Monday, March 15, 2010

Detail Tabs from Aggregate Views

Problem: In vanilla Siebel, every aggregate view is mainly a list applet over a form applet where the Name field (or some other logical key field) is a drilldown that when actioned, takes the user to a Master Detail view where they can then navigate to different Detail tabs. The initial Aggregate view does not have the view tabs exposed. This means that the User always has to click twice to get to the desired view.

Solution: Change the View Web Template to 'View Parent List With Tabs' for every view set up as an Aggregate view. This template has both the dropdown in the upper right corner to change the visibility view, and the detail tab bar. So from a view based on this template I can change the view from My to All for instance, select a record from the top list applet, and click directly on the detail tab in question.

Why: In call center environment's especially, the application should be optimized for a minimum number of clicks to minimize average handle time. This eliminates one click.

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