Siebel Public Sector Guide > Setting Up Cases > Adding New Serialization Rules >

Example 2 of Configuring Serialization


This task is a step in Process of Setting Up Cases.

Your organization may want to serialize incident attachments by adding a Serial Number button to the Incidents screen > Incident List > Attachments view—see Adding Serial Number Buttons to the User Interface for more information about adding such a button to the interface. Before users can successfully use this button however, administrators must perform some configuration. In the following procedures, instructions are provided to allow incident attachments to be serialized, based on the serial numbers generated by the Case Rule—the Incident Attachment Rule created is a child rule of the Case Rule. If you want to serialize incident attachments independently of the Case Rule, use the procedures in Example 1 of Configuring Serialization as a guide.

To allow incident attachments to be serialized by an Incident Attachment Rule (and as a child of the Case Rule) perform the following tasks:

  1. Configuring Incident Attachment Serialization in Tools
  2. Adding an Incident Attachment Serialization Rule

Configuring Incident Attachment Serialization in Tools

Perform the following procedures to allow serialization on the PUB Incident Attachment business component.

NOTE:  If you are adding new columns to a table (or making other such database schema changes), make sure that such changes are reflected in the database. See Using Siebel Tools for more information.

To configure the counter table and business component

  1. Log into Siebel Tools as an administrator.
  2. Navigate to Object Explorer > Table and query for the S_CASE_SEQ_CTR table.
  3. Navigate to Table > Column and query for the CASE_SEQ_NUM column.
  4. Copy the CASE_SEQ_NUM record.
  5. Name the new column record INCIDENT_SEQ_NUM and give it a unique user name like, for example, Incident Sequence Number.
  6. Navigate to Object Explorer > Business Component and query for the PUB Counter business component.
  7. Navigate to Business Component > Field and query for the Case Counter record.
  8. Copy the Case Counter record.
  9. Name the new record Incident Counter and in the Column field, enter INCIDENT_SEQ_NUM.

To configure the incident table and business components

  1. Navigate to Object Explorer > Table.
  2. Query for the S_INCIDENT table.
  3. Create two new column records called Serial Number and Local Counter.

    To get the correct values for these two columns, query the S_CASE table for the same columns.

  4. Navigate to Object Explorer > Business Component and query for the PUB HLS Incident business component.
  5. Navigate to Business Component > Field.
  6. Create two new field records called Serial Number and Local Counter.

    To get the correct values for these two fields, query the HLS Case business component for the same fields.

  7. Navigate to Business Component > Business Component User Prop (with PUB HLS Incident still selected).
  8. Add the following records to allow serialization on the PUB HLS Incident and PUB HLS Incident business component.
    Name
    Value

    SerializationAutoGenerate

    Y

    SerializationBO

    HLS Case

    SerializationBC

    PUB HLS Incident

    SerializationParentBC

    HLS Case

    SerializationParentIdField

    Case Id

    SerializationChildBO

    PUB HLS Incident

    SerializationChildAttBC

    PUB Incident Attachment

  9. Compile the edited projects and replace the Siebel Repository File (SRF).

You must also configure the incident attachment business component.

To configure the incident attachment business component

  1. Navigate the Object Explorer > Business Component and query for the PUB Incident Attachment business component.
  2. Navigate to Business Component > Field, and for the Incident Id field, select the Force Active field to enter a check in the check box.

Adding an Incident Attachment Serialization Rule

Perform the following procedure to add a new serialization rule to determine the format for the incident attachment serial numbers. See Creating Serialization Rule Records for more information.

To add a rule for claim serialization

  1. Navigate to the Administration - Case screen > Serialization Rules view.
  2. In the Serialization Rules list, create a new record with the following values.
    Field
    Value

    Name

    Incident Attachment Rule

    Business Object

    PUB HLS Incident

    Business Component

    PUB Incident Attachment

  3. Scroll down to the Attributes list and create new records with the following values.
    Record
    Field
    Value

    Record 1

    Sequence

    1

    Type

    Parent Serial Number

    Record 2

    Sequence

    2

    Type

    Constant

    Constant Value

    -

    Record 5

    Sequence

    3

    Type

    Local Counter

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