Dynamic Toggle Applets

(11 votes, average: 4.82 out of 5)

 Loading ...

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