Siebel Customer Relationship Management Siebel Fundamentals for Siebel Open UI Siebel Innovation Pack 2014 E52425-01 |
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On different screens in the Siebel application, you can associate a record with an existing record in a single selection dialog box and with a new record in a single selection dialog box.
Complete the procedure in this topic to associate a record with an existing record in a single selection dialog box.
To associate a record with an existing record in a single selection dialog box
Navigate to the appropriate screen.
Select the record you want to associate with another record.
Click the single select button in the appropriate field.
A single selection dialog box appears.
In the dialog box, locate and select the record you want to associate with the existing record.
Click OK.
Complete the procedure in this topic to associate a record with a new record in a single selection dialog box.
Note: In some situations, you cannot add new records in single selection dialog boxes. |
To associate a record with a new record in a single selection dialog box
Navigate to the appropriate screen.
Select the record you want to associate with a new record.
Click the single select button in the appropriate field.
A single selection dialog box appears.
Click New.
The form for the new record appears.
In the form, enter the information for the new record, and click Save.
The new record appears in the single selection dialog box.
Click OK.