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Configuring Pick Views for Search and Attach Records


Users can associate Search 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 Search Results list as an associated record. This applies only to applets that can handle such associations.

In order to attach a record in the Search 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 Search 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. 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 Search 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 Search object to a business object.

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

To create Search 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. Some properties are described in the following table:
    Property
    Description
    Required

    Applet Name

    Name of the applet

    Yes

    View Name

    Name of the view containing the applet

    Yes

    Name

    Logical name of the pick view

    Yes

    Field Name

    Name of the multivalue group field that will receive the search result

    No

  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.
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