Developing and Deploying Siebel Business Applications > Configuring Picklists, Drilldowns, and MVGs > Process of Configuring Picklists, Drilldowns, and MVGs >

Creating a Dynamic Picklist


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

In this topic, you create a dynamic picklist. For more information, see Dynamic Picklist.

To create a dynamic picklist

  1. Lock the projects for the originating business component and the pick business component:
    1. In Siebel Tools, in the Object Explorer, click Business Component.
    2. In the Business Components list, locate the Action business component.
    3. Right-click the Action business component, and then choose the Lock Project menu item.
    4. Change the value of the Project property to NREC Configuration.

      You already locked the project that the Opportunity business component references. For more information, see Adding Fields to the Opportunity Business Component.

  2. Choose the File menu, and then the New Object menu item.
  3. In the General tab of the New Object Wizards dialog box, click Pick List, and then click OK.
  4. In the Pick List dialog box, enter the values from the following table, and then click Next.
    Property
    Value
    Description

    Project

    NREC Configuration

    Project to which the picklist will belong.

    Business Component

    Action

    Business component that contains the field for which you are defining the picklist.

    Field

    Opportunity

    Field for which you are defining the picklist.

  5. In the Pick List Type dialog box, choose the Dynamic option, and then click Next.
  6. In the Pick List Definition dialog box, choose the Create New Pick List option, and then click Next.
  7. In the next Pick List Definition dialog box, enter the values from the following table, and then click Next.
    Property
    Value
    Description

    Business Component

    Opportunity

    This is the business component from which you are drawing values to display to the user.

    Field

    Created

    Siebel CRM uses the field you specify to sort records in the pick applet.

    Name

    Opportunity NREC

    Name of the picklist.

    Search Specification

    Leave empty

    This is optional.

    Comment

    Describe this picklist

    Enter a comment that will help you identify this picklist in the future.

  8. In the Pick List Specifications dialog box, accept the defaults, and then click Next.
  9. In the Pick Map dialog box, choose the business component fields:
    1. In the Select a Field in the Originating Business Component list, choose Opportunity, and then click Add.
    2. In the Select a Field in the Pick Business Component list, choose Opportunity, and then click Add.
    3. In the Select a Field in the Pick Business Component list, choose Oppty Id, and then click Add.
    4. Click Next.

      Siebel CRM uses the information you enter to define the pick maps for the picklist. These pick maps are the mappings between the source field and the target field.

  10. In the Finish dialog box, review the information you entered, and then click Finish.

    The Pick List wizard creates the picklist, pick maps, and determines if a pick applet already exists that it can use to display the records. For the NREC example, an Opportunity pick applet is already defined, so Siebel Tools does not open the New Applet Wizard.

  11. Compile your changes.

    Make sure you compile the Activity project. For more information, see Compiling Projects.

  12. Test your changes.

    The results must resemble the following illustration:

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