Using Home Pages

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After you log in to your Siebel application from Oracle, the first screen you see is the application home page. When you navigate in the Siebel application you will also notice screen home pages.

About the Application Home Page

Your application home page consists of a combination of lists and forms that will be most useful to you while working with the application on a daily basis; for example, service requests if you are a call center agent, opportunities if you are a sales person, or a list of your daily activities. Your daily calendar may also appear on your application home page. Your system administrator or organization determines the information available to you on your application home page. You can change the layout of the home page.

About Screen Home Pages

A screen home page is a gateway to all the common functions for that screen. A number of screens have screen home pages. You can change the layout of screen home pages.

Tasks

Changing the Appearance of Home Pages

Using the Edit Layout Function


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Changing the Appearance of Home Pages

Use the controls that appear in the top right corner of each list and form to change the layout of the home page for your Siebel application. The changes you make to the layout using these controls remain in effect until you change the layout again.

The following controls let you change the layout of home pages.

Button Description
Hide button Hides the list or form and temporarily removes it from the home page.
Note: You must edit the layout of the home page to place the list or form back on the home page.
Expand list Expands the list or form to its standard size.
Collapse list

Collapses the list or form to its minimal size showing no records.


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Using the Edit Layout Function

The edit layout function lets you access more advanced layout editing functions, such as showing hidden lists or forms, collapsing or expanding all the available lists and forms at once, and restoring the default layout. You can use the edit layout function to edit both the home page for your Siebel application and screen home pages. The changes you make remain in effect until you change the layout again.

To use the Edit Layout function
  1. At the home page, click Edit Layout.
  2. In the Edit Layout form, click the controls to change each list or form that appears.
    The controls are described in the following table.
    Click To
    Collapse Collapse the list or form to its minimal size showing no records.
    Expand Expand the list or form to its standard size.
    Move Up Move the list or form up on the page to reposition it above other lists and forms on the page.
    Move Down Move the list or form down on the page to reposition it below other lists and forms on the page.
    Hide Hide the list or form in the home page.
    Show Show a previously hidden list or form and place it back on the home page.
  3. To apply the same action to all forms and lists at the same time, click the menu button, and then click an option.
    The options are described in the following list.
  4. To restore the default layout for the home page, click Default Layout.
  5. Click Done.
    The home page appears with the layout you defined.

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