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How To Disable List Applet Exports In Siebel In Just 3 Steps

As you might know, by default, you can export data from any Siebel list applet. Here is where you invoke the export:

How To Disable List Applet Exports In Siebel In Just 3 Steps

Recently, I had a client who wished to disable the ability to export data from Siebel, except for in one particular view. I’ve never seen this documented anywhere before, so I thought I would describe how I did it.

Like many other things in Siebel, there are multiple ways to implement business requirements. I looked at a few, but decided this was the easiest way. The name of the one view that the client wished to allow exports from is “Visible Contact List View”.

Step 1. Create a new custom business service named “PFC Disable Export”.

Step 2. Enter this code in the PreCanInvoke method handler:

function Service_PreCanInvokeMethod (MethodName, &CanInvoke)

{

var sActiveViewName = TheApplication().GetProfileAttr(“ActiveViewName”);

if (MethodName == “ExportQuery”)

{

if (sActiveViewName != “Visible Contact List View”)

{

CanInvoke = “FALSE”;

return (CancelOperation);

}

else

{

CanInvoke = “TRUE”;

return (CancelOperation);

}

}

return (ContinueOperation);

}

Step 3. Modify the command object “Export (SWE)”, changing these two properties:

  • Target = Server
  • Business Service = PFC Disable Export

And you are done. Export is disabled everywhere except in the “Visible Contact List View”.

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Rene Schmidt

With 20 years of life sciences experience and 10 of working with Siebel, Rene is a Lead Technical consultant @ Perficient. Originally from Montreal, PQ, Rene now resides in Augusta, GA.

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