Drilldown

It helps to automate drilling  down a field in the selected grid of the applet and view the related details.

It clicks the specified field name of the top row of the grid; hence, use proper filtering operations to narrow down the displayed records to one row and then use this activity to click the required field.

 

NOTE:  

You must first navigate to the screen to select the desired field to drill down. You can use the Navigation activity to navigate to the required screen.

 

Using Drilldown 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.

 

 

  1. Double click the Application activity and navigate to the desired view. You can use the Navigation activity for the required  navigation. See the Use Case for better understanding.
  2. In the Canvas Tools pane, click Siebel to expand the tool and view the associated activities.
  3. Drag the Drilldown activity and drop inside the Application activity. The validation error symbol disappears when required inputs are provided.

 

 

  1. Click the (Get View Name) button to automatically fetch the view name. If the view name is not retrieved, enter the view name manually in the View Name field.
  2. Navigate to the desired applet in the docked Siebel CRM application in Automation Studio, and then click the (Get Applet Name) button to automatically fetch the applet name. If the applet name is not retrieved, enter the applet name manually in the Applet Name field.
  3. Click the (Get Field Name) button. The Available Fields dialog box appears with the list of available field names.

 

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.
  • To know the applet name, navigate to the required screen of the Siebel CRM application manually and then access Help > About View >  Applets name.
  • On the Siebel CRM screen, multiple applets can be present. You must choose the applet where you want to perform the automation.

 

 

  1. Select the required field name where you want to set the parameter.  However, in few instances, not all field names are displayed or the field names are not retrieved and a pop up message Method ColumnDisplayed is not allowed here appears. In such cases, you must enter the field name manually.

 

NOTE:  

To know the field name:

  1. In the Siebel CRM application, click the applet where the required field is present.
  2. Click the Query button.
  3. Press F12 to open the Console of Siebel CRM screen.
  4. Enter any value in the required field name, and then click Go.
  5. In the Console, enter the Java expression <theApplication() .ActiveApplet(). BusComp .GetSearchExpr()> and then click enter.

The field name appears in the square bracket. You can use this field name to enter it manually in the activity.

 

The Drilldown activity is created.

Drilldown Activity Properties

The properties of a Drilldown 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 asa  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 Drilldown. You can change the name as required.