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Associating Records Using a Shuttle Dialog Box

Shuttle dialog boxes allow you to associate many records with one record. An example of a shuttle dialog box is shown in Figure 41. Depending on where you are in the Siebel application, you may be able to add new records from the shuttle dialog box.

NOTE:  If you attempt to add data to the database through a dialog box and then decide to cancel the record you are adding, the data you added in the dialog box will not be deleted from the database. However, if the data does not exist anywhere else in the application except in the record in which the dialog box was opened, it will be deleted.

Figure 41. Example of Shuttle Dialog Box

To associate an existing record using a shuttle dialog box

1. Navigate to the appropriate screen.
2. Select the record you want to associate with other records.
3. Click the multiple select button in the appropriate field.

   A shuttle dialog box appears.

4. In the Available list of records, select the record you want to associate with the current record.

   NOTE:  You can select multiple records by holding down the CTRL key and clicking each record.

5. Click Add >.

   The record is moved from the Available list to the Selected list.

6. Click OK.

To associate a new record using a shuttle dialog box

1. Navigate to the appropriate screen.
2. Select the record you want to associate with other records.
3. Click the multiple select button in the appropriate field.

   A shuttle dialog box appears.

4. Click New.
5. In the blank form that appears, enter the new record's information and click Save to return to the shuttle dialog box.

   The record you created now appears in the Selected list of records in the shuttle dialog box.

6. Click OK.