for Account Note Applet (we want to keep this as default applet so we will define Toggle on this applet)
Select Applet Toggle Object from object explorer
Create two new records with following details
Record 1 detail:
Applet: Account Note Applet Toggle 1
Auto Toggle Field: Account Type
Auto Toggle Value: Customer
Record 2 detail:
Applet: Account Note Applet Toggle 2
Auto Toggle Field: Account Type
Auto Toggle Value: Hotel

That’s it, now the only thing left to do is to compile your changes. Here are some screenshots of how it will look

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8 Comments »

Mahesh said:

say suppose i am trying to create new account of type customer. The Which notes applet will appear.

# 25 June 2009 at 5:30 am

neel (author) said:

When you create a new account of type customer nothing will happen on notes applet. Notes applet will only toggle once you do a new record on notes applet.

till that time you will keep on seeing default applet.

# 25 June 2009 at 7:53 am

Mahesh said:

when we go to Account- Notes Detail View.
Say supppose records are empty. then it will show default notes applet.

user wants to create Account of type customer. And Create notes for that account, then he cannot see the field Customer info. Say suppose it is required.

In this case this logic fails rt.

# 26 June 2009 at 4:06 am

neel (author) said:

No, logic will not fail.

As soon as you click new on Notes applet it will toggle based on account type. It will be better if you try implementing it once to clear your doubts.

# 26 June 2009 at 8:38 am

JP said:

I came across a question,
If I click on Opportunity Screen tab and I want to toggle between two applets, at the click of Opportunity tab itself. Based on Position assign to my user. Ex If position is Developer Show App1 and if posnt is Administrator App2
What I guessed is : create a join with S_POSTN table and use that joined field for toggle

# 7 September 2009 at 11:21 am