Dynamic Toggle Applets

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”)
    Dynamic_Toggle_Applet_Field
    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 InfoDynamic_Toggle_Applet_New_Fields
  • Expose Customer Info field in Account Note Applet Toggle 1 
    Dynamic_Toggle_Customer_Web_layout
  • Expose Hotel Info field in Account Note Applet Toggle 2
    Dynamic_Toggle_hotel_Web_layout

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
    Dynamic_Toggle_Object_Record

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

Dynamic_Toggle_Hotel_Applet  Dynamic_Toggle_Customer_Applet

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19 Responses to Dynamic Toggle Applets

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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

  8. 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

  9. Hi Friends

    Could you please explain me what is difference between Dynamic Toggling and Dyanamic Drilldowns

    Thanks in Advance
    Satish

  10. Hi Friends

    Could you please explain me what is difference between Dynamic Toggling and Dyanamic Drilldowns

    Thanks in Advance
    Satish

  11. Dynamic Toggle is switches between applets when the field value changes.
    where as dynamic drilldown is navigates from one view to another view

  12. Hi, Can we do toggle for attachment applets as well? I mean i have a requirement. There is a header form applet in the top which is based on BC1 and i have another attachment applet based on BC2. Header form applet is the top applet in the view which is having a field say Field 1 which is having A and B values. I have to show the Attachment applet below the above form applet if the field is A or B. If the field value is null.. i should not show the attachment applet. can we do this?
    This is how i have tried.
    In the view, i have added header form applet and I have created an empty (no controls/list columns) applet (based on attachment BC) and added as second applet in the view. In the empty applet i have added the attachment applet in toggle based on a toggle calc field. This toggle calc field is created in the attachment BC saying Parent: Field 1. I am able to check that this calc field is getting the field value which is updating in the form applet. But the problem is .. even though i have added A or B in the field, i am not able to see the atttachment applet. Pls help.

  13. I have Header Toggle Static List Applet (based on BC1 and BC2 respectively) and Footer Detail Applet (again based on same BC1 and BC2 respectively). If I select Header List applet based on BC1, footer applet should display Detail Applet based on BC1. Same is the case with BC i.e . if I select Header List applet based on BC2, footer applet should display Detail Applet based on BC2. My questions are: Is it possible? If so, what kind of configuration needed?

    Thanks in advance.

    Raju

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