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Specifying Template Values for Proposals

The DocumentContextType applet user property specifies the context of a proposal. The value for this user property must include a string that defines a proposal template category. This value must match exactly a value that the PROPOSAL_TEMPLATE_TYPE list of values contains.

If the value you specify matches a value in the PROPOSAL_TEMPLATE_TYPE list of values, then Siebel CRM uses the templates that include the same category value in this applet. It displays these values in the Template drop-down list. For example, the following value filters proposal templates so that Siebel CRM displays only some proposal templates in the Template drop-down list in this applet in the client:

Account Proposal

The Account Proposal that Siebel CRM defines for the Category field determines the templates that Siebel CRM displays.

You can configure Siebel CRM to deactivate this user property or modify the value for it, but not to create a new instance of it.