Configuring Siebel Business Applications > Configuring Applets > Process of Configuring Drilldown from the Calendar Applet >

Defining Fields in the Business Component


This task is a step in Process of Configuring Drilldown from the Calendar Applet.

The fields you define in this topic are required to support drilldown on the contact icon and a dynamic drilldown on an activity. If you modify the drilldown definition, then you must modify the relevant fields.

To define fields in the business component

  1. In the Object Explorer, click Business Component, and then locate the Action business component in the Business Components list.
  2. Expand the Business Component tree in the Object Explorer, and then click Field.
  3. In the Fields list, add a new field using values from the following table.
    Property
    Value

    Name

    Primary Contact Icon

    Calculated

    True

    Calculated Value

    IIF([Primary Contact Last Name] is NULL and [Primary Contact First Name] is NULL, "", "<img src='images/icon_copy.gif' border='0'>")

    The Primary Contact Icon allows the user to start the drilldown.

  4. In the Fields list, add a new field using values from the following table.
    Property
    Value

    Name

    Type Category

    Calculated

    True

    Calculated Value

    IIF([Type] = LookupValue ("TODO_TYPE", "Appointment"), "A", (IIF([Type] = LookupValue("TODO_TYPE","Presentation"), "P", "O")))

  5. In the Fields list, add a new field using values from the following table.
    Property
    Value

    Name

    Open Bracket

    Calculated

    True

    Calculated Value

    IIF([Primary Contact Last Name] is NULL and [Primary Contact First Name] is NULL, "", "[")

    You use the open bracket symbol ([) and close bracket symbol (]) in Step 6. To enclose the corresponding last and first names of the contact with brackets in Siebel CRM, these fields are defined according to the conditions that are set for them.

  6. In the Fields list, add a new field using values from the following table.
    Property
    Value

    Name

    Close Bracket

    Calculated

    True

    Calculated Value

    IIF([Primary Contact Last Name] is NULL and [Primary Contact First Name] is NULL, "", "]")

  7. In the Fields list, add a new field using values from the following table.
    Property
    Value

    Name

    Contact Details

    Join

    S_CONTACT

    Column

    LAST_NAME

    Siebel CRM uses the LAST_NAME column to get details about the contact from the S_CONTACT table. To support drilldown on the contact icon and dynamic drilldown on the activity, details about the contact are required. If you modify the definition of the drilldown, then it might be necessary for you to also modify the relevant fields.

    You must define the Join property before you define the Column property.

  8. In the Fields list, verify that the Primary Contact Last Name field is defined using values from the following table.
    Property
    Value

    Name

    Primary Contact Last Name

    Join

    S_CONTACT

    Column

    LAST_NAME

    If the field does not exist, then create it. If the field is not defined correctly, then modify it.

  9. In the Fields list, verify that the Primary Contact First Name field is defined with values from the following table.
    Property
    Value

    Name

    Primary Contact First Name

    Join

    S_CONTACT

    Column

    FST_NAME

    If the field does not exist, then create it. If the field is not defined properly, then modify it.

  10. Create a file name for the icon that Siebel CRM uses with the Primary Contact Icon field.
    1. In the Fields list, locate the Primary Contact Icon field.
    2. In the Calculated Value property, replace icon_copy.gif with a file name that contains an image of the icon you must display.

      If a primary contact is associated to the calendar event, then Siebel CRM displays this icon on a calendar event.

  11. Verify that the join to the S_CONTACT table is defined appropriately:
    1. Make sure the Action business component is chosen in the Business Components list.
    2. In the Object Explorer, click Join, then query the Alias property of the Joins list for S_CONTACT.
    3. Verify that the Table property contains S_CONTACT.
    4. In the Object Explorer, expand the Join tree, and then click Join Specification.
    5. In the Join Specifications list, verify that the join specification contains the following values.
      Property
      Value

      Name

      S_CONTACT

      Destination Column

      PAR_ROW_ID

      Source Field

      Primary Contact Id

    6. If an S_CONTACT join with the alias S_CONTACT does not exist, then search for a join on the S_CONTACT table that contains the same definition.
      • If a predefined join with this definition does not exist, then create a new join using values in Step b through Step e.
      • If a join does exist that contains a different alias that meets this definition, then modify the join values to match the values in Step b through Step e.
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