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Applications Administration Guide > Proposals >
Defining Template Sections
You define the structure of the proposal template by creating sections in the Proposal Template Administration view, which are associated with the Template record you created for this template. You must create top-level sections. Optionally, you can add subsections to these. Your proposal structure can have multiple levels of sections, because a subsection can contain other subsections.
Creating Top-Level Sections
First, you must create top-level sections.
- From the application-level menu, choose View > Site Map > Document Administration > Proposal Templates.
- In the Template Explorer list, in the left frame, click the + icon next to the template record that you created for this proposal.
- In the Explorer list, click the + icon next to the Sections folder.
- In the Sections list, add a new record.
- In the Name field, enter a name for the section, which will not appear in the proposal itself.
- In the Sequence field, specify the order in which this section should appear in the proposal.
- In the Section Type field, indicate the type of section you are creating. The following table describes the section types available.
Pulls in documents from the Siebel Encyclopedia. For example, if you create a locator section, Siebel Proposals can dynamically pull in documents from the encyclopedia that are related to the products the opportunity is interested in. For instance, if you want the proposal to dynamically insert text related to the products on the opportunity, use a Locator. The file types must be DOC, TXT, or RTF. If more than one marketing document meets the Locator criteria you specify, Siebel Proposals inserts each. Pulls Siebel application data into a table format. You select fields to be included, the sequence of the fields, and the column length. By selecting a Table Section, you also allow creation of a Related Table section. See Adding Related Table Subsections- Complete the fields applicable to your section type. Table 27 describes the fields that you should complete for each type of section.
- Repeat Step 4 through Step 8 to add all the top level sections that are needed.
Table 27. Selected Fields in the Proposal Template Administration View Conditions can be applied to all section types. For information about conditions, see Using Conditions in Templates. Specifies the data to insert in your report. In the previous quote example, the Link Spec is Opportunity, Id/Quote, Opportunity Id. The syntax of the Link Spec is:<Parent Business Component Name><Comma><Parent-ID Field Name><Slash><Child Business Component Name><Comma><Child-ID Field Name>
Descriptions of these fields can be found in Siebel Tools Online Help. The Child-ID-Field-Name may vary, depending on whether the relationship between your parent business component and child business component is one-to-many or many-to-many. You or your system administrator can find Link Spec information in the Siebel Repository. Click the Select button to bring up the Table Fields dialog box; then, for each field you want in the table, click New and enter the following information:
- The Field Name of the field; for example, Product.
- The Sequence in which you want the field listed.
- The Width of the column in the table; column Width is measure in pixels. The default (and minimum) column width is 100 pixels. A second way to define column width is by percentage of the table width. When a value is entered into table width, column width equates to percentage of total table width. For example, if there are three fields and table width is set to 100, field widths of 25, 65, and 35 would equate to 25%, 65%, and 35% of the total width of the table. In this example, if the table width was not set, the field widths would equate to 25, 65, and 35 pixels.
- The Alignment of the data in the field: Left, Center, Right.
Adding Subsections
After adding top-level sections, you may want to add subsections to one or more of them.
To add subsections to an existing section
- From the application-level menu, choose View > Site Map > Document Administration > Proposal Templates.
- In the Template Explorer list, in the left frame, click the + icon next to the template to which you want to add a subsection.
- In the Template Explorer, click the + icon next to the Sections folder for this template.
The Explorer list shows the sections for this template, and the Sections list appears to the right.
- In the Template Explorer, click the + icon next to the section to which you want to add a subsection.
The Sections, Related Table, and Components folders for this section appear in the list.
- Click the + icon next to the Sections folder for this section.
The Sections list appears, listing all subsections under this section.
- Use the Sections list to add a subsection in the same way you used it to add a top-level section, as described in To create top-level sections.
NOTE: When a proposal is generated, a section is generated before any of its subsections and is displayed above a subsection in the finished document.
Adding Related Table Subsections
After adding a Table Name subsection, you can add related tables that provide detailed information for the first table. For example, if the tables subsection contains a quote record, the related table can contain the quote line items. The relationship between the information is essentially a parent-child-grandchild relationship; the opportunity is the parent record, the quote table is the child, and the related table containing the quote line items is the grandchild.
- From the application-level menu, choose View > Site Map > Document Administration > Proposal Templates.
- In the Template Explorer list in the left frame, click the + icon next to the template to which you want to add a related table.
- In the Explorer list, click the + icon next to the Sections folder.
- In the Sections list, add a new section or edit an existing section.
- In the Section Type field, select Table and enter the table name.
- Complete all necessary fields.
- In the Explorer list, click the + icon next to the Related Tables folder.
NOTE: The Related Table folder in the Template Explorer is used only for the Table section type. This folder can be edited only if a table has already been added.
- In the Related Tables dialog box, complete the fields as described in the following table.
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Applications Administration Guide Published: 09 September 2004 |