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Adding a Default Value to a Field in Siebel CRM Desktop

This topic describes how to configure Siebel CRM Desktop to add a default value to a field when the user creates a new record. In this example, you configure Siebel CRM Desktop to add the following default value to the Opportunity field:

CRM Opportunity

To add a default value to a field in Siebel CRM Desktop

1. Configure the default value:
   1. Use a JavaScript editor to open the business_logic.js.
   2. Locate the create_siebel_meta_scheme2 function.
   3. Add the following code to the end of the function:

   scheme.objects.get_object("object_type").get_field("field_name")["default_source"] = "default_value";

   where:

   • object_type is the object type identifier of the object type that resides in the siebel_basic_mapping.xml file. This file contains definitions for object types. Each definition includes an Id attribute. This attribute is the object type identifier that you must use for the object_type. For more information, see Customizing How Siebel CRM Desktop Maps Fields.
   • field_name is the name of a field that resides in the definition of the object type in the siebel_basic_mapping.xml file.
   • default_source identifies the source for the default value. For more information, see Setting the Source for the Default Value.
   • default_value defines the default value that Siebel CRM Desktop adds. You use the default_value variable only if you set the default_source variable to initial_value.

     For this example, you add the following code:

   scheme.objects.get_object("Opportunity").get_field("Name")["initial_value"] = "CRM Opportunity";

   4. Save and then close the business_logic.js file.
2. Test your work:
   1. Open the Siebel CRM Desktop client, and then navigate to the opportunity form.
   2. Create a new opportunity.
   3. Verify that Siebel CRM Desktop adds the following default value to the Opportunity Name field:

      CRM Opportunity

Setting the Source for the Default Value

To identify the source of the default value, you can use one of the following values for the default_source variable:

• initial_value. Specifies to use the value that you set for the default_value variable as the default value.
• initial_value_res. Sets the same value as the initial_value variable except you define the default value in the package_res.xml file.
• initial_value_fn. Uses a function that returns a value to the field. For example, to configure Siebel CRM Desktop to enter a value for a date field, you can specify a function that returns the current Windows system date.