Associating Records Using a Single Selection Dialog Box

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.

Figure 5-1 shows an example of a single selection dialog box.

Figure 5-1 Example of a Single Selection Dialog Box

Associating Records with Existing Records 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  

1. Navigate to the appropriate screen.

2. Select the record you want to associate with another record.

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

   A single selection dialog box appears.

4. In the dialog box, locate and select the record you want to associate with the existing record.

5. Click OK.

Associating Records with New Records in a Single Selection Dialog Box

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  

1. Navigate to the appropriate screen.

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

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

   A single selection dialog box appears.

4. Click the plus (+) icon.

   The form for the new record appears.

5. In the form, enter the information for the new record, and click the arrow-pointing-to-a-box icon.

   The new record appears in the single selection dialog box, and this new record is selected.

6. Click OK.