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.

Figure 5-2 shows an example of a multiple selection dialog box.

Figure 5-2 Example of 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 available records and a list of selected records for the field.

4. In the list of available records, select the record you want to associate with the current record, and click the move right button to move the record to the list of selected records.

   
   

   Note: You can select multiple records by holding down the CTRL key and clicking each record. To select records that are contiguous, you can select the first record, hold down the SHIFT key, and select the last record.

   
   

5. (Optional) If you want to remove one or more records in the list of selected records, select the records, and click the move right button to move the records back to the list of available records.

6. 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 available records and a list of selected records for the field.

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 list of selected records, and this new record is selected.

6. Click OK.