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Adding Access from Advisor to Other Business Components


When designing a feature table or configuration table, select a business component and field to populate a column with values. Advisor provides access to the following business components:

  • Account
  • Channel Partner
  • Contact
  • Internal Product
  • Opportunity
  • Order Entry - Orders
  • Quote
  • Sales Tool

If you need to access other business components, add them by performing the following steps:

  • Create a new Business Component Name record.
  • Create a new picklist Name record.
  • Create a new Pick Applet record.

To create a new Business Component Name record

  1. Navigate to Administration - Data > List of Values.
  2. Click New.
  3. From the Type drop-down list, select ISSCDA_DESIGNER_BC_TYPE.
  4. In the Display Value text box, enter the name for the new business component, for example, Project.
  5. In the Language Independent Code text box, enter the same business component name you entered in Step 4, for example, Project.
  6. Click Language Name to open a picklist and select a language.
  7. In the Order text box, enter a number to indicate where the new business component appears in the list.

    For example, if you enter 2, the new business component appears second in the list of business components.

  8. Check the Active check box.

To create a new Picklist Name record

  1. Navigate to Administration - Data > List of Values.
  2. In the List of Values screen, click New.
  3. From the Type drop-down list, select ISSCDA_DESIGNER_PICKLIST_TYPE.
  4. In the Display Value text box, enter the name for the new picklist, for example, PickList Project.
  5. In the Language Independent Code text box, enter the same Picklist name you entered in Step 4.
  6. Click Language Name to open a picklist and select a language.
  7. Check the Active check box.

To create a new Pick Applet Name record

  1. Navigate to Administration - Data > List of Values.
  2. In the List of Values screen, click New.
  3. From the Type drop-down list, select ISSCDA_DESIGNER_PICKAPP_TYPE.
  4. In the Display Value text box, enter the name for the new pick applet, for example, Project Pick Applet.
  5. In the Language Independent Code text box, enter the Pick Applet list name you entered in Step 4.
  6. Click Language Name to open a picklist and select English-American.
  7. Check the Active check box.
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