Siebel CRM Desktop for IBM Notes Administration Guide > Customizing Picklists > Process of Creating Hierarchical Picklists >

Modifying Siebel CRM Objects to Support Hierarchical Picklists


This task is a step in Process of Creating Hierarchical Picklists.

In this topic you modify Siebel CRM objects to support a hierarchical picklist.

To modify Siebel CRM objects to support a hierarchical picklist

  1. Open Siebel Tools.
  2. In the Object Explorer, click Pick List.
  3. In the Picklists list, create two new picklists using values from the following table.
    Name
    Business Component
    Search Specification

    JVD Hierarchical - Child

    PickList Generic

    Not applicable

    JVD Hierarchical - Parent

    PickList Generic

    '[Parent] Is Null'

  4. In the Object Explorer, click Business Component.
  5. In the Business Components list, query the Name property for Opportunity.
  6. In the Object Explorer, expand the Business Component tree and then click Field.
  7. In the Fields list, create two new fields using values from the following table.
    Name
    Join
    Column
    Type
    Picklist

    JVD Hier Child

    S_OPTY_X

    ATTRIB_47

    DTYPE_TEXT

    JVD Hierarchical - Child

    JVD Hier Parent

    S_OPTY_X

    ATTRIB_46

    DTYPE_TEXT

    JVD Hierarchical - Parent

  8. Extend the integration object to expose the new field:
    1. In the Object Explorer, click Integration Object.
    2. In the Integration Objects list, query the name property for CRMDesktopOpportunityIO.
    3. In the Object Explorer, expand the Integration Object tree and then click Integration Component.
    4. In the Integration Components list, query the External Name Context property for Opportunity.
    5. In the Object Explorer, expand the Integration Component tree and then click Integration Component Field.
    6. In the Integration Component Fields list, add a new field using values from the following table.
      Property
      Value

      Name

      JVD Hier Parent

      Data Type

      DTYPE_TEXT

      Length

      30

      External Sequence

      233

      External Name

      JVD Hier Parent

      External Data Type

      DTYPE_TEXT

      XML Sequence

      233

      XML Tag

      JVDHierParent

    7. In the Object Explorer, expand the Integration Component Field tree and then click Integration Component Field User Prop.
    8. In the Integration Component Field User Props list, add a new user property using values from the following table.
      Property
      Value

      Name

      PICKLIST

      Value

      Y

    9. In the Object Explorer, click Integration Component Field.
    10. In the Integration Component Fields list, add a new field using values from the following table.
      Property
      Value

      Name

      JVD Hier Child

      Data Type

      DTYPE_TEXT

      Length

      30

      External Sequence

      234

      External Name

      JVD Hier Child

      External Data Type

      DTYPE_TEXT

      XML Sequence

      234

      XML Tag

      JVDHierChild

    11. In the Object Explorer, click Integration Component Field User Prop.
    12. In the Integration Component Field User Props list, add a new user property using values from the following table.
      Property
      Value

      Name

      PICKLIST

      Value

      Y

  9. Deploy your changes to the Siebel Runtime Repository.
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