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Defining the Command Center Business Object


The first step in configuring the Command Center Action form is to define the business object where the Command Center form appears, and what business component and fields are to be used. Out of the box, the Command Center forms appear on the Contact Summary and Company Summary views.

This task is part of Process of Configuring the Command Center Action Form.

To define the business object

  1. Navigate to Site Map > Administration - Command Center screen > Defined Objects view.
  2. Create a new object definition record and complete the fields as follows:
Field
Parameters
Description

Business Object

Any Business Object for which the forms have been defined. For example, Contact or Companies.

This identifies the screen where the Command Center form is to appear.

Source Business Component

The business component against which the Driving Field will be compared. For example, FINCORP Account.

This should be a business component available on the view where the Command Center applets are visible (for example, Contact Summary view).

The value of this field is constrained by the value of Business Object field. In turn, it is a constraint for the Driven Field.

Source Business Search Specification

A filter on the source business component. For example, Acct. Status = Open. Only Financial accounts with a status of Open will be available in the Command Center.

Use this field to enter an optional filter criteria on the selected Business Component.

Driving Field

A field name from the Source Business Component. The field name can be ascertained using Siebel Tools.

Following the examples in the preceding field parameter descriptions, this could be the Financial Account name or ID.

The value of this field is constrained by Source Business Component and Source Business Search Specification (if entered).

The driving field is equivalent to Attribute 1.

Driving Field Label

Free text field, 20 character limit.

The text label exposed in the UI for Driving Field (Attribute 1). If blank, the label defaults to the Driving Field on the Command Center form.

Attribute 2,3,4 Label

Free text fields, 20 character limit.

The text label for each of Attributes 2-4. If left blank, the attribute will not appear on the form.

Driving Field on Cmd Form

Check box.

If checked, it exposes the Driving Field label on the Command Center form preceding the Command field.

Expression

 

Free text field.

 

Use this field to constrain the available set of actions based on what the user has selected in the Driving Field. As each object definition can have multiple action definitions, the expression field is a way to limit the available actions based on a business component field.

For example, if the user selects a checking account, investment based actions may not be appropriate.

For example: IIF([Account Number] LIKE '1800*', Liability, Asset). That is, if the account number starts with 1800, it maps to action definitions in the Action Definition list that have the Attribute 1 Map field set to Liability. Otherwise, it is mapped to action definitions that have the Attribute 1 Map field set to Asset.

If there is no need to constrain the actions, then any value will suffice (for example, Contact - All).

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