Associating Records Using a Multiple Selection Dialog Box

Multiple selection dialog boxes allow you to associate multiple records with one record. On different screens in the Siebel application, you can associate a record with an existing record in a multiple selection dialog box and with a new record in a multiple selection dialog box.

Associating Records with Existing Records in a Multiple Selection Dialog Box

Complete the procedure in this topic to associate a record with an existing record in a multiple selection dialog box.

To associate a record with an existing record in a multiple selection dialog box  

1. Navigate to the appropriate screen.

2. Select the record you want to associate with other records.

3. Click the multiple select button in the appropriate field.

   A multiple selection dialog box appears showing the list of selected records for the field.

4. Click Show Available to see the list of available records for the field.

5. Select the record you want to associate with the current record, and click Add.

Note: You can select multiple records by holding down the CTRL key and clicking each record.

The list of selected records for the field appears, and this list includes the record you select.

1. (Optional) If you want to remove records in the list of selected records, then do the following:

   1. To remove one or more records, select the records, and click Remove.

   2. To remove all records, click Remove All.

2. Click OK.

Associating Records with New Records in a Multiple Selection Dialog Box

Complete the procedure in this topic to associate a record with a new record in a multiple selection dialog box.

Note: In some situations, you cannot add new records in multiple selection dialog boxes.

If you attempt to add data to the database from a dialog box and then decide to cancel the record, then the data you add in the dialog box is not deleted from the database. However, if the data exists in the Siebel application only in the record for which you open the dialog box, then the data is deleted.

To associate a record with a new record in a multiple selection dialog box  

1. Navigate to the appropriate screen.

2. Select the record you want to associate with a new record.

3. Click the multiple select button in the appropriate field.

   A multiple selection dialog box appears showing the list of selected records for the field.

4. Click Show Available to see the list of available records for the field.

5. Click New.

   The form for the new record appears.

6. In the form, enter the information for the new record, and click Save.

   The list of selected records for the field appears, and the new record appears in this list.

7. Click OK.