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Identifying Predefined Picklist Objects in Siebel CRM

This task is a step in Process of Adding a Predefined Siebel Picklist to Siebel CRM Desktop.

In this topic, you identify the picklist objects that you use to add a picklist. These object come predefined with Siebel CRM.

To identify predefined picklist objects in Siebel CRM

1. Identify the field that Siebel CRM associates with the picklist you must add:
   1. Open Siebel Call Center.
   2. Navigate to the Contacts list, and then click a name in the Last Name field.
   3. Click the More Info tab, and then click the down arrow in the Contact Method field.

      Siebel CRM displays the pick list for the Contact Method field. This is the pick list you customize in this example.

   4. Choose the Help menu, and then the About View menu item.

      The About View dialog box lists the applets in the order in which Siebel Call Center displays them.

   5. Note the applet name in which Siebel Call Center displays the Contact Method pick list.

      In this example, this is the Contact Form Applet - Child applet.

   6. In Siebel Tools, in the Object Explorer, click Applet.
   7. In the Applets list, query the Name property for the applet you noted in Step e, which is Contact Form Applet - Child.
   8. Right-click the Contact Form Applet - Child applet, and then choose Edit Web Layout.

      If Siebel Tools displays the Read-only Object dialog box, then click OK. In this task, you do not modify the form so you can use a read-only version.

   9. In the Applet Web Template editor, click the Contact Method control.
   10. In the Properties window, note the value for the following property.

       Property	Value
       Field	Preferred Communications

       In this example, Siebel CRM associates the Preferred Communications field with the Contact Method pick list.

2. Identify the pick list:
   1. Open Siebel Tools.
   2. In the Object Explorer, click Business Component.
   3. In the Business Components list, query the Name property for Contact.
   4. In the Object Explorer, expand the Business Component tree, and then click Field.
   5. In the Fields list, query the Name property for Preferred Communications, and then note the value for the following property.

      Property	Value
      PickList	Comm Media Picklist

3. Identify the business component that the pick list references:
   1. In the Object Explorer, click Pick List.
   2. In the Picklists list, query the Name property for Comm Media Picklist, and then note the value for the following property.

      Property	Value
      Business Component	PickList Hierarchical Sub-Area

4. Identify the parent business object of the business component that the pick list references:
   1. In the Object Explorer, click the Flat tab, and then click Business Object Component.
   2. In the Business Object Components list, query the Bus Comp property for PickList Hierarchical Sub-Area, and then note the value for the following property.

      Property	Value
      Parent Business Object	CommSrv CM Channel Type PickList Administration

      If your query does not return a result, then create a new business object component using values from the table in this step. If you create a new business object component, then make sure the business component in which it resides is the primary business component for the business object that it references.