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Creating a New PIMSI Siebel Object

This topic describes how to create a new PIMSI Siebel object, which is used to define the object and fields available to the Outlook Add-in.

This task is a step in Process of Configuring Custom Objects in Siebel Outlook Add-In.

Follow the procedure below to create the new PIMSI Siebel object.

To create the new PIMSI Siebel object

1. Navigate to Administration - PIMSI Server Integration, and then Siebel Objects.
2. In the PIMCI Siebel Object list, create a new object using the values in the following table.

   NOTE:  In the following table, replace Household with the name of the PIMSI Siebel object type you are adding to the Outlook Add-In.

   Parameter	Value	Description
   Name	Household	The name of the object as it is to be displayed.
   Business Object	Household	A business object for which the entity is defined in Tools, and for which the primary business component is the business component underlying the object being created.
   Business Component	Household	The business component that is to retrieve the records for display in the Add-in.
   View Mode	Sales Rep	The visibility mode to be used when querying the business component. It is recommended that you do not specify the values All or Organization.
   Display Field	Household Name	The field to display in the Current Siebel Links drop-down list and the Quick Links list.
   Translation LOV	PIMCI_ADDIN_HOUSEHOLD_FIELD	The multilingual LOV defined in Step 2 for possible display fields.
   View Name	My Households View	The name of the view that is displayed when the Go link is selected in Microsoft Outlook. In choosing the view to display, ensure the following conditions exist: The view business object must be the same as the business object for this record The view's visibility applet type must be the same as the view mode specified for this record. The view's visibility applet must be based on the same business component as that specified for this record.
   Applet Name	Households List Applet	The name of the applet that is queried.

3. In the Siebel Object Fields applet, create a record for each field that is to display in the Siebel Outlook Add-Id using values similar to those shown in the following table.

   Name	Field Sequence	Description
   Id	0	The sequence 0 must always be Id
   Household Name	1	List the remaining fields that you want to display in the required sequence order. Each field uses the LIC value from the Translation LOV (in this example, PIMCI_ADDIN_HOUSEHOLD_FIELD). When displayed in the user interface, the display value of the LOV is used for the current user language.