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Configuring a Multi-Value Group

This task is a step in Process of Configuring Picklists, Drilldowns, and MVGs.

A multi-value group is a user interface element that incorporates child data in an applet. It allows the user to display multiple child records for a single parent record. Instead of using a master-detail view, the user clicks the select button in a multi-value field, and then Siebel CRM displays an MVG applet that includes a set of child records.

For example, to display the contacts associated with each opportunity, NREC must create an MVG on the Opportunity Form Applet (SCW). To view the results of the configuration work, see Figure 14.

In this example, you use the Multi Value Group Wizard. This wizard automatically creates the following objects:

• Multi-Value Link
• Multi-Value Field
• Multi-Value Group Applet, if necessary

After you use the wizard, you configure Siebel CRM to display the multi-value field in the Siebel client. The Opportunity Form (SCW) applet already includes a Contact field. You modify it so it displays the Contact MVG.

To configure a multi-value group

1. Create the multi-value group:
   1. In Siebel Tools, choose the File menu, and then the New Object menu item.
   2. In the General tab of the New Object Wizards dialog box, click MVG and then click OK.
   3. In the Multi Value Group dialog box, enter values from the following table, and then click Next.

      Property	Value	Description
      Project	NREC Configuration	Project to which the MVG belongs.
      Master Business Component	Opportunity	The name of the parent business component. For example, Opportunity is the parent business component in the Opportunity/Contact link.

   4. In the next Multi Value Group dialog box, enter the values from the following table, and then click Next.

      Property	Value	Description
      Detail Business Component	Contact	The name of the detail business component. For example, Contact is the child business component in the Opportunity/Contact link.
      Multi Value Link Name	NREC Contact	Unique name for the multi value link.

   5. In the Direct Links dialog box, click the Opportunity/Contact link and then click Next.

      This dialog box displays every link that describes a master-detail relationship between the business components you define in Step c and Step d.

   6. In the Primary ID Field dialog box, accept all default values, and then click Next.

      As an option, you can use a primary to improve performance. It reduces the number of SQL queries that Siebel CRM performs to enter items in the MVG for each record.

   7. In the Multi Value Link dialog box, accept all default values, and then click Next.
   8. In the Multi Value Fields dialog box, use the list to choose a field from the detail business component that the wizard uses to create the multi-value field in the master business component:
      • In the Select a Field in the Destination Business Component of the Multi Value Link list, choose Last Name.
      • For the name of the multi value field, enter NREC Contact Last Name.
      • Click Add, and then click Next.
   9. In the Finish dialog box, review the information you entered and then click Finish.

      The Multi Value Group Wizard creates the objects for the multi-value group. It also searches the repository for a predefined multi-value group applet that Siebel CRM can use to display data in the Siebel client. If the wizard does not find an appropriate applet, then Siebel Tools opens the MVG Applet Wizard so you can define one. In the NREC example, the Contacts MVG Applet already exists, so Siebel Tools does not open the MVG Applet wizard.

2. Modify the opportunity form:
   1. In the Object Explorer, click Applet.
   2. In the Applets list, locate the Opportunity Form (SCW) applet.
   3. In the Object Explorer, expand the Applet tree, and then click Control.
   4. In the Controls list, locate the Contact control.
   5. Modify the properties using values from the following table.

      Property	Value
      Field	NREC Contact Last Name
      MVG Applet	Contact MVG Applet
      Runtime	Contains a check mark

3. Compile your changes.

   For more information, see Compiling Projects.

4. Test your changes.

Figure 14 illustrates how Siebel CRM must display the multi-value field in the applet with a select button next to the field. When you click the select button, Siebel CRM must display the MVG applet

Figure 14. Multi-Value Field

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