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Converting a Script Wizard into a SmartScript

Siebel Script Wizard was a tool that created scripts that populated the fields of a single applet, instead of scripts that represented an entire transaction's workflow. Post-Siebel 7 SmartScript does not allow you to create or use Script Wizards, but it does help you convert them into regular scripts.

The conversion process involves the following steps:

• Use the convert utility to convert a Script Wizard into a SmartScript
• Establish the business object information for the script and the questions
• Select the correct picklist applet information for the reconstituted script
• Add a Save Currency Field if the field is a currency field

NOTE:  Script Wizards appear only in the Script Wizard view of the Administration - SmartScript screen.

To convert a Script Wizard into a SmartScript script

1. Navigate to Administration - SmartScript screen > Script Wizard view.
2. Select or import the Script Wizard that you want to convert.

   You can import Script Wizards from a different environment but all Script Wizards must be upgraded before they can run in a post-Siebel 7 environment.

3. Select Convert from the Script Wizards menu.

   The confirmation view appears. After you click OK, the script no longer appears in the Script Wizard view, but only in the SmartScript view.

4. Navigate to the Administration - SmartScripts screen > Scripts view.
5. Select the script that you converted in Step 2. Make sure that the value that appears in the Business Component field is the name of the business component on which the script button that invokes the SmartScript is based.

   For more information, see Creating Questions.

   NOTE:  The Business Component column does not appear by default in the Scripts view.

6. Navigate to the Administration - SmartScripts screen > Questions view, and select the first question in the script, then enter a value in the Save Business Object field.

   For more information, see Creating Questions.

7. For each question, specify how the answer data will be selected.

   If the answer data is to be selected from an applet, the Save Field must specify the appropriate data for that applet, and a Pick Applet or Mvg Applet must be selected.

   NOTE:  If the answer field is a currency field you must add a Save Currency Field to make sure that the field is updated.

8. Check all the other details in the script to make sure that no part of the script has been omitted and that it functions properly.

   It is recommended that you verify and test the Script Wizard-based script as you would any new script.

9. Release the script.

   NOTE:  Entering the business component at the script level allows the new SmartScript to automatically execute from the script buttons on the Account, Opportunity, and Contact profile views.