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Example of Creating a Predefault Value for a Joined Business Component Field


This topic describes one example of defining a predefault value for a joined field. You might use this feature differently, depending on your business model.

Because Siebel CRM cannot update a joined field, if no value is included when Siebel CRM inserts a record, then you cannot use a predefault value as a default field value. To display the field value immediately when Siebel CRM inserts the new record, you can use a predefault value for a joined field.

To create a predefault value for a joined business component field

  1. Create a join on the S_OPTY table in the Opportunity Product business component.
  2. Define two new fields that reference the join.

    One field displays the Opportunity Sales Stage. The other field displays the Name.

  3. Add the two fields to the Opportunity Product applet.
  4. Compile all locked projects.
  5. Test you changes:
    1. In the Siebel client, use the predefined Opportunities - Products view to add a new product for an opportunity.

      Note that Siebel CRM does not update the joined fields. Note that Oppty Id contains data, which is the source field for the join.

    2. Requery the applet.

      Note that Siebel CRM now displays the values.

  6. In Siebel Tools, set the Predefault property of the Opportunity Name field using values from the following table.
    Property
    Value

    Pre Default Value

    Parent:'Opportunity.Name'

    You must use the following format:

    Parent:'Parent Business Component.Name of the Joined Field'

  7. In Siebel Tools, set the Predefault property of the Opportunity Sales Stage field using values from the following table.
    Property
    Value

    Pre Default Value

    Parent: 'Opportunity.Sales Stage'

  8. Set the Link Specification property of the Name and Sales Stage fields in the parent business component to TRUE.
  9. Compile all locked projects.
  10. In the Siebel client, add a new product for an Opportunity.

    Note that Siebel CRM immediately enters data into the joined fields.

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