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Configuring Siebel Operation Steps

Siebel Operation steps perform operations such as Insert, Update, Query, Delete, NextRecord, and PrevRecord on the business components in a task's instance of a business object.

Information about Siebel Operation steps appears in this topic as well as in the following additional topics:

• Configuring Task Step Context
• Specifying Task Step Output Arguments

You can define Siebel Operation steps for any business component associated with the business object selected for the task. If you want to update a business component not associated with the business object, you must associate the business component with the business object using Siebel Tools.

All fields are available for update and insert except fields based on multi-value groups and calculated fields. If you want to update a field based on a multi-value group, you can define a business component for the field, and link the business component to the object using Siebel Tools. For example, Account Team is based on a multi-value group, so it cannot be updated by selecting the Account business component. However, you can create a business component called Account Team and then associate it with the Account business object using Siebel Tools. You can then select Account Team as the business component to update it with the Siebel Operation step.

NOTE:  After executing a Siebel Operation step, the Siebel Operation Object ID process property stores the row ID of the record that was operated on.

To define a Siebel Operation step

1. Open the appropriate task in the Task Designer.
2. From the Task Palette, drag a Siebel Operation step, and drop it on the Task Designer at the desired location.
3. Enter a Name for the step, and a Description of its purpose.
4. Select the Type of operation. The available choices are:
   • Insert
   • Update
   • Query
   • QueryBiDirectional
   • Delete
   • NextRecord
   • PrevRecord

     For information on NextRecord and PrevRecord operators, see the Siebel Business Process Framework: Workflow Guide.

     NOTE:  Verify that updates or inserts of fields that have dependencies are valid fields. For example, if you have a service request task and your task is updating the area and subarea fields, make sure that the values specified for the subarea field are valid for that associated area.

5. Select the name of the business component.
6. (Optional) You can define fields for the Siebel operation. For more information, continue to Configuring Siebel Operation Field Lists.
7. (Optional) You can define search specifications for the Siebel operation. For more information, see Configuring Task Step Context.
8. (Optional) You can define output arguments for the Siebel operation. For more information, see Specifying Task Step Output Arguments.

Configuring Siebel Operation Field Lists

To define the fields for the Siebel Operation step, you use the Fields tab in the Multi Value Property Window. The drop-down list for the Field Name property (on the Fields tab) lists the fields of the business component that is specified for the Siebel Operation step. You can select the field to be defined from this list.

NOTE:  If you define the Siebel Operation step to perform an insert operation, make sure that the required fields have been added to the Siebel Operation step. System fields and predefaulted fields are populated when the step is created.

To define fields for a Siebel Operation step

1. In the Task Designer, select the appropriate Siebel Operation step, and open the Multi Value Property Window.
2. In the Multi Value Property Window, click the Fields tab.
3. Right-click the list area, and choose New Record.
4. For the Field Name property, select the field to be updated.
5. For the Type property, choose an input argument type. The available choices are:
   • Business Component
   • Expression
   • Literal
   • Task Property
6. Specify the appropriate input value, based on the field type:
   1. If the field type selected is Business Component, select the applicable values for the Business Component and Business Component Field properties.
   2. If the field type selected is Expression, enter an expression for the Value property. (Alternatively, you can click the drop-down button to launch the Expression Builder.)
   3. If the field type selected is Literal, enter a value for the Value property.
   4. If the field type selected is Task Property, select a task property for the Property Name property.
7. If you define multiple fields, and the field values have dependencies and must be entered in a specific order, then specify the order in the Preferred Sequence property starting with number 1.

   The Preferred Sequence property allows you to specify the order in which the field values are entered in the business component.

8. Enter comments as appropriate.

For information on updating a field based on a multi-value group, see the Siebel Business Process Framework: Workflow Guide.