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Configuring Find and Associate Records

Users can associate Find results from the search center with the active record in the top applet in the main content area. The Pick View object, located under Find Pick View, identifies the applet that can receive the selected item from the Find Results list as an associated record. This applies only to applets that can handle such associations.

In order to attach a record in the Find Results list applet to an active parent object in the Content Area, the relationship between the record and the applet must be many-to-many. In Siebel Tools, this relationship is implemented by creating a link between the two business components with an intersection table. If you select a business object and find out that a Find object is one of its business components, and there is a many-to-many link between them, it is permissible to attach this result row to an object.

This association happens in the business object layer, in terms of Siebel Three-Level Architecture. But to support the user to go to a view directly to verify the association, there is a requirement that Pick View be added to the Find object. This Pick View defines the view that users can go to after an association occurs, as well as the candidate association. You must add new Pick Views in order to add this Find object to a business object.

Find Pick Views have been created for all existing business components. Find Pick Views must be created in Siebel Tools for any new or custom business component.

To create Find Pick Views for custom business components

1. Log in to Siebel Tools.
2. Lock the project that will contain the Pick View object you want to add.
3. In the Object Explorer choose Find, and then Find Pick View.
4. In the Find Pick Views window, create a new record, and enter the required property values.

   See Table 12 for a description of the properties.

5. To commit your changes, click anywhere outside the modified row, or move outside the row using the up and down arrow keys.
6. Compile your changes to the SRF file.