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Siebel Fundamentals for Siebel Open UI > Completing Common Record Tasks > Using Quick Fill to Create RecordsYou can store default values for fields in templates, and then use these templates when you create new records. These templates, called quick fill templates, populate fields in a form. Your Siebel administrator can set up these templates for your organization, and you can create your own templates. For example, if you are a service representative, then you can create quick fill templates containing the default field values for common types of service requests that you create. Then, when you receive a call for a new request for one of these types, you can apply the appropriate template to create a new service request with default field values. Although users can save values for read/write fields, single-value and multi-value fields that are read-only are not supported. For example, if you create a quick fill template for a contact, and enter a value in the Account Name field, then that value is not saved in the template. After you create a set of templates, you might want to delete the templates you no longer use or to rename some of the templates. You can perform these tasks in your user preferences. For more information, see Maintaining Quick Fill Templates. Creating Quick Fill TemplatesYou can create a new quick fill template. To create a quick fill template
Applying Quick Fill Templates to New RecordsYou can apply a quick fill template to a new record. To apply a quick fill template to a new record
Using Quick Fill Templates to Create RecordsYou can use a quick fill template to create a record. To use a quick fill template to create a record
Creating Records by Using the Last Quick Fill TemplateYou can create a record by using the last quick fill template that you used. To create a record by using the last used quick fill template |
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