Identifying Predefined MVG Objects in Siebel CRM

This task is a step in Process of Creating MVG Fields.

In this topic, you identify the MVG objects that you use to add an MVG field for this example. These objects come predefined with Siebel CRM.

To identify predefined MVG objects in Siebel CRM

  1. Identify the field that Siebel CRM associates with the MVG you must add:

    1. Open Siebel Call Center.

    2. Navigate to the Opportunities list and then click the link in the Opportunity Name field of an opportunity.

    3. Click the More Info tab.

    4. Locate the More Info field.

    5. Choose the Help menu and then click About View.

      The About View dialog box lists the applets in the order in that Siebel Call Center displays them.

    6. Note the applet name that Siebel Call Center uses to display the More Info field.

      In this example, this is the Contact Form Applet - Child applet.

    7. In Siebel Tools, in the Object Explorer, click Applet.

    8. In the Applets list, query the Name property for Opportunity Form Applet - Child Big.

    9. Right-click the Opportunity Form Applet - Child Big applet and then choose Edit Web Layout.

      If Siebel Tools displays the Read-only Object dialog box, then you must check out the project. For more information, see Checking Out Projects in Siebel Tools.

    10. In the Applet Web Template editor, click the More Info control.

    11. In the Properties window, note the values for the following properties.

      Property Value

      Field

      Mail Stop

      MVG Applet

      Partner Lead Name Mvg Applet

    In this example, Siebel CRM associates the Partner field with the Lead Partner MVG.

  2. Identify the MVG link.

    1. In the Object Explorer, click Business Component.

    2. In the Business Components list, query the Name property for Opportunity.

    3. In the Object Explorer, expand the Business Component tree and then click Field.

    4. In the Fields list, query the Name property for Partner and then note the values for the following properties.

      Property Value

      Multi Valued

      TRUE

      Multi Valued Link

      Channel Partner

    5. In the Object Explorer, click Multi Value Link.

    6. In the Multi Value Links list, query the Name property for the Multi Valued Link that the field references that you noted in step d. In this example, this link is Channel Partner.

    7. Note the values for the following properties.

      Property Value

      Destination Link

      Opportunity/Channel Partner

      Primary Id Field

      Primary Partner Id

    8. In the Object Explorer, click Link.

    9. In the Links list, query the Name property for the Destination Link.

      In this example, this link is Opportunity/Channel Partner. Note the values for the properties described in the following table.

      Property Value

      Inter Table

      S_OPTY_ORG

      If the Inter Table property:

      • Contains an intersection table, then the link maintains a many to many association.

      • Is empty, then the link maintains a one to many association.

      Child Business Component

      Channel Partner

      The business component in the Child Business Component property must be displayed.

      To identify the required business component, you can also examine the Business Component property of the Partner Lead Name MVG Applet.

      For more information, see Preventing Users From Removing Links Between Object Types.