Applications Administration Guide > Configuring the Inbox >

Creating Inbox Types


Each Inbox item that gets created is assigned an Inbox type. The Inbox type sets the following characteristics for the Inbox item:

  • Action Type
  • Category
  • Replication Level
  • Integration Object Name
  • Business Object Name
  • Item Expiration Duration (Days)
  • Default Queue Duration (Days) (Due date)
  • Views and SmartScripts that link to the Inbox item
  • Effects of the actions that the user can choose

Action Type

The action type is the LOV type that determines the actions the user can choose to take on an Inbox.

Example

The action type is UINBOX_STATUS_TYPE.

There are three LOV records of type UINBOX_STATUS_TYPE: Approved, Received, and Rejected. These represent the actions that the user can take on an Inbox item of this type, as shown in Figure 9.

Figure 9. The Action Drop-Down List in the Inbox

NOTE:  Because the effect of action is set per Item type, this LOV type can be used for many Item types, but the effect of approving or rejecting can be different for each Item type.

Category

The category determines the icon that appears in the Category field for the item in the Inbox. See Figure 10.

The category field can be useful for querying and sorting Inbox item and Inbox type records. For information about editing the Category icon, see Configuring the Category Icon for the Inbox (in Siebel Tools).

Figure 10. The Check Mark Indicates the Category Is Approvals

Procedure

This task is a step in Process of Setting Up and Configuring Inbox.

To create an Inbox type

  1. Navigate to Administration - Inbox screen > All Inbox Types view.
  2. In the Inbox Types list, create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Replication Level

    If you do not want to download Inbox items to remote databases, select None. Otherwise, see Configuring Inbox for Use with Remote Databases.

    Integration Object Name

    If there is an integration object associated with the Inbox type, you can specify it here. This is no special logic associated with this field.

    Business Object Name

    Enter the feature object that the destination view belongs to.

    Default Queue Duration (Days)

    This field determines the due date for the item. When the item has been in the owners Inbox for more than this many days, the Past Due flag is turned on.

    Item Expiration Duration (Days)

    This field determines the expiration date for the item. The Expiration field appears in the Submitted Items List. (By default, no action is taken when the item expires.)

Applications Administration Guide