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Siebel Developer's Reference
What's New in This Release
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Overview for Using This Book
How This Book Describes Objects
Getting Help From Oracle
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Applet Classes
Overview of Applet Classes
CSSSWEFrame Class
CSSSWEFrameBase Class
CSSSWEFrameList Classes
CSSSWEFrameListBase Class
CSSSWEFrameListFile Class
CSSSWEFrameListDocGen Class
CSSSWEFrameListWeb Class
CSSSWEFrameSalutation Class
CSSSWEFrameContactOrgChart Class
CSSSWEFrameListFINApplication Class
CSSSWEFrameUserRegistration Class
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Business Component Classes
Overview of Business Component Classes
Generalized and Specialized Business Component Classes
Guidelines for Using Methods in Business Component Classes
Calling a Method
CSSBusComp Class
CSSBCBase Class
User Properties That Can Reference the CSSBCBase Class
Methods That the CSSBCBase Class Can Reference
CSSBCAccountSIS Class
Dependencies and Limitations for the CSSBCAccountSIS Class
Business Component User Properties That Can Reference the CSSBCAccountSIS Class
CSSBCActivity Class
Dependencies and Limitations for the CSSBCActivity Class
Business Component User Properties That Can Reference the CSSBCActivity Class
Methods That the CSSBCActivity Class Can Reference
CSSBCActivityPlan Class
CSSBCContactSIS Class
User Properties and Methods That You Can Use with the CSSBCContactSIS Class
CSSBCFile Class
Dependencies and Limitations for the CSSBCFile Class
Methods That the CSSBCFileClass Can Reference
CSSBCFINOppty Class
User Properties and Methods That You Can Use with the CSSBCFINOppty Class
CSSBCFINSActivity Class
CSSBCForecast Class
Dependencies and Limitations for Forecast Classes
Business Component User Properties That Can Reference the CSSBCForecast Class
Methods That the CSSBCForecastClass Can Reference
CSSBCForecastBase Class
Methods That the CSSBCForecastBase Class Can Reference
CSSBCForecastItem Class
CSSBCForecastItemDetail Class
Methods That the CSSBCForecastItemDetail Class Can Reference
CSSBCFundReq Class
CSSBCOppty Class
CSSBCOrderMgmtQuoteItem Class
CSSBCPharmaSpecializedAct Class
CSSBCPosition Class
Methods That the CSSBCPosition Class Can Reference
CSSBCProposal Class
Methods That the CSSBCProposal Class Can Reference
CSSBCServiceRequest Class
Dependencies and Limitations
CSSBCTaskTransient Class
CSSBCTaskTransientBase Class
CSSBCUser Class
Guidelines for Using the CSSBCUser Class
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User Properties
Overview of User Properties
How This Book Describes the User Property Format
Numbering Instances of a User Property
Alphabetic List of User Properties
Application User Properties
Calling Business Services from the Client
Disabling Predefined Queries in Views
Disabling the View Cache
Applet User Properties
Calling Methods from Applets
Disabling Data Loss Warnings in Standard Interactivity
Disabling Hierarchies in List Applets
Disabling Methods for FINS Applets in Query Mode
Disabling New Record Creation
Enabling Methods for Applets
Enabling High Interactivity for Applets
Enabling Record Manipulation in Field Service and Task Views
Hiding Applets That Contain No Data
Making an Applet Control Required
Specifying Gantt Chart Behavior
Specifying Template Values for Proposals
Specifying Drilldown Visibility
Specifying Field Names According to Parent Id
Specifying Political Influence in Organization Charts
Specifying Post Invoke Methods
Specifying Relationships in Organization Charts
Specifying the Application That Creates Proposals
Specifying the Calendar Visibility Filter
Specifying the Default Applet Focus
Specifying the Error Web Page for SmartScript
Specifying the Finish or Cancel Web Page for SmartScript
Specifying the Method That the Enter Key Calls
Specifying the Parent Business Component
Business Service User Properties
Specifying the BAPI Adapter Service
Specifying the Batch Size for SAP IDOCs
Specifying the Time Out Interval for Receive Requests
Control User Properties
Forcing Controls to Be Active
Saving Unsaved Data
Specifying the Goto URL
Specifying the Goto View
Specifying the Goto Web Page
Field User Properties
Disabling Search on Text Fields or Unindexed Fields
Disabling Sort on Business Component Fields
Making a Field Required
Setting the Field Text Length
Specifying Encryption for Fields
Updating Assets
Cascading Asset Updates
Specifying the Field That Stores the Account Id of a Contact
Specifying the SQL for EXISTS Search Specifications
Using Literals Instead of Bind Variables
Integration Component User Properties
Specifying Association Business Components
Specifying MVG Business Components
Preventing Siebel EAI From Deleting Records
Preventing Siebel EAI From Inserting Records
Integration Component Field User Properties
Specifying the Field Name for an MVG
Preventing Siebel EAI From Updating Fields
Integration Object User Properties
Specifying the IDOC Message Type for SAP
List Column User Properties
Disabling Sort on List Columns
Forcing Fields That a List Column References to be Active
View User Properties
Specifying the Default Applet Focus
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Business Component User Properties
Alphabetic List of Business Component User Properties
Viewing a Business Component User Property
Controlling Siebel CRM Data
Controlling Accounts
Controlling Activities
Controlling Revenues
Controlling Campaigns
Controlling Forecasts
Allowing Users to Update Closed Service Requests
Allowing Users to Update Assets
Adding Contacts to the Action Business Component
Creating Numbered Revisions of Quotes, Orders, or Agreements
Extending Quote Quantities
Automatically Assigning Responsibilities to Users
Making Sure the Current Employee Holds a Position
Setting the Close Out Flag Field
Specifying State Models
Specifying Assignment Objects
Protecting Seed Data
Controlling Search and Sort
Optimizing Sort Searches
Removing Duplicate Records From Queries
Overriding Sort Specifications on Business Components
Sorting According to the View Mode That the Business Component Uses
Disabling Automatic Trailing Wildcards in Queries
Adding Search Criteria to the Query Assistant
Saving Query Results in Target Lists
Specifying How to Sort Predefined Queries for Opportunities
Specifying Search Specifications for the Action Business Component
Specifying Search Specifications for Nonsales Rep Views
Controlling Visibility Filters
Controlling Global Account Visibility
Controlling My Visibility Filters
Controlling Manager Visibility Filters
Controlling Records
Making Records Read-Only According to a Field Value
Disabling Modifications to Saved Records
Allowing Administrators to Modify Records
Preventing Administrators from Deleting Records
Preventing Administrators from Updating Records
Calculating Values When Writing Records
Specifying Sequential Line Numbers for New Records
Specifying Sequential Line Numbers for New Records According to Maximum Values
Setting Business Components to Read-Only According to a Field Value
Setting Business Components to Read-Only According to a Name
Using Literals Instead of Bind Variables When Merging Records
Controlling Fields
Making Fields Active
Making Fields Read-Only
Disallowing Empty Fields
Disabling Field Deletion
Setting Field Values According to Conditions
Updating Fields When Siebel CRM Updates Other Fields
Calling Methods When Siebel CRM Updates Fields
Setting the Field Created Date to the Saved Date
Updating the Planned Field if the Start Date Field Is Modified
Overriding the Type for Fields That Users Read from Right-To-Left
Setting Default Values for Fields That Use Drop-Down Lists
Modifying the Currency That a Field Uses
Specifying Field Name Prefixes for File Attachment Business Components
Controlling Primaries
Specifying Who Can Modify Primary Team Members
Setting the Primary Sales Rep as the Owner
Setting the Current User as the Primary Contact
Allowing Only the Primary to Modify Sales Methods for Opportunities
Restricting How Siebel CRM Displays Private Activities for Primaries
Specifying Business Services
Calling Business Service Methods from Business Components
Specifying Business Service Parameters
Specifying External Data Sources for Business Services
Specifying Business Services for Virtual Business Components
Controlling Parent and Child Relationships
Copying and Deleting Child and Grandchild Records
Updating the Parent Business Component if Siebel CRM Modifies Children
Specifying Recursive Links Between Parent and Child Business Components
Enabling Service Request Updates in Child Business Components
Controlling Email
Specifying Statuses for Outgoing Email
Specifying the Manager That Sends Email
Sending Email Packages to Recipients
Responding to Email or Web Offers
Controlling Specific Siebel Business Applications
Controlling Siebel Automotive
Specifying Activities to Synchronize for Siebel Handheld
Specifying Position Join Fields for Siebel Life Sciences
Specifying Business Components for Product Selection and Pricing
Identifying Business Components That Siebel Financial Services Uses
Specifying Room Types for Siebel Hospitality
Specifying Arrival Dates, Room Blocks, and Function Spaces for Siebel Hospitality
Enabling Credit Check
Specifying the Workflow Process for Credit Check
Specifying Credit Card User Properties
Doing Other Work
Specifying the Application Name
Using Aspects to Control Read Only, Insert, and Other Behavior
Specifying the Default Bookmark View
Enabling the Dispatch Board
Making Sure an Attachment File Exists
Enabling the Revise Button According to Conditions
Specifying Joins to the S_PARTY Table
Specifying the DB2 Optimization Level for SQL Statements
Capturing User Drilldown Behavior
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Siebel Web Engine Tags
About SWE Tags
Applet Tags
Applet Tag
Applet Layout Tag
Control Tag
Form Applet Layout Tag
Master and Detail Applet Tags
Select Row Tag
Form and Web Page Tags
Form Tag
Web Page Item Tag
Frame Tags
Frame Tag
Frameset Tag
Navigation Control Tag
Program Logic Tags
Error Tag
JavaScript Tag
If Tag
Iterate Tag
Iterate Rows Tag
Switch, Case, and Default Tags
Referential Tags
Include Tag
Map Siebel Object to SWE Tag
This Tag
This Id Tag
This Table Id Tag
Screen Tags
For Each Screen Tag
Screenbar Tag
Screen Link Tag
Screen Name Tag
Subview Tags
Subview Bar Tag
For Each Subview Tag
Threadbar Tags
About Threadbar Behavior
For Each Thread Tag
Step Separator Tag
Thread Link Tag
About Link Navigation
Example of Using the Threadbar Tags
Togglebar Tags
For Each Toggle Tag
Toggle Bar Tag
Toggle Link Tag
Toggle Name Tag
Examples of Using the Togglebar Tags
Toolbar Tags
Configuring an HTML or Java Toolbar
Toolbar Tag
Toolbar Item Tag
Tree Tags
Applet Tree List Tag
For Each Indent Tag
For Each Node Tag
Indent Image Tag
Node Tag
View Tags
Overview of Using View Tags
Current View Tag
For Each View Tag
View Tag
View Bar Tag
View Link Tag
View Name Tag
Predefined Query Tag
Tags That Support a Specific Feature
Language Conversion Tag
Training Tag
Wireless Tag
XSL Stylesheet Tag
Tags That Are for Oracle Internal Use Only
All Applets, All Controls, and List Control Tags
Calendar Tags
Gantt Chart Tags
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Siebel Templates for Employee Applications
Overview of Configuring Siebel Templates for Employee Applications
Guidelines for Configuring Applet Templates
About Mapping IDs to Placeholders
Elements in the Client of an Employee Application
Form Templates
Overview of Using Applet Form Templates
Form Template for Edit, New, or Query Mode
One Column Form Template
One Column Form, Light Template
One Column Form, Light Template for Base, Edit, or New Mode
Four Column Form Template for Base Mode
Four Column Form Template for Edit or New Mode
Four Column Form Template With No Record Navigation
Grid Layout Form Template
List Templates
List Template for Base or Edit List Mode
Inverted Axis List Template
Message List Template
Portal List Template
Portal List Template With Graphics
Totals List Template for Base or Edit List Mode
Calendar Templates
Daily Calendar Template
Daily Calendar Template for Portals
Weekly Calendar Template
Monthly Calendar Template
Service Calendar Template
Chart Templates
Chart Template
Gantt Chart Template
Gantt Chart Activity Template
Gantt Chart Template for Portals
Container Templates
Container Template
CC Container Logic Template
Popup Templates
Popup Form Template
Popup Form, Grid Layout Template
Popup List Template
Popup Spell Checker Template
Popup Query Template
Search Templates
Search Center, Top Template
Search Center, Bottom Template
Advanced Search Template
Find Template
Save Search Template
Search Preference Template
Search Results Templates
Tree Templates
Applet Tree Template
Applet Tree, Marketing Template
View Tree Template
View Tree Two Template
View Templates
Overview of Using View Templates
View 1 Over 2 Over 1 Template
View 25 - 50 - 25 Template
View 25 - 75 Template
View 25 - 75 Framed Template
View 25 - 75 Framed Two Template
View 50 - 50 Template
View 66 - 33 Template
View Admin Template
View Admin Template With Grandchild Indented Applets
View Basic Template
View Catalog Admin Template
View Detail Template
View Detail Template With Grandchild Indented Applets
View Detail Two Template
View Detail Two Template With Grandchild Indented Applets
View Detail Three Template
View Detail Three Template With Grandchild Indented Applets
View Detail Three Multichild Template
View Detail Multichild Template
View Parent List With Tabs Template
Specialized Employee Templates
Columns Displayed Template
Dashboard Template
Email Response Template for Inbound Messages
Email Response Template for Outbound Messages
Salutation Applet Template
Salutation Applet Template With Graphics
Screen Links Template
Send Mail Template
Send Mail Template for Picking Recipients
Site Map Template
View Dashboard Template
View Segment Detail Template
Wizard, Error, and Smart Script Templates
Applet Wizard Template
Error Page Template
Smart Script Player Template
Smart Script Player Template With Tree Only
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Siebel Templates for Customer Applications
Overview of Configuring Siebel Templates for Customer Applications
Customer Form Templates
Basic Form Template
One Column Form Template
Two Column Form Template
Four Column Form Template
Item Detail Form Template
Search, Top Form Template
Title, Form Template
Four Column, Merged, Form Template for Base, Edit, or New Mode
Customer List Templates
Brief, Bullet, List Template
Brief, Bullet, Border, List Template
Brief, Bullet, Shade, List Template
Brief, Image Bullet, List Template
Brief, Image Bullet Two, List Template
Brief, Image Bullet, Border, List Template
Categorized List Template With Tabs
Categorized List Template With No Tabs
Brief, Image Bullet, Shade, List Template
Categorized Bullet, List Template
Categorized Bullet, List Template With Tabs
Categorized Table of Contents, List Template
Detailed, Image Bullet, List Template
Detailed, Image Bullet, List Template With Record Navigation
Detailed, Image Bullet, List Template With Record Navigation Two
Go To View, List Template
Horizontal List Template
List Template With Tabs
Light List Template
Search Results, List Template
Subcategory List Template
Subcategory, One Per Row, List Template
Subcategory, Four Per Column, List Template
Subcategory, Six Per Column, List Template
Subcategory, Indented, List Template
Merged List Template for Base or Edit List Mode
Links List Template
Customer View Templates
Admin View Template
Basic View Template
Detail View Template
Detail View Two Template
Detail, Multiple Child, View Template
25 50 25, View Template
25 50 25, Home, View Template
50 50, View Template
66 33, View Template
100 66 33 100, View Template
Customer Container Templates
Container Template With Frames
Container Template Without Frames
Container Template for Employee and Customer Applications
Specialized Customer Templates
Find Template
License, Base, One Column Template
Parametric Search, Head Template
Parametric Search, Tail Template
Real-Time Shopping Cart Template
Advanced Search Template
Advanced Search Template With Tabs
Basic Search Template
Totals Template
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Cascading Style Sheets
Overview of Cascading Style Sheets
Elements of Cascading Style Sheets
Applet Elements
Banner Elements
Calendar Elements
Control Elements
Customer Application Elements
Dashboard Elements
Dialog Box Elements
Divider Elements
ePortal Elements
External News Elements
Fonts and Link Color Elements
Form Elements
Login Page Elements
Navigation Elements
Page Header Elements
Rich Text Component Elements
Search Center Elements
SmartScript Player Elements
Status Message Elements
Text Elements
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Operators and Expressions
Operators
Operator Precedence
Comparison Operators
Logical Operators
Arithmetic Operators
LIKE and NOT LIKE Operators
NULL Operator
Using the EXISTS Operators with Multivalue Groups
Expressions
Functions You Can Use in a Calculated Expression
Using the Division Functions
Using the IIf Function
Using Julian Functions
Using the Timestamp Function
Using Functions in the Predefault and Postdefault Properties
Using Expressions In the Calculated Field and Field Validation Properties
Using the Invoke Service Method in a Calculated Field
Using Calculated Fields with Chart Coordinates
How Siebel CRM Handles Data Types During a Calculation
Guidelines for Configuring Calculated Fields
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