Navigation

It helps to automate navigation to screen tabs, link bars, group of views and group of Detail views of the Siebel HI application using the name of the view. Siebel HI UI provides control for tabs and link bars; hence, using the screen view helps to navigate to the desired location within the Siebel CRM application.

Using Navigation Activity

1.    In the Canvas Tools pane, click Process Components to expand the tool and view the associated activities.

2.    Drag the Application activity and drop on to the Flowchart designer on the  Canvas.

3.    In the Application Type list, select WebApps.

4.    In the Select An Application list, select the configured Siebel CRM application.

 

 

5.    Double-click the Application activity to open the activity block.

6.    In the Canvas Tools pane, click Siebel to expand the tool and view the associated activities.

7.    Drag the Navigation activity and drop inside the Application activity. The validation error symbol disappears when the required inputs are provided.

 

 

8.    Navigate to the desired view in the docked Siebel CRM application in Automation Studio, and then click the (Get View Name) button to automatically fetch the view name. If the application does not open or the view name is not retrieved, enter the view name manually in the View Name field.

 

NOTE:  

To know the view name, navigate to the required screen of the Siebel CRM application manually, and then access Help > About View >  View name.

 

The Navigation activity to navigate to the desired Siebel CRM screen is created.

 

Navigation Activity Properties

The properties of a Navigation activity are listed in the following table and can be edited in the Properties grid on the right panel.


Property Name

Usage

Control Execution

Ignore Error

When this option is set to Yes, the application ignores any error while executing the activity.

If set to NA, it bypasses the exception (if any) to let the automation flow continue; however, it marks the automation status as a failure, in case of an exception.

By default, this option is set to No.

Delay

Wait After

Specify the time delay that must occur after the activity is executed. The value must be in milliseconds.

Wait Before

Specify the time delay that must occur before the activity is executed. The value must be in milliseconds.

Misc

Breakpoint

Select this option to mark this activity as the pause point while debugging the process. At this point, the process freezes during execution allowing you to examine if the process is functioning as expected.

In large or complex processes, breakpoints help in identifying the error, if any.

Commented

Select this option to mark this activity as inactive in the entire process. When an activity is commented, it is ignored during the process execution.

DisplayName

The display name of the activity in the flowchart designer. By default, the name is set as Navigation. You can change the name as required.

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Use Case - Siebel Automation