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Process of Adding a Predefined Siebel Picklist to Siebel CRM Desktop


This topic gives one example of how to add a predefined Siebel picklist to Siebel CRM Desktop. You might use this feature differently, depending on your business model. In this example, you add a picklist to the Contact form that allows the user to choose from a set of predefined contact methods. These methods indicate how the contact prefers to be contacted, such as through email, pager, or phone.

To add a predefined Siebel picklist to Siebel CRM Desktop, you do the following:

  1. Identifying Predefined Picklist Objects in Siebel CRM.
  2. Creating an Integration Object for the Contact Method Picklist
  3. Extending an Integration Object for the Contact Method Picklist
  4. Adding a Field to the Customization Package
  5. Customizing the Physical Layout for the Pick List
  6. Publishing and Testing a Custom Picklist
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