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Configuring Additional Merge Fields

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During the document generation process, the Document server exports mail merge data into the Siebel.html file. Microsoft Word then reads this file and inserts the data into the merge fields in the template. The exported data is taken from two places:

• If the correspondence was created from a view based on service requests (such as the Service Request screen in Siebel Sales or the Service screen in Siebel Call Center), the data is taken from the Service Request Recipient business component.
• If the correspondence was created by pressing the New button in the Correspondence list view, or from a view not based on service requests (such as the Opportunity screen), the data is taken from the Recipients business component.

New fields in the Recipients Business Component are restricted to those based on columns in the S_CONTACT table or those obtained through join relationships. Joins can be added for tables that have a master-detail relationship with S_CONTACT, where S_CONTACT is the detail table. You need to add the join to the Recipients Business Component if it does not already exist.

New fields in the Service Request Recipient Business Component are restricted to those based on columns in the S_CONTACT table, the S_SRV_REQ table, or columns available through joins to these tables.

Table 24 summarizes the contents of the two Business components and the contexts in which they are used. For more information on adding fields, see Developing and Deploying Siebel eBusiness Applications and Siebel Tools Reference.

Table 24.  Summary of Merge Fields Sources and Uses

Source Business Component	Source Tables	Used In
Recipients	S_CONTACT Joins with tables that have a master-detail relationship with S_CONTACT (with S_CONTACT as the detail table).	Correspondence created: Directly in the Correspondence List View From any view not based on service requests
Service Request Recipient	S_CONTACT S_SRV_REQ Joins with tables that have a master-detail relationship with one of these two (with S_CONTACT or S_SRV_REQ as the detail table).	Correspondence created from views based on service requests.

To configure an additional merge field

1. Open Siebel Tools.
2. Add the new field to either the Recipients Business Component or the Service Request Recipient Business component. The steps for this depend on the field type you are adding. For more information on adding fields, see Developing and Deploying Siebel eBusiness Applications and Siebel Tools Reference.
3. Add the name of the new field to the Business Component User Prop called "Export Field #", where # is an integer. If necessary, create additional user properties by incrementing the integer.
4. Compile the project to create a new .srf file.
5. Stop the server.
6. Copy the newly compiled .srf file to the correct location where it will be used by the server (usually \siebel\objects\lang, where lang is the language code for the language setting of the server).
7. Restart the server.
8. Generate a new correspondence document to refresh the siebel.html file.
9. To insert fields into a template, see Changing the Merge Fields of a Correspondence Template File.

NOTE:  You can configure up to 63 additional merge fields; WinWord does not display fields beyond this limit.

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