Requirement:
Configure Recent Records on Screen Home Page View
Solution:
The Recent Records area on a screen home page view displays a list of the last five records in the current screen that the user created, modified, or accessed. This task is a step in Process of Creating a Screen Home Page View.
NOTE: Recent Records only works with business components that reference the CSSBCBase class or subclasses of the CSSBCBase class.
Step#1
- In the Object Explorer, click Business Component.
- In the Business Components list, locate the Recent Record business component.
- In the Object Explorer, expand the Business Component tree, and then click Business Component User Prop.
- In the Business Component User Props list, add a record using values from the following table.
[su_table]
| Name | Value |
|---|---|
| Recent Record Track BC-screen home page business object name | Name of the target business component. |
| For example, Recent Record Track BC-Service Request Home. | Service Request |
[/su_table]
This business component user property associates a tracked business component to a screen home page view through the business object.
Recent Record Business Component
Step#2:
- In the Business Components list, locate the target business component, such as Service Request.
- In the Business Component User Props list, add a record using values from the following table.
[su_table]
| Name | Value |
|---|---|
| Recent Record Enabled | Y |
| Recent Record Name Field | SR Number |
[/su_table]
Enter the business component field that tracks recent records.
This business component user property specifies the field that tracks recent records. Siebel CRM displays this field on the Recent Record applet on the screen home page view. You can use a calculated field.
Step#3:
- (Optional) In the Business Component User Props list, add a record using values from the following table.
[su_table]
| Name | Value |
|---|---|
| Recent Record Type Field | Drilldown Destination |
[/su_table]
Enter the field that Siebel CRM uses in the dynamic drilldown. The value must reference a field in the parent business component.
Recent Records User Property
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