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Setting Default Values for Fields That Use Drop-Down Lists

The Picklist Pre Default Field n user property sets default values for fields in a new record of the child business component. To set these values, CRM gets values from the parent business component record. The value for this user property must use the following format:

"field", "'buscomp1.field1','buscomp2.field2',' . . .'"

where:

• field is a field that resides in the current business component.
• buscompn.fieldn is the name of a field that resides in the parent business component.

For example, assume a view references a parent Action business component. The user can use a drop-down list that references the child Opportunity business component to create a new record.

Note the following format requirements:

• You must include a space after the first comma.
• You must use double quotes (") to enclose the list of buscompn.fieldn entries.
• You must use single quotes to enclose each buscompn.fieldn entry.

You can configure Siebel CRM to modify the value for this user property, create a new instance of it, or deactivate it.

For more information, see How This Book Describes the User Property Format.

Using Multiple Instances of Picklist Pre Default Field

You can configure Siebel CRM to use multiple instances of the Picklist Pre Default Field n user property. For example, to create a new opportunity, the user can use an Opportunity drop-down list in each of the following applets:

• Activity Form Applet that references the Action business component
• Comm Outbound Item Form Applet that references the Comm Outbound Email business component

If the user creates a new opportunity from the drop-down list in each of these applets, then Siebel CRM sets a default value for the Account for the opportunity and the Account Id field. It uses the corresponding field value from the parent record to get these default values.

Table 26 describes user properties that this example uses on the Opportunity business component. For more information, see Numbering Instances of a User Property.