Siebel Advisor Administration Guide > Working with Advisor Feature Tables > Process of Creating Advisor Feature Tables >

Creating an Advisor Feature Table

To create a feature table, you create a record in the feature tables list with basic information about the table.

This task is a step in Process of Creating Advisor Feature Tables

To create an Advisor feature table

  1. Navigate to Administration - Product > Advisor Pagesets > My Pagesets.
  2. Select a pageset.
  3. Select the Feature Tables tab and, from the Menu, choose New Record.

    A new Feature Table record appears.

  4. Enter a name, without spaces, for the feature table.

    The name automatically converts to all capital letters. The name must start with a letter and can contain the letters A-Z, the numbers 0-9, and an underscore character (as in EXTERIOR_COLOR).

  5. Select the type of table from the drop down list. The following are the table type values:
  6. If you are creating a linked table, click the Linked To Table button to open a picklist from which you can select the table to link to.
  7. Enter any notes. This step is optional.
Siebel Advisor Administration Guide