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Siebel Correspondence, Proposals, and Presentations Guide > Correspondence >
Configuring Additional Merge Fields for Correspondence Templates
The exported data is taken from the following business components:
- Service Request Recipient business component if the correspondence is created from a view that is based on service requests
- Recipients business component if the correspondence is created from the Correspondence list view or from a view that is not based on service requests (such as the Opportunities screen)
New fields in the Recipients business component are restricted to those fields that are based on columns in the S_CONTACT table or those fields that are obtained through join relationships. You can add joins for tables that have a master-detail relationship with S_CONTACT, where S_CONTACT is the detail table. You must add the join to the Recipients business component. New fields in the Service Request Recipient business component are restricted to those fields that are based on columns in the S_CONTACT table, the S_SRV_REQ table, or columns available through joins to these tables. Table 3 summarizes the contents of the two business components and the contexts in which they are used. For more information about adding fields, see Developing and Deploying Siebel Business Applications and Configuring Siebel Business Applications.
Table 3. Summary of Merge Fields Sources and Uses
Source Business Component |
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Recipients |
- S_CONTACT
- Joins with tables that have a master-detail relationship with S_CONTACT as the detail table).
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Correspondence created:
- Directly in the Correspondence List view.
- From any view that is not based on service requests.
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Service Request Recipient |
- S_CONTACT
- S_SRV_REQ
- Joins with tables that have a master-detail relationship with S_CONTACT or S_SRV_REQ as the detail table.
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Correspondence created from views that are based on service requests. |
This task is a step in Process of Setting Up and Using Correspondence. To configure an additional merge field for correspondence templates
- In Siebel Tools, add the new field to the Recipients business component or the Service Request Recipient business component.
CAUTION: Make sure that the database column name for the field does not exceed 38 characters. Microsoft Word does not display merge fields beyond this limit.
- Add the name of the new field to the Export Field # user property of the business component, where # is an integer.
If necessary, you can create additional user properties by incrementing the integer.
- Update the SIEBEL.HTML file before creating a correspondence template containing the new field.
For more information, see Creating and Updating the SIEBEL.HTML File.
NOTE: The SIEBEL.HTML file can have up to 63 merge fields; Microsoft Word does not display fields beyond this limit.
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