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

Constraining a Picklist


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

In the NREC example, you constrain the list of records in the Opportunity Pick Applet according to the Account field. For more information see, Constrained Picklist.

To constrain a picklist

  1. In the Object Explorer, click Business Component.
  2. In the Business Components list, locate the Action business component.

    In this example, the Action business component is the originating business component, and the Opportunity business component is the pick business component.

  3. In the Object Explorer, expand the Business Component tree, and then click Field.
  4. In the Fields list, locate the Opportunity field.

    At runtime, Siebel CRM calls the pick applet from the Opportunity field.

  5. In the Object Explorer, expand the Field tree, and then click Pick Map.
  6. In the Pick Maps list, create a new pick map using values from the following table.
    Property
    Value

    Field

    Account Name

    Picklist Field

    Account

    Constrain

    Contains a check mark

    At run-time, if the value in the Account Name field in the originating business component matches the Account field in the picklist business component, then Siebel CRM displays the record in the pick applet.

  7. Compile your changes.

    For more information, see Compiling Projects.

  8. Test your changes.

    Enter data for accounts, activities, and opportunities. Choose an activity and then open the Opportunity picklist. The Pick Opportunity list must display only the opportunities for the chosen account.

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