Siebel Server Sync Guide > Setting Up and Using Siebel Outlook Add-In > Process of Configuring Custom Objects in Siebel Outlook Add-In >
Creating a New PIMSI Siebel Object
This topic describes how to create a new PIMSI Siebel object, which is used to define the object and fields available to the Outlook Add-in. This task is a step in Process of Configuring Custom Objects in Siebel Outlook Add-In. Follow the procedure below to create the new PIMSI Siebel object. To create the new PIMSI Siebel object
- Navigate to the Administration - PIMSI Server Integration screen, then the Siebel Objects view.
- In the PIMCI Siebel Object list, create a new object using the values in the following table.
NOTE: In the following table, replace Household with the name of the PIMSI Siebel object type you are adding to the Outlook Add-In.
|
|
|
Name |
Household |
The name of the object as it is to be displayed. |
Business Object |
Household |
A business object for which the entity is defined in Tools, and for which the primary business component is the business component underlying the object being created. |
Business Component |
Household |
The business component that is to retrieve the records for display in the Add-in. |
View Mode |
Sales Rep |
The visibility mode to be used when querying the business component. It is recommended that you do not specify the values All or Organization. |
Display Field |
Household Name |
The field to display in the Current Siebel Links drop-down list and the Quick Links list. |
Translation LOV |
PIMCI_ADDIN_HOUSEHOLD_FIELD |
The multilingual LOV defined in Step 2 for possible display fields. |
View Name |
My Households View |
The name of the view that is displayed when the Go link is selected in Microsoft Outlook. In choosing the view to display, ensure the following conditions exist:
- The view business object must be the same as the business object for this record
- The view's visibility applet type must be the same as the view mode specified for this record.
- The view's visibility applet must be based on the same business component as that specified for this record.
|
Applet Name |
Households List Applet |
The name of the applet that is queried. |
- In the Siebel Object Fields applet, create a record for each field that is to display in the Siebel Outlook Add-Id using values similar to those shown in the following table.
|
|
|
Id |
0 |
The sequence 0 must always be Id |
Household Name |
1 |
List the remaining fields that you want to display in the required sequence order. Each field uses the LIC value from the Translation LOV (in this example, PIMCI_ADDIN_HOUSEHOLD_FIELD). When displayed in the user interface, the display value of the LOV is used for the current user language. |
|