Configuring Siebel Business Applications > Configuring Multi-Value Group, Association, and Shuttle Applets > About Association Applets >

How Siebel CRM Calls an Association Applet from a Master-Detail View


Siebel CRM can call an association applet from a master-detail view where the underlying business components possess a many-to-many relationship. The association applet lists the records from the business component. The user can use the Find or Starting With control to choose one or more records, and then click OK to associate the chosen records with the parent record.

Viewing an Example of an Association Applet Siebel CRM Calls from a Master-Detail View

You can view an example of an association applet that Siebel CRM calls in a master-detail view.

To view an example of an association applet Siebel CRM calls from a master-detail view

  1. In the Siebel client, click the Opportunities screen tab, and then click the Opportunities List link.
  2. In the My Opportunities list, click a link in the Opportunity Name column.
  3. In the Contacts list, click Menu, and then the New Record menu item.

    Siebel CRM displays the Add Contacts dialog box. This dialog box is defined as the Contact Assoc Applet association applet.

  4. From the application menu, choose Help, and then About View.

    Note that the Opportunity Detail - Contacts View is the master-detail view.

  5. Click OK.
  6. Click the Contacts screen tab, and then click the Contacts List link.
  7. In the My Contacts list, click a link in the Last Name column.
  8. Click the More Views down arrow, and then choose Opportunities.
  9. From the application menu, choose Help, and then About View.

    Note that the Contacts Detail - Opportunities View is a master-detail view that displays the inverse of the parent-child relationship you viewed in Step 4.

  10. Click OK.
  11. In the Opportunities list, click Menu, and then the New Record menu item.

    If you choose New Record, then Siebel CRM displays the Add Opportunities dialog box that allows you to choose an existing opportunity record and insert it, or to create a new opportunity record. If you choose New, then Siebel CRM creates a new opportunity and allows you to enter data for the new record in the Opportunities list.

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