Configuring Siebel Business Applications > Configuring Lists and Pick Applets > Configuring Lists and Pick Applets >
Using the Pick List Wizard to Create a Dynamic List
You can use the Pick List Wizard to create a dynamic list and related objects. These objects include the following:
- Pick List. Defines the properties of the list, including the originating business component and the pick business component. For more information, see How Siebel CRM Creates a Dynamic List.
- Pick Map. Child object of a business component field that maps the source field in the pick business component with the target field in the originating business component.
- Pick Applet. Pop-up applet that allows you to display the list of records where the user can choose a value.
The values of the Visibility Type and Visibility Auto All properties of the list object override the pop-up visibility properties on the business component. For more information, see Siebel Security Guide. To use the Pick List Wizard to create a dynamic list
- In Siebel Tools, click the File menu, and then click New Object.
- Click the Pick List icon, and then click OK.
- In the Pick List dialog box, enter the following information, and then click Next:
- Project.
- Business Component. Define the originating business component. This is the parent business component of the field that displays the list.
- Field.
- In the Pick List Type dialog box, choose Dynamic.
Note the following:
- In the Pick List Definition dialog box, choose to use a new list or a predefined list:
- If you must create a new list, then do the following:
- Choose Create a New Pick List.
- Click Next, and then proceed to Step 6.
- If you must use a predefined list, then do the following:
- Choose Use Existing Pick List.
- Choose the predefined list from the Existing Pick Lists window.
- Click Next, and then proceed to Step 8.
- In the Pick List Definition dialog box, enter information using values from the following table, and then click Next.
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Business component |
Choose the pick business component. |
Business component field |
Choose the field that Siebel CRM must use to sort the list. |
Name |
Enter a name for the new PickList object. Use the following format: ABC PickList entity
It is not necessary to repeat the entity name if the name already includes a prefix. For example, a PickList object that reference the MS Subsegment business component is ABC PickList Subsegment. It is not MS PickList MS Subsegment. |
Search specification |
As an option, you can specify a search specification. For more information, see Options to Filter Data That Siebel CRM Displays In an Applet. |
- In the Pick List Specifications dialog box, define the actions, such as No Delete, that the user can perform on Siebel data.
You can leave all options without a check mark.
- In the Pick Map dialog box, do the following:
- Choose the source field in the originating business component.
- Choose the target field in the pick business component.
- Click Add.
- Click Next, verify the information in the Finish Dialog box, and then click Finish.
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