Applications Administration Guide > Global Target List Management > About Configuring Target Lists >

Enabling Saving of Target Lists in an Applet

You can configure list applets so that target lists can be saved from them.

In order for a list applet to be configurable, the business component on which the applet is based must contain an id field for the party entity that you want to save to the list.

To enable target list saving for a list applet

1. In Siebel Tools, create a user property for the applet called Save Target List Source n, where n is a consecutive integer starting from 1.

   For example, the first user property that you create for the applet is named Save Target List Source 1, the second is named Save Target List Source 2, and so on.

2. Find or create the list column for the party entity that you want to save:
   1. On the applet's business component, locate the id field of the party entity.
   2. If the applet does not have a List Column that maps to that id field, create one.
3. Enter a value for the user property of the form:

   "List Column", "Saved Entity Name", "PrimaryOnly", "Extra Src Field 1", "Extra Dst Field 1", "Extra Src Field 1", "Extra Dst Field 2"

   For example, these properties applied to the SIS Account List Applet:

   • Save Target List Source 1 = "SLM Position - Primary", "Position", "PrimaryOnly"

     Saves the primary team member on the accounts.

   • Save Target List Source 2 = "SLM Contact", "Contact", " ", "Main Phone Number", "Acct Phone Number"

     Saves all contacts and the main phone number of the account with each contact.

     NOTE:  For the preceding example, the destination list member business component (SLM List Member - Contact) needs to have a field that can store the account phone number.

     The following table describes each term for the Save Target List Source user property.

     Term in User Property Value 1	Required or Optional	Description
     List Column	Required	The name of a list column identified in Step 2. The Field value for this list column is the source business component field for the target list. This field must be an id field. The Display Name value for this list column is used in the List Name drop-down list in the Save to List dialog box. See Figure 28.
     Saved Entity Name	Required	The content of target list that you are saving: Contact, Employee, Account, Position, or Prospect.
     PrimaryOnly	Required 2	If the list column corresponds to a multi-value id field, then use the "PrimaryOnly" term to save only the primary record of the multi-value group to the target list. If this term is not specified or empty, then all records in the multi-value group are saved to the target list.
     Extra Src Field 1	Optional	If you want to save an additional field to the target list, specify the field name of this source.
     Extra Dst Field 1	Optional 3	If you specify an Extra Src Field 1, then specify a destination field name. This field must exist in the list member's applet and corresponding business component so that it can be seen in the List Management screen.
     Extra Src Field 2	Optional	If you want to save an additional field to the target list, specify the field name of this source.
     Extra Dst Field 2	Optional 4	If you specify an Extra Src Field 2, then specify a destination field.

     1Terms must be enclosed in double quotes and separated by commas. 2Optional if no Extra Src Field 1 is specified and not "PrimaryOnly". 3Required if Extra Src Field 1 is specified. 4Required if Extra Src Field 2 is specified.

4. Repeat Step 1 and Step 3 to create a user property for each type of list that you want users to be able to create in that applet.

Figure 28.  Save to List Dialog Box for the SIS Account List Applet