Siebel Public Sector Guide > Setting Up Cases > Adding New Serialization Rules >

Creating Serialization Rule Records


This task is a step in Process of Setting Up Cases.

Perform the following procedure to create new serialization rules.

To create a serialization rule

  1. Navigate to the Administration - Case screen > Serialization Rules view.
  2. In the Serialization Rules list, create a new record and complete the fields as appropriate.

    The following table describes some of the fields.

    Field
    Comments

    Name

    Name of the rule.

    Business Object

    The business object upon which the rule is based.

    Business Component

    The business component containing the fields upon which the rule is based.

  3. Scroll down to the Attributes list and create a new record.

    CAUTION:  Serial numbers can contain a maximum of 100 characters. For this reason, it is recommended that you do not include any large text fields as one of the attributes.

    The following table describes some of the fields.

    Field
    Comments

    Sequence

    A number which controls the attribute sequence in the generated serial number. For example, 1 indicates that the selected attribute appears first in the serial number.

    Type

    The type for the attribute. Possible values include various types of counters, constants, parent serial numbers, and fields. See Serialization Rule Attribute Types for more information on selecting the appropriate attribute types.

    Business Component

    This field is read-only, displaying the name of the business component selected in the Serialization Rules list.

    Field Name

    When you select Field from the Type drop-down list, you must also select a field name. The fields available for selection are dependent on the chosen business component.

    Constant Value

    When you select Constant from the Type drop-down list, you must also specify a value for the constant. See Serialization Rule Attribute Types for more information.

  4. Repeat Step 3 until you have defined all the attributes required for the serial number.

    NOTE:  The last attribute in the sequence should generally be a counter value to make sure that each serial number is unique.

Serialization Rule Attribute Types

Table 7 describes when each attribute type is used for generating serial numbers.

Table 7. Serialization Rule Attribute Types
Attribute Type
Description

Field

Select this value to pull information from the chosen business component field and include it as part of the generated serial number.

Constant

Select this value when you want to insert an attribute separator into the serial number. Examples of possible constant values are hyphens (-) or periods (.). For example, a case serial number with the format:

Territory Code + Constant + Category Code + Constant + Case Counter Value

could appear as NY-7A-13, using hyphens as the two constant values.

Parent Serial Number

Select this value when you want the parent rule's serial number included in the current rule's serial number. By default, all the rules generate a serial number which begins with the case serial number created by the Case Rule. For example, the Evidence Attachment Rule attributes are defined as Parent Serial Number, Constant, and Local Counter.

Case Counter

Select this counter to add a unique number to a parent rule based on the HLS Case business object. By default this counter is selected for the Case Rule.

Evidence Counter

Select this counter to add a unique number to a parent rule based on the PUB Evidence business object. Use this counter when you have created your own rule to serialize items of evidence separately from case serialization.

In such a rule, PUB Evidence would be used as an independent business object and the evidence rule would no longer be a child of the parent Case Rule. This means that any evidence serial numbers generated need not contain reference to the case number associated with the evidence record.

Lead Counter

Select this counter to add a unique number to a parent rule based on the PUB Lead business object. Use this counter when you have created your own rule to serialize leads separately from case serialization.

In such a rule, PUB Lead would be used as an independent business object and the lead rule would no longer be a child of the parent Case Rule. This means that any lead serial numbers generated need not contain reference to the case serial number.

Global Counter

Select this counter to add a unique number to a child rule's serial number. Global Counter values are pulled from the GLOBAL_SEQ_NUM column in the counter table S_CASE_SEQ_CTR. This is referenced from the Global Counter field in the PUB Counter business component.

Child business object rules are configured using the following format:

Parent Serial Number + Constant + Global Counter

or:

Parent Serial Number + Constant + Local Counter

CAUTION:  To make sure that each serial number generated is unique and incremented correctly, all child objects for the same parent must be configured using the same counter—either Global Counter or Local Counter. The two counters (Global Counter and Local Counter) should not be used interchangeably.

Local Counter

Select this counter to add a unique number to a child rule's serial number. Local Counter values are pulled from the Local Counter field of the rule's parent business component. For example, the Evidence Attachment Rule's business component (PUB Evidence Attachment) contains a Local Counter field.

See also the description for Global Counter.

Child Counter

Select this counter to add a uniquely identifying number to serial numbers generated by the Sub Lead rules. This counter was developed to be used only with rules configured for serializing subleads and must not be selected for other rules.

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