Siebel Incentive Compensation Administration Guide > Configuring Incentive Compensation > Configuring Filters >

Creating a Text-Based Filter

You can create a simple text-based filter (based, for example, on the List of Values) using the Siebel Application and Siebel Tools.

Before configuring a text-based filter on an existing field in the Calculation Workbook, first check to see if the field is a joined field.

To check whether a field is a joined field

  1. Log into Siebel Tools.
  2. Select the business component Incentive Compensation Calculation Workbook.
  3. Select the field for which you want to configure a filter.
  4. Look at the field property Join.

    5. If the property is populated, it is a joined field. If it is not populated, it is not a joined field. If a joined field is not a List of Value field, it is more appropriate to configure a table-based filter on a foreign key field for the join. For the procedure to create a table-based filter, see To set up the data layer.

    If it is a joined field and a List of Value field, you can configure a text-based filter. However, make sure you set the field property Force Active to TRUE in the business component Incentive Compensation Calculation Workbook. Setting the Force Active field to TRUE may have a negative effect on performance.

To create a text-based filter

  1. From the application-level menu, choose View > Site Map > Application Administration > List of Values.
  2. In the List of Values list, create new List of Value (LOV) types:
    1. Add a new IC_FILTER_TYPE with Display Value of Temp.
    2. Add new IC_FLTR_TEXT_VAL_ALL types with Display Values of Temp_A and Temp_B.
  3. Navigate to Application Administration > List of Values Explorer.
  4. In the List of Values Explorer, navigate to IC_FILTER_TYPE > Values > Temp > Child List of Values, and add the following records:
    1. Type = `IC_FLTER_TEXT_VAL_ALL, Name = "Temp_A
    2. Type = `IC_FLTER_TEXT_VAL_ALL, Name = "Temp_B
  5. Using Siebel Tools, navigate to the Object Explorer > Applet definition.
  6. Query for Incentive Compensation Filter List Applet.
  7. Open the child list drill-down object, and select Add New Record for this new filter type, with the Destination View set to Incentive Compensation Filter Value View.
  8. Open the child list Dynamic Drilldown Destination and select Add New Record. Make the new record value = Temp and Destination Drilldown Destination Object = the drilldown object that you created in the previous step.
  9. Add the new dynamic drilldown object to each existing drilldown object (for example, Account Filter, Product Filter, and Product Line Filter).
  10. To make the Incentive Compensation Engine aware that a new type of filter has been created, navigate to the Incentive Compensation Filter business component and create a new user property.

    11. The value for this user property will contain three information items, delimited by commas. For details, see Step 4 of To set up the data layer.

    For the Temp filter, the user property that is added to the Incentive Compensation Filter business component is as follows:


 Siebel Incentive Compensation Administration Guide 
 Published: 18 April 2003