The following topics provide information about the navigation elements of the user interface.
Lists, Forms, and Explorer Trees
Understanding the User Interface
The application-level menus (File, Edit, View, Navigate, Query, Tools, and Help) are located in the upper-left area of the application window. You click a menu to select a menu option. The exact function of a menu option depends on the Siebel application and the configuration you are using.
The options that are available in each menu vary depending on the task you are performing. The Help menu options remain constant.
When you choose a menu option, it applies to the active record in the application window. The active record can be in a form or in a list.
The application toolbar contains controls (fields and buttons) specific to the Siebel application:
In addition to the preceding items, your implementation of the Siebel application toolbar may have additional fields and buttons.
Use the thread bar to retrace your steps in the application. You can return to an earlier point in the path by clicking a hyperlink in the thread bar. The thread bar appears immediately below the application toolbar.
The action pane contains the following control buttons:
Screen tabs provide one-click access to screens within the application. Click a screen tab to access the corresponding screen. If the screen tab you need is not visible, use the drop-down arrow to display and select a screen. The drop-down arrow is located at the end of the currently displayed screen tabs.
Alternatively, you can use the Site Map to
select the screen that you want.
Note: You can change the screen tab icons in Siebel Tools. Contact your Siebel administrator if you do not want to display icons on the screen tabs.
Showing, Hiding, and Reordering Screen and View Tabs
After you drill down on a record in the list in the upper part of the application window, view tabs provide one-click access to additional information about the active record.
When a list or form appears in the upper part of the application window, view tabs appear directly under that list or that form. The selection of view tabs depends on the information available for the active record, and on your implementation of the Siebel application.
Click a view tab to access the corresponding view. If the view tab you need is not visible, use the drop-down arrow to display and select a view. The drop-down arrow is located at the end of the currently displayed view tabs.
Showing, Hiding, and Reordering Screen and View Tabs
The visibility filter in list headers lets you filter the set of records shown in the list.
Link bars appear below screen and view tabs and provide access to additional categories of information. A link bar is a set of hyperlinks.
Siebel applications display data in lists, forms, and explorer trees. Lists, forms, and explorer trees can have the following common user interface elements:
A list contains rows of records with column headers. Each record contains multiple fields. By default, lists appear with a set number of rows. To show more rows, click the Show more button at the top of the list. To return to the shorter version of the list, click the Show less button.
Use the vertical scroll bars to see the previous or next set of records in a list.
A form contains information about a single record. There are two types of forms: standard and long. Standard forms contain all the fields that are required for the record. Long forms contain additional fields that are not shown in the standard form.
If a long version of a form is available, you can click the Show more button at the top of the form to display the long form. To return to the shorter version of the form, click the Show less button.
To see the previous or next record, you can use the record navigation buttons.
An explorer tree displays hierarchically structured data in a compact format. An explorer tree usually appears in the left side of the application window.
In an explorer tree, you click the plus (+) and minus (-) icons to expand or collapse information.
You can use the Site Map, or screen tabs, view tabs, and hyperlinks on link bars to navigate to a screen or view in your Siebel application.
Do not close the browser window to log out of your Siebel application.
A menu button appears in each form and list in the application window. You click a menu button to access a set of menu options that let you perform actions that apply to the active record in the form or list. Actions may include creating a new record, copying a record, or deleting a record.
Right-clicking in a form or a list displays the same menu of actions provided by the menu button in that form or list.
Lists, Forms, and Explorer Trees
 |
Use vertical scroll bars to navigate between records in a list. | |
 |
Click the previous or next button to navigate to the next record or previous record in the list. | |
 |
Click the previous record set or next record set button to navigate to the next or previous set of records in the list. | |
Lists, Forms, and Explorer Trees
Record Navigation ButtonsRecord navigation buttons appear in forms. You use the buttons to navigate to the previous or the next record. If there is no previous or next record, the corresponding button is grayed out.
Lists, Forms, and Explorer Trees
Show More and Show Less ButtonsShow more and show less buttons appear at the top of lists and may appear at the top of forms.
| Click | In a list | In a form |
|
To show additional rows in the list. | To switch from a form’s standard (short) state to its long state. |
|
To show less rows in the list. | To switch from a form’s long state to its standard (short) state. |
Lists, Forms, and Explorer Trees
Copyright © 2008, Oracle. All rights reserved.
