3Siebel Object Types Reference
Siebel Object Types Reference
This chapter describes Siebel Object Types. It includes the following topics. This is the same list of topics that the Object Explorer displays in Siebel Tools:
Applet Object Types
This topic describes the Applet object type and the object types that are children of an applet. It includes the following topics:
Applet
An applet allows the user to view, enter, and modify data that the applet gets from a single business component. It includes the following qualities:
Occupies a section of a view
Composed of controls, such as buttons, fields, check boxes, and other types of controls, such as buttons that call a method or an ActiveX control
Allows the user to view, enter, modify, and navigate through records
Can display as a form, list of records, chart, business graphics, or navigation tree
Allows data entry for a single record or through a scrolling table that Siebel CRM displays multiple records
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet
The following table describes properties that Siebel CRM uses with an applet.
Table Properties of the Applet
Property | Description |
---|---|
Associate Applet (O) |
Specifies the name of an applet that relates data from two different entities. It uses a many-to-many relationship. Siebel CRM can associate rows from entity B with rows from entity A, where entity B is an association applet that includes a many-to-many relationship and entity A is the main applet. You can specify an association list applet. |
Auto Query Mode (O) |
You can use one of the following values:
|
Background Bitmap (O)(H) |
The bitmap that Siebel CRM displays in the applet background. You can specify the object definition for any applet background bitmap. |
Background Bitmap Style (O)(H) |
Specifies how Siebel CRM arranges the background bitmap. You can use one of the following values:
|
Business Component (O) |
Specifies the name of the business component that includes the data that Siebel CRM displays. A view that uses an applet references a business object. This business object must include a business object component that references the business component that includes the data that Siebel CRM must display. |
Class (O) |
Specifies the name of a C++ class that Siebel CRM uses to manage the applet. You can use one of the following values:
You can also use a specialized applet class. For example:
|
Default Applet Method |
Specifies the method that runs if the user presses the Enter key in the applet. |
Height (R)(H) |
Specifies the vertical size of the applet in sector units. You can use one of the following values:
|
Help Identifier (O) |
Not used. |
HTML Number of Rows (O) |
Specifies the number of rows that Siebel CRM displays in a list applet. If the HTML Number of Rows Property property is empty, then Siebel CRM uses the value of the NumberOfListRows parameter in the application configuration file. This parameter sets the default number of rows for the list applets that this application displays. If the NumberOfListRows parameter is also not specified, then Siebel CRM sets the default value to 10. In some Siebel CRM versions, the default value for some applets might equal seven. |
HTML Popup Dimension (O)(H) |
Specifies the dimension in pixels of the pop-up dialog box. You use the following format: numberxnumber where:
You cannot include empty spaces. For example: 640x480 |
ICL Upgrade Path |
For more information, see Common Object Properties. |
Insert Applet (O) |
Not used. |
Insert Position (O) |
Specifies the position where Siebel CRM creates a new record. You can use one of the following values:
|
Mail Address Field (O) |
Specifies the default email recipient that Siebel CRM displays in the Message Properties dialog box. It uses the list of recipients in the applet user properties. For example: Email Address Where:
|
Mail Template (O) |
Specifies the text file that Siebel CRM uses to fill in data in the default email message. It can include the following placeholder that uses a substitution value for a field: %field% The contents of the C:\Siebel\MSGTEMPL directory determines the list of mail templates that are available. |
Name (R) |
Specifies the name of the applet. The name can include spaces. It must be unique among applets. Any object that references an applet references the applet name. For example: Account Form Applet |
No Delete (O) |
Specifies if Siebel CRM can delete a row in an applet. You can use one of the following values:
|
No Insert (O) |
Specifies if Siebel CRM can insert a row in an applet. You can use one of the following values:
|
No Merge (O) |
Specifies if Siebel CRM can merge a row in an applet. You can use one of the following values:
|
No Update (O) |
Specifies if Siebel CRM can update a field in an applet. You can use one of the following values:
|
Popup Dimension (O)(H) |
Specifies the size of the pop-up applet. This text property is valid only for association, pick, multivalue group, and detail applets. You can use the following format: W X H where:
For example: 512 X 220 |
Scripted (S) |
Specifies if a Siebel VB or Siebel eScript script is attached to the applet. It can include of the following values:
|
Search Specification (O) |
Specifies a conditional expression that Siebel CRM uses to restrict the records it gets from the business component that the applet references. For example: [Service Flag] = ‘Y’ For more information, see How Siebel CRM Uses an Applet Search Specification. |
Task |
Specifies the name of the Task object for an applet that a task uses. For example: Asset To Contract Task |
Text Style (O)(H) |
Specifies a text style for all controls that the applet includes. Siebel CRM uses this value by default only if the control does not specify a text style. If you do not specify a value for the Text Style property, then Siebel CRM uses the text style that the Browser specifies or that the .css files for the Siebel CRM application specifies. |
Title (O) |
Specifies the text that Siebel CRM uses for the applet title. For example: Account |
Type (O) |
Specifies the type of the applet. |
Upgrade Behavior |
For more information, see Common Object Properties. |
Width (R)(H) |
Specifies the horizontal size of the applet in sectors. You can use one of the following values:
|
How Siebel CRM Uses an Applet Search Specification
An applet search specification is a search specification that resides in the Search Specification property of an applet. If an applet includes a search specification, and if the business component that the applet references includes a search specification, then Siebel CRM appends the applet search specification to the end of the value in the Search Specification property of this business component. It does not use the applet search specification to override the search specification on this business component.
If the user navigates to an applet that does not include a search specification, then Siebel CRM does not requery or use the existing search specification except in the following situations:
The user navigates from a parent applet to a child applet. It uses an empty applet search specification.
Siebel CRM modifies the visibility mode of the parent applet. It uses the applet search specification even if this search specification is empty.
If multiple applets in one view reference the same business component, then you must not specify different applet search specifications. You must make sure all of these applets use the same search specification or that all of these applet search specifications are empty.
An applet search specification can modify the query context for a user who performs a query.
Applet Browser Script
An applet browser script defines the browser script that an applet uses. For more information, see Siebel Object Interfaces Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Browser Script
The following table describes properties that Siebel CRM uses with an applet browser script.
Table Properties of the Applet Browser Script
Property | Description |
---|---|
Browser Group (O) |
Not used. |
Name (S) |
Specifies a unique name for the script record. For example: Applet_ChangeRecord_All You must not modify this property. To create a value for this property, Siebel Tools combines the User Agent and Procedure properties. |
Procedure (O) |
Specifies the applet name that Siebel CRM uses to upgrade the current applet during the next repository merge. It typically uses the ancestor applet that this property specifies as the source to create a new applet. |
Script (O) |
Text for the function. |
Applet Locale
An applet locale defines a language override that Siebel CRM uses with an applet.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Locale
The following table describes properties that Siebel CRM uses with an applet locale.
Table Properties of the Applet Locale
Property | Description |
---|---|
Name (R) |
The language abbreviation that the Siebel CRM application uses. For example: ENU |
Title (O) |
The text that Siebel CRM uses for the applet title for a language. |
Applet Message
An applet message allows Siebel CRM to combine static text with dynamic data, such as the value from a business component field. If you bind an applet message to an applet control, then Siebel CRM displays this message as a read-only, translated string that includes dynamic data. For more information about configuring an applet message, see Siebel Business Process Framework: Task UI Guide.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Message
The following table describes properties that Siebel CRM uses with an applet message.
Table Properties of the Applet Message
Property | Description |
---|---|
Name (R) |
Specifies the name for the applet message. You can use this name and the Field picklist to bind the applet message to a control. |
Text Message (R) |
Specifies the text message. It references a symbolic string that includes static text and placeholders for dynamic data. A placeholder uses the following format: %n where:
For example: Here is the tracking number for your case: %1 |
Text Message - String Override |
Specifies the override message of a symbolic string. This override is for a text message. |
Applet Message Locale
An applet message locale defines language overrides that Siebel CRM uses with an applet message.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Message > Applet Message Locale
The following table describes properties that Siebel CRM uses with an applet message locale.
Table Properties of the Applet Message Locale
Property | Description |
---|---|
Language Code (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Text Message (R) |
Specifies the string that Siebel CRM uses for the Applet Message. |
Applet Message Variable
An applet message variable includes a list of business component fields and their corresponding numerical key. Siebel CRM uses this numerical key to identify the placeholder it must replace in the parent applet message.
For example, assume the following applet message:
Here is the tracking number for your case: %1.
The Applet Message Variable that Siebel CRM uses for the Case Id business component field in this example is a value of 1. At runtime, if the value of Case Id is 12-ABCX, then the Applet Message contains the following value:
Here is the tracking number for your case: 12-ABCX.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Message > Applet Message Variable
The following table describes properties that Siebel CRM uses with an applet message variable.
Table Properties of the Applet Message Variable
Property | Description |
---|---|
Field (R) |
Specifies a field from the business component that the applet references. |
Field - Language Override (O) |
Specifies the language that Siebel CRM uses for a field that is different from the language that the Siebel CRM application uses. |
Value (R) |
Specifies a numeric value for the field value that Siebel CRM replaces at runtime. This value must correspond to one of the placeholders in the text of the parent applet message. |
Applet Message Variable Locale
An applet message variable locale defines a language override that Siebel CRM uses with an applet message variable.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Message > Applet Message Variable > Applet Message Variable Locale
The following table describes properties that Siebel CRM uses with an applet message variable locale.
Table Properties of the Applet Message Variable Locale
Property | Description |
---|---|
Field (O) |
Specifies the name of an alternative field that Siebel CRM uses if the value of the Name property is the active locale. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Applet Method Menu Item
An applet method menu item defines the applet menu that Siebel CRM displays if the applet is activate. You must write script in the PreInvokeMethod event handler that examines the method string and performs an action. If this string does not exist, then an error occurs. For more information, see Siebel Object Interfaces Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Method Menu Item
The table below describes properties that Siebel CRM uses with an applet method menu item.
Table Properties of the Applet Method Menu Item
Property | Description |
---|---|
Command (O) |
Specifies the command that Siebel CRM runs if the user chooses an item in an applet menu. |
Menu Text (R) |
Specifies the text that Siebel CRM displays in the menu item. |
Name (O) |
Specifies the name of the menu item in a menu. |
Position (R) |
Specifies the position of the menu item in a menu. This value is an integer. |
Suppress Menu Item (O) |
Removes the menu item that the Name property identifies from the applet menu. You can use one of the following values:
|
Applet Method Menu Item Locale
An applet method menu item locale defines the language override that Siebel CRM uses with an applet method menu item.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Method Menu Item > Applet Method Menu Item Locale
The following table describes properties that Siebel CRM uses with an applet method menu item locale.
Table Properties of the Applet Method Menu Item Locale
Property | Description |
---|---|
Menu Text (R) |
Specifies the text that Siebel CRM displays in the menu item for a language. |
Name (O) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Applet Script (H)
An applet script defines a Siebel VB script or Siebel eScript script for an applet. Starting with Siebel CRM version 7.0, applet browser script and applet server script replace applet script.
This object type occurs in the following location in the object hierarchy:
Applet > Applet Script
The following table describes properties that Siebel CRM uses with an applet script.
Table Properties of the Applet Script
Property | Description |
---|---|
Name (R) |
Specifies the name of the script. |
Program Language (O) |
Specifies the script programming language. You can use one of the following values:
|
Script (R) |
Specifies the body of the script. The maximum size of this body is 16KB. |
Sequence (R) |
Specifies the order that Siebel CRM uses to compile scripts that this object contains. This property can contain only an integer. For example, assume the Sequence property for Script A is 1 and the Sequence property for Script B is 2. Siebel CRM compiles script Script A first and then Script B second. |
Applet Server Script
An applet server script defines script for a server applet. For more information, see Siebel Object Interfaces Reference. Starting with Siebel CRM version 7.0, applet server script replaces applet script and applet web script.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Server Script
The applet server script uses the same properties as the applet script. For more information, see Applet Script (H).
Applet Toggle
An applet toggle allows the user to navigate back and forth between different applets in the same view. For more information, see Configuring Siebel Business Applications.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Toggle
The following table describes properties that Siebel CRM uses with an applet toggle.
Table Properties of the Applet Toggle
Property | Description |
---|---|
Applet (R) |
Specifies the name of the applet that Siebel CRM displays for a static toggle. For example: Activity Form Applet |
Auto Toggle Field (O) |
Specifies the business component field for a dynamic toggle. Siebel CRM examines the current value that this field contains to the value that the Auto Toggle Value property contains. For example: Item Type BusObj Name |
Auto Toggle Value (O) |
Specifies the value in the business component field for a dynamic toggle. If this field contains the value that the Auto Toggle Value property specifies, then Siebel CRM displays the applet. For example: Action |
Name (R) |
Specifies the name of the applet that Siebel CRM displays. For example: Activity Form Applet |
Sequence (O) |
Specifies the order that Siebel CRM uses to display this applet for a dynamic toggle. This property can contain only an integer. For example, assume the Sequence property for Applet Toggle A is 1 and the Sequence property for Applet Toggle B is 2. Siebel CRM displays Applet Toggle A first and then Applet Toggle B second. |
Applet User Prop
An applet user prop sends a value to the C++ code that implements specialized applet configuration. Siebel CRM persists the value that you configure for a user property in the Siebel runtime repository. For more information, see Object Types That You Must Not Modify.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet User Prop
The following table describes properties that Siebel CRM uses with an applet user prop.
Table Properties of the Applet User Prop
Property | Description |
---|---|
Name (R) |
Specifies the name of the user property. |
Value (R) |
Specifies the value of the user property. |
Applet Web Template
An applet web template does the following:
Identifies the web template that an applet uses.
Identifies external HTML or other markup language files that define the layout and Siebel Web Engine interactions for an applet.
Includes child applet web template items that define the mappings between controls or list columns in the applet and placeholder tags in the web template file.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Web Template
The following table describes properties that Siebel CRM uses with an applet web template.
Table Properties of the Applet Web Template
Property | Description |
---|---|
Expression (O)(H) |
Not used. |
Name (R) |
Specifies the name of this applet web template. |
Sequence (O) |
Specifies the sequence for an edit template. If a user opens multiple Edit pages, then Siebel CRM uses the sequence number to identify each template. This property can contain only an integer. The starting value for the web template sequence is 0. If more than one template exists with the same type, then Siebel CRM uses the following sequence:
|
Type (R) |
Specifies the mode that Siebel CRM uses for this applet web template. You can use one of the following values:
|
Web Template (R) |
Specifies the web template that Siebel CRM uses to display the applet. |
Applet Web Template Item
An applet web template item maps a control or list column to a placeholder ID.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Web Template > Applet Web Template Item
The following table describes properties that Siebel CRM uses with an applet web template item.
Table Properties of the Applet Web Template Item
Property | Description |
---|---|
Column Span (O) |
Specifies the width of an item in a grid form applet. This width contains cells. Each cell is 8 pixels wide and 8 pixels high. This property can contain an integer that is less than or equal to 120. You must not manually modify this property. |
Column Span - Language Override (O) |
Allows you to override the Column Span property if a language locale is active. It can contain an integer that is less than or equal to 120. You must not manually modify this property. |
Control (R) |
Specifies the name of the control or list column. For example: Button Reorder |
Expression (O) |
Specifies the condition in which Siebel CRM maps this item. For example: Not Siebel Sales |
Grid Property (R) |
Specifies the item type for a grid form applet. If you use the Grid Layout Editor, then Siebel Tools automatically sets this property. You can use one of the following values:
|
Item Identifier (R) |
Specifies the ID of the swe:control tag. The Siebel Web Engine uses this property to associate a control with a position in a web template. To populate this property, you can drag and drop a control in the Web Applet Layout Editor. |
Item Identifier - Language Override (O) |
Specifies the language that Siebel CRM uses for the item identifier if this language is different from the language that the Siebel CRM application. |
Mode (O) |
Specifies to use the More/Less feature. It allows an applet to display a limited set of fields. If the user clicks More/Less, then Siebel CRM displays more fields. A combo box in the toolbar allows you to switch between modes when you edit a layout. You can use one of the following values:
|
Name (R) |
Specifies the name of the item. Same as the control property. |
Namespace - Language Override (O) |
Not used. |
Namespace (O) |
Not used. |
Row Span (O) |
Specifies the height of an item in a grid form applet. This height contains cells. Each cell is 8 pixels wide and 8 pixels high. This property can contain an integer that is less than or equal to 100. You must not manually modify this property. |
Row Span - Language Override (O) |
Allows you to override the Row Span property if a language locale is active. It can contain an integer that is less than or equal to 100. You must not manually modify this property. |
Type (R) |
Specifies the type of the item. To view the values you can use, click the Type property in Siebel Tools. |
Applet Web Template Item Locale
An applet web template item locale defines the language overrides that Siebel CRM uses with an applet web template item.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Web Template > Applet Web Template Item > Applet Web Template Item Locale
The following table describes properties that Siebel CRM uses with an applet web template item locale.
Table Properties of the Applet Web Template Item Locale
Property | Description |
---|---|
Column Span (O) |
Allows you to modify the Column Span property if a language or locale is active. This property affects the Column Span Language Override property of an applet web template item. |
Item Identifier (O) |
Specifies the control ID that Siebel CRM maps to the control that the Siebel Web Template for a language identifies. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Namespace (O) |
Not used. |
Row Span (O) |
Allows you to modify the Row Span property if a language or locale is active. This property affects the Row Span Language Override property of an applet web template item. |
Chart
A chart displays graphical data in the boundaries of an applet.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Chart
The following table describes properties that Siebel CRM uses with a chart.
Table Properties of the Chart
Property | Description |
---|---|
Bar Colors (O) |
Specifies a list of colors for bars or pie slices in an itemized list of red, green, and blue triplets:
If the list contains more series members than triplets, then Siebel CRM repeats the list of colors. You can specify up to 15 triplets. Each number in a triplet must be between 0 and 255. For example, 128 0 0, 0 128 0, 0 0 128. The following value is the default value: 0 255 0,0 0 255,255 0 0,255 0 255,255 255 0,0 255 255,255 0 128,255 128 0,0 255 128,128 0 255,255 255 128,128 255 255,128 128 64,128 64 128,64 128 128 |
Category Captions (O) |
Specifies the caption for the x-axis. |
Category Field (R) |
For more information, see Configuring the Category Field Property of a Chart. |
Compare (O)(H) |
Obsolete. Do not use. |
Data Function (O) |
Specifies the operation that Siebel CRM performs on data. You can use one of the following values:
If COUNT is the only data function you must apply to the chart because the Picklist Functions property is empty, then it is recommended that you do specify a value for the Data Point Field property value. This configuration can improve performance. For more information, see Configuring the Data Function Property of a Chart. |
Data Point Captions (O) |
Specifies the caption for the y-axis. |
Data Point Field (O) |
Specifies the field that contains the data that Siebel CRM plots on the y-axis. If you do not specify this property, then specify COUNT in the Data Function property. For more information, see Configuring the Data Function Property of a Chart. |
Editable (O) |
Obsolete. Do not use. |
Invert (O) |
You can use one of the following values:
Choosing a By picklist item modifies this property except in a time period chart where it modifies the time period on the x-axis. |
Multi Data Point (O) |
You can use one of the following values:
|
Name (R) |
Specifies the name of the chart. |
Period (O) |
Specifies a calendar period or a time period that the user defines as the default time period for this chart. To view the values you can choose, click the Period property in Siebel Tools. If you specify the Period property, then you must set the field type of the business component field that supplies the values for the chart categories to Date or DateTime. The user can define any time period that the Period business component contains, such as fiscal month, quarter, or year. To allow the user to define a time period in a chart, you must add the Period business component to the current business object. |
Picklist Function Captions (O) |
Specifies captions for the list of functions that the y-axis uses. |
Picklist Functions (O) |
Specifies the data functions that Siebel CRM lists in the Show picklist in the applet. To suppress a function in this picklist, do not specify a string in the position of this function. For more information, see Configuring the Data Function Property of a Chart. Siebel CRM does not specify a value for this property and does not display this picklist in the applet, by default. For example: Number of Opportunities, Opportunity Revenue, Average Revenue. Siebel CRM associates each item you enter with a data point field and data function in a corresponding position in the Data Point Field property and the Data Function property. It makes this association according to the order that you use when you enter the items in the Picklist Functions property. |
Picklist Period Captions (O) |
Specifies the captions that Siebel CRM displays for the list of date time periods that the x-axis uses. |
Picklist Periods (O) |
Specifies the time periods that Siebel CRM displays in a picklist in an applet. You enter a comma-separated list that does not include a space after the comma. For example: Month(Calendar), Quarter (Calendar), Year(Calendar),Day,Week,Month, Quarter,Year If the Picklist Periods property is empty, then Siebel CRM does not display time periods in the picklist in the client. To allow the user to define a time period in a chart, you must add the Period business component to the current business object. |
Picklist Type Captions (O) |
Specifies the captions for the types of charts. |
Picklist Types (O) |
Specifies the chart types that Siebel CRM includes in the picklist in the applet. You enter a comma-separated list that does not include a space after the comma. For example: 2dBar,3dBar If the Picklist Types property is empty, then Siebel CRM does not display chart types in the picklist in the client. To display a 2dScatter, 3dScatter, or Combo chart, you must use the Type property. You cannot use the Picklist Types property to display these chart types. For a list of chart types that you can specify, see the description for the Type property. |
Selection Based (O) |
You can use one of the following values:
|
Series Captions (O) |
Specifies the caption for the z-axis. |
Series Field (O) |
Specifies the field that contains the data that Siebel CRM plots on the z-axis. If this property is empty, then it maps all of the records into a single series. For more information, Configuring the Series Field Property of a Chart. |
Type (O) |
Specifies the type of chart that Siebel CRM displays. You can use one of the following values:
To display a combo chart, you must specify a value in the Data Point Field property. Siebel CRM displays the Sum (Data Function) of this field on the y-axis and the Count for this field on the second y-axis. To display a 2dScatter chart or a 3dScatter chart, you must specify the Coordinates property for the axis label of the x-axis. For more information, see Chart Element. |
Use Category MVGroup Data (O) |
You can use one of the following values:
|
Configuring the Category Field Property of a Chart
If the Category Field property contains:
The name of a business component field. Siebel CRM gets the x-axis labels from this field. To display these field values, the By picklist allows the user to choose the x-axis or the z-axis.
A comma-separated list of field names. Siebel CRM displays a list of fields in the By picklist in the client. The value that the user chooses determines the field that populates the x-axis. The first value in the comma-separated list is the default value. You must not use an empty space before or after a field name. If you specify a list of x-axis source fields, then you must not use the following properties of the chart element:
Coordinates
Display Format
Divisions
List Of Values
Sort Specification
Text
These properties define the label for the x-axis. Siebel CRM can use these properties only for one x-axis field.
If Siebel CRM creates a new business component field that the chart references, and if it maps this field to a Calculated field in another business component through a multivalue link, and if a category field uses this new field for the chart, then the drilldown on the chart does not work correctly because the Calculated field cannot preserve the context.
Configuring the Series Field Property of a Chart
Configuration for the Series Field property of the chart is identical to configuration for the Category Field property except that the Series Field property applies to the z-axis instead of the x-axis. For more information, see Configuring the Category Field Property of a Chart.
Configuring the Data Function Property of a Chart
This topic describes how to configure the Data Function Property for a chart.
Configuring the Show Picklist to Display Field and Function Combinations
You can configure the Show picklist to display a list of field and function combinations. The item that the user chooses determines the values that Siebel CRM plots on the y-axis.
To configure the Show Picklist to display field and function combinations
-
Enter a comma-separated list in the following properties of the chart object:
-
Data Point Field
-
Data Function
-
Picklist Functions
-
-
Add the following list to the Data Function property. If the Data Function property is empty, or if the value that it contains is shorter than the value that the Picklist Functions property contains, then Siebel CRM uses this same list:
Sum,Count,Average,Plot
Configuring Siebel CRM to Plot Multiple Line-Graph Curves on the Same Y-Axis
Siebel CRM can plot multiple line-graph curves on the same y-axis according to different source field and function combinations. It displays the name for each curve in the legend.
To configure Siebel CRM to plot multiple line-graph curves on the same y-axis
-
Modify the same properties that you modify in Configuring the Data Function Property of a Chart. You also modify the following properties:
-
Category Field
-
Multi Data Point
-
-
Make sure the Series Field property is empty.
-
In the Data Function property, enter the same comma-separated list that you add in Configuring the Data Function Property of a Chart.
Configuring Siebel CRM to Display Two Line-graph Curves on Different Y-axes
You can configure Siebel CRM to plot one axis to the left of the graph and another axis to the right of the graph.
To configure Siebel CRM to display two line-graph curves on different y-axes
-
Specify two functions in the Data Function property of the chart object. Use a comma to separate these functions.
The first function defines the left y-axis and the second function defines the right y-axis.
-
Specify two fields in the Data Point Field property.
Chart Element
A chart element specifies one of the static characteristics of a chart, including title, legend, labels, chart body, or axis.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a chart element. Each property applies to only some types of chart elements. For more information, see Multi Value Field.
Table Properties of the Chart Element
Property | Description |
---|---|
Axis Id (O) |
Specifies the axis to which subsequent axis elements apply. Applies to the AxisLabel, AxisLineGrid, and AxisTitle elements. To view the values you can use, click the Axis Id property in Siebel Tools. |
Color (O) |
Specifies color for all elements. In particular, it specifies color for the following elements:
The value you enter must use the following format:
|
Coordinates (O) |
For more information, see Configuring the Coordinates Property of a Chart Element. |
Display Format (O) |
Specifies the format for the label of the AxisLabel element on the axis that the Axis Id property specifies. If this property:
You can use any format string that the Display Format accepts. For example: 0.##% |
Divisions (O) |
Specifies the number of divisions for the axis that the Axis Id property specifies. Applies to the AxisLabel element. It applies to the y-axis. It applies differently for the following charts:
You can use any number greater than 0. If the Divisions property does not include a value, then Siebel CRM automatically calculates the number of divisions. For example, if the Divisions property includes the following value, then Siebel CRM draws five labels on the axis: 4 The Divisions property is required only for the x-axis and z-axis in a histogram chart. |
Font Effect (O)(H) |
Specifies format to apply to the font, such as StrikeThrough. Applies to the AxisLabel, AxisTitle, Legend, and Title elements. To view the values you can use, click the Font Effect property in Siebel Tools. |
Font Name (O) |
Specifies the font name that Siebel CRM uses for the element text. Applies to the Axis Label, Axis Title, and Title elements. |
Font Size (O) |
Specifies the font size that Siebel CRM uses for the element text. Applies to the Axis Label, Axis Title, and Title elements. Siebel CRM does the following:
|
Font Style (O)(H) |
Specifies the font style that Siebel CRM uses for the element text, such as Bold. Applies to the AxisLabel, AxisTitle, Legend, and Title elements. To view the values you can use, click the Font Style property in Siebel Tools. |
Graphic Type (O) |
Specifies the type of graphic element that Siebel CRM draws. The Coordinates property specifies the graphic geometry. Applies to the Graphic element. To view the values you can use, click the Graphic Type property in Siebel Tools. If you set the Type property of the chart element to Graphic, then you must set the Graphic Type property. |
Line Style (O) |
Specifies the line style that Siebel CRM uses for a Graphic or AxisLineGrid element. Applies to the AxisLineGrid and Graphic elements. Siebel CRM applies this property only if the Line Width property is 0 or is empty. To view the values you can use, click the Line Style property in Siebel Tools. |
Line Width (O) |
Specifies the line thickness that Siebel CRM uses. Applies to the AxisLineGrid and Graphic elements. You can use any positive number. The default value is 0, which is a thin line. |
List Of Values (O) |
Specifies the list of possible values for the x-axis, y-axis, or z-axis that the Axis Id property specifies. Applies to the AxisLabel element. This property allows the user to specify values that Siebel CRM does not display, such as 0 or an empty value. If you apply this property to the y-axis, then Siebel CRM displays string values on the y-axis instead of numeric values. If you specify a list of values on the AxisLabel label for the X axis, then Siebel CRM displays every value that this list contains even if the returned value in the Y axis is 0 or empty. It displays these values on the X axis. By default, if the value is empty, then Siebel CRM uses only the corresponding field values that the current business component contains for a given axis. This property uses the following format: business_component,field_name,
search_specification,sort_specification
where:
For example: List Of Values,Value,Type = LEAD_QUALITY,Order By For example: Sales Cycle Def,Sales Cycle Stage,Sales Stage Order |
Log Base (O) |
Specifies to use a logarithmic axis instead of a linear axis. Applies to the AxisLabel element. You can use any positive number. For example:
|
Name (R) |
Specifies the name for the chart element. This name must be unique in the chart object. |
Show Category Legend (O) |
Specifies to display a legend for the axis that the Axis Id property specifies. Siebel CRM applies this property only to the x-axis and z-axis for the AxisLabel element. If the x-axis labels are long, or if a large number of labels exist, then the labels might overlap. You can use one of the following values:
By default, if Siebel CRM displays more than one group on the x-axis legend, then it displays only the first three letters of each x-axis group. |
Sort Specification (O) |
Specifies the sort operation that Siebel CRM performs on the axis that the Axis Id property identifies. Applies to the x-axis, y-axis, or z-axis of the AxisLabel element. This property uses the following format: order,field_name where:
For example, the following setting configures Siebel CRM to sort the Sales Stage Order field in ascending order: Ascending,Sales Stage Order For the y-axis, Siebel CRM sorts the x-axis labels according to y-axis numeric values. If you specify a sort specification for the y-axis, then you cannot specify a sort specification for the x-axis. If the List Of Values property contains a value, then Siebel CRM ignores the Sort Specification property. |
Text (O) |
Specifies the text that Siebel CRM displays for the AxisTitle, Legend, Title, or HorizLine element. |
Type (O) |
Specifies the type of chart element. Applies to all elements. To view the values you can use, click the Type property in Siebel Tools. |
Vertical (O) |
Specifies to display labels vertically on the x-axis. Applies to the AxisLabel element. Note the following:
You can use one of the following values:
|
Configuring the Coordinates Property of a Chart Element
The Coordinates property of a chart element specifies coordinates for the Graphic and AxisLabel elements. This property is required for the following items:
Graphic elements
X-axis labels in a scatter chart
X-axis and z-axis labels in a histogram chart
Rectangle, Ellipse, and Line apply only to the scatter chart. HorizLine and HorizArea apply to all charts.
A histogram chart requires the following items:
Coordinates for the axes that the user categorizes
A value in the Divisions property.
The value you enter depends on the following type of element you specify:
AxisLabel. You specify the minimum and maximum values for the Axis Id. You enter two numbers that specify the following coordinates:
Minimum value
Maximum value
For example:
0 1000000
This example sets a range that includes 0 through 1 million.
Rectangle, Line, or Ellipse. You enter four numbers that specify the following coordinates:
Left
Bottom
Top
Right
- For example:
60 1000 80 3000
This example sets the coordinates so that the left side of the element occurs at coordinate 60, the bottom at coordinate 1000, the top at coordinate 80, and the right side at coordinate 3000.
HorizArea. You enter four numbers that specify the following coordinates:
minYaxisValue
maxYaxisValue
20 50
This example configures Siebel CRM to draw the horizontal area between y coordinate 20 and y coordinate 50.
HorizLine. You enter one number that specifies the YaxisValue. For example:
40000
This example configures Siebel CRM to draw a horizontal line at a y coordinate of 40000.
Properties That Siebel CRM Uses for Different Types of Chart Elements
The following table describes the properties that Siebel CRM uses for different types of chart elements.
Table Properties That Siebel CRM Uses for Different Types of Chart Elements
Type of Chart Element | Properties |
---|---|
Axis Label |
Siebel CRM uses the following properties:
|
Axis Line Grid |
Siebel CRM uses the following properties:
You cannot configure the AxisLineGrid element. |
Axis Title |
Siebel CRM uses the following properties:
|
Graphic |
Siebel CRM uses the following properties:
|
Legend |
Siebel CRM uses the following properties:
You cannot configure the Font Name property or the Font Size property. |
Plot |
Siebel CRM uses the following properties:
Siebel CRM release 7.x does not support the Plot chart element. |
Title |
Siebel CRM uses the following properties:
|
Chart Element Locale
A chart defines language overrides that Siebel CRM uses with a chart element.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Chart > Chart Element > Chart Element Locale
The following table describes properties that Siebel CRM uses with a chart element locale.
Table Properties of the Chart Element Locale
Property | Description |
---|---|
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Text (O) |
Specifies the name of the chart element that Siebel CRM displays in the client for a language. |
Chart Locale
A chart locale defines language overrides that Siebel CRM uses with a chart.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a chart locale.
Table Properties of the Chart Locale
Property | Description |
---|---|
Category Captions (O) |
Specifies the caption for the x-axis for a language. |
Data Point Captions (O) |
Specifies the caption for the y-axis for a language. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Picklist Function Captions (O) |
Specifies the captions for the list of functions that Siebel CRM displays for the y-axis label for a language. |
Picklist Period Captions (O) |
Specifies the captions for the list of time periods that Siebel CRM displays for the x-axis label for a language. |
Picklist Type Captions (O) |
Specifies the captions for the types of charts for a language. |
Series Captions (O) |
Specifies the caption for the z-axis for a language. |
Control
A control defines an element in an applet, such as a text box, check box, or button. You can add user properties to a control.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Control
The following table describes properties for the control object. For more information about controls, see the topic on field data types in Configuring Siebel Business Applications. For information about user properties, see Siebel Developer's Reference.
Table Properties of the Control
Property | Description |
---|---|
ActiveX Bind Property (O)(H) |
Specifies the name of a property of an ActiveX control. To bind a field to an ActiveX control, you must also specify the name of this field in the Field property of this control object. This field must reside in the business component that the applet references. Siebel CRM does the following:
This property applies to an ActiveX control. |
ActiveX Properties (O)(H) |
Includes a compressed version of the ActiveX properties for this control. You do not edit this property. Siebel CRM automatically sets the value that this property contains. To determine this value, it uses values of the ActiveX properties in the Properties window or values of the properties in the property window for the control. This property applies to an ActiveX control. |
Automatic Horizontal Scroll (O)(H) |
Enables automatic horizontal scroll. If set to TRUE, and if:
This property applies only to a TextBox control. |
Automatic Vertical Scroll (O)(H) |
Enables automatic vertical scroll. If set to TRUE, and if the user presses the ENTER key on the last line, then Siebel CRM automatically scrolls text up one page. This property applies only to a TextBox control. |
Background Color (O)(H) |
Specifies a space-separated RGB (red, green, blue) value. You can set the value of the Background Color property to for a Label, Image, or PushButton control to one of the following values:
Siebel CRM only sets the area under the caption to the color that the Background Color property specifies for a Group control. This property applies to the following types of controls:
|
Bitmap (O)(H) |
Specifies a bitmap from the Control Icons bitmap category that Siebel CRM uses for the image control. This value applies to static image controls that do not reference a field in the current record. This property applies to an Image control. |
Caption (O) |
Specifies headers for list applet columns, field prompts, and link names. You can set this property to a bitmap that resides in the Button Icons bitmap category. For a list applet, Siebel CRM uses the value that the Caption control property contains in the following ways:
If a control calls a method, then Siebel CRM uses the value in the Caption property as the link name or button label. The FormattedHtml property of the swe:control tag determines this name or label. |
Class (O) |
Specifies the name of the C++ class that this control references. This property applies only to a Java control or an ActiveX control. |
Content Fixup Name (O) |
Specifies a name that determines how Siebel CRM fixes links and images in the HTML page:
For more information, see Siebel Portal Framework Guide. |
Default Button (O)(H) |
Not used. This property applies only to a PushButton control. |
Detail Applet (O) |
Specifies the name of the pop-up applet that Siebel CRM uses to display data from fields in the business component. This property applies only to a TextBox control or a PushButton control. |
Display Format (O) |
Specifies the format that Siebel CRM uses to display data for this control. This property applies only to a TextBox control. |
Field (O) |
Specifies the business component field or applet message that provides the data that this control displays. This property applies to the following types of controls:
|
Field Retrieval Type (O) |
Specifies the type of field data. You can use one of the following values:
|
Field Type (O) |
Specifies to display data from a business component field or an applet message. Siebel Tools automatically sets this property when you set the Field property. |
Foreground Color (O)(H) |
Specifies an RGB value. You use an empty space to separate each number in this value. This property applies to the following types of controls:
|
Group (O)(H) |
Not used. |
Height - Language Override (O)(H) |
Specifies the height of the control in pixels if a language or locale is active. |
Height (O)(H) |
Specifies the height of the control in pixels. You can set this property to a number that is greater than or equal to 0. The default value is 10. This property applies to all controls. |
HTML Attributes (O) |
Specifies to add HTML tag attributes to the HTML tags that the client creates when it displays the control. For example, If you set the HTML Attributes property to size=30 for a text box, then the client creates the following tag: <input type = text size=30 . . .> |
HTML Bitmap (O) |
Specifies a Bitmap object that resides in the HTML Control Icons bitmap category. If the HTML Disabled Bitmap property is:
|
HTML Default Control (O)(H) |
Not used. |
HTML Disabled Bitmap (O) |
Specifies the image to use instead of the image that the HTML Bitmap property references if the control is in a disabled state. |
HTML Display Mode (O) |
Specifies how to display the field value. To support an applet message, you must set this property to FormatData. This configuration allows Siebel CRM to use newlines and spaces in the applet message. You can use one of the following values:
It is recommended that you set the HTML Display Mode to EncodeData for security purposes. For more information about setting this property, see Siebel Security Guide.
|
HTML Height (O) |
Specifies the height of the control in pixels. You typically do not modify this property manually. Siebel Tools sets it automatically if you edit an applet layout in a Siebel Tools layout editor. If you use a TextArea field that spans multiple fields, then to accommodate the buffer between the fields of a grid form, it might be necessary for you to add 2 pixels for each row. For example, consider the TextArea field that the Description control of the Service Request Detail Applet references. This field spans three rows of single-row fields. To align the bottom of this field with other fields, such as Home Phone#, you must increase the value in the HTML Height property an additional 2 pixels for every row of fields that the TextArea field spans, not including the first row. In this situation, the Description control spans three rows of fields. You increase the HTML Height property to 2 rows multiplied by 2 pixels for a total of 4 pixels. You modify the original HTML Height of 72 pixels to 76 pixels. This property applies to the following types of controls:
|
HTML Height - Language Override (O) |
Specifies the height of the control in pixels if a language or locale is active. |
HTML Icon Map (O) |
Specifies to map field values to icons as defined in the icon map. |
HTML Max Chars Displayed (O) |
Specifies the maximum number of characters that Siebel CRM displays in a control. This property applies only if the parent applet is in Base mode or if the control is read-only. It does not limit the number of characters that the user can enter into a text control in edit mode. |
HTML Max Chars Displayed - Language Override (O) |
Specifies the maximum number of characters that Siebel CRM displays in a control if a language or locale is active. |
HTML Only (O) |
Specifies to use the control only in the Siebel Web Client. You can use one of the following values:
|
HTML Row Sensitive (O) |
Specifies to position the applet. You can use one of the following values:
The following methods are examples that require you to set the HTML Row Sensitive property to TRUE:
|
HTML Sequence (O) |
Specifies the order that Siebel CRM uses to position this control relative to other controls that it displays in the applet in the Siebel Web Client. |
HTML Sequence - Language Override (O) |
Specifies the HTML sequence if a language or locale is active. |
HTML Type (O) |
Specifies how to display the control. If the HTML Type property is empty, then Siebel CRM uses the Type property. If your configuration requires an applet message, then you must set this property to Plain Text so that Siebel CRM wraps long text in the applet message. |
HTML Width (O) |
Specifies the width of the control in pixels in the Siebel Web Client. The maximum value is 2048. This property applies to the following types of controls:
|
HTML Width - Language Override (O) |
Specifies the HTML width if a language or locale is active. |
Left - Language Override (O)(H) |
Specifies the left coordinate of a control if a language or locale is active. |
Left (O)(H) |
Specifies the left coordinate of this control in pixels. This property applies to all controls. You can enter a number that is greater than or equal to 0. |
Left Text (O)(H) |
If this property is TRUE, then Siebel CRM places text on the left side of the control. This property applies only to a CheckBox control. |
MethodInvoked (O) |
Specifies the method that Siebel CRM calls if the user clicks a button control. If the control type is not PushButton, then Siebel CRM ignores this property. The method that is available for a button control depends on the class that the applet references and the class that the business component references. The following methods are available for the CSSFrameList applet class and the CSSFrame applet class:
You must use other methods only with caution. For more information, see Configuring the MethodInvoked Property of a Control and Siebel Developer's Reference. This property applies only to a PushButton control. |
Multi Line (O)(H) |
Specifies a multiple-line TextBox control. You can use one of the following values:
Scrolling depends on the following value of the Automatic Vertical Scroll style:
To start a new line, the user must press the ENTER key. If Automatic Horizontal Scroll is FALSE, then Siebel CRM automatically wraps the control words to the beginning of the next line, if necessary. If the user presses the ENTER key, then Siebel CRM starts a new line. The window size determines the text position. If the user modifies the window size, then Siebel CRM displays the text again. If a TextBox control:
The default value is single line. This property applies only to a TextBox control. |
MVG Applet (O) |
Specifies the applet that Siebel CRM uses for a pop-up multivalue group if the field that the control references is a multivalue field and if the Runtime property of this control is TRUE. This property applies only to a TextBox control. |
Name (R) |
Specifies the name of the control. This property applies to all controls. |
Owner Draw (O)(H) |
If TRUE, then Siebel CRM displays the bitmap that the Caption property references. It displays this bitmap on the button. This property applies only to a PushButton control. |
Pick Applet (O) |
Specifies the applet that Siebel CRM uses for the pop-up picklist if you specify a picklist for the field that the control references and if the Runtime property of this control is TRUE. This property applies only to a TextBox control. |
Prompt (O) |
Not used. This property applies only to a TextBox control. |
Prompt Text (O) |
For more information, see Configuring the Prompt Text Property of a Control or List Column. |
Read Only (O) |
You can use one of the following values:
If the Read Only property of the field that this control references is TRUE, then this control is also read-only even if the Read Only property of this control is FALSE. This property applies only to a TextBox control. |
Runtime (O) |
You can use one of the following values:
This property applies only to a TextBox control. |
Sequence - Language Override (O)(H) |
Specifies the order that Siebel CRM uses to display this control relative to other controls in the applet if a language or locale is active. |
Sequence (O)(H) |
Specifies the order that Siebel CRM uses to display this control relative to other controls in the applet. You can use a number that is greater than or equal to 1. This property applies to all controls. |
Show Popup (O) |
You can use one of the following values:
You must not set the Show Popup property to TRUE in the following situations:
|
Sort (O) |
You can use one of the following values:
This property applies only to a ComboBox control. |
Tab Stop (O)(H) |
You can use one of the following values:
This property applies to all controls. |
Target View Frame (O) |
Specifies the HTML page that Siebel CRM loads into the frame if the user clicks a control that calls a method. You can use one of the following values:
This property applies to a Siebel Web Client control. |
Text Alignment (O) |
Specifies how to align the text in the control. To view the values you can use, click the Text Alignment property in Siebel Tools. This property applies only to a TextBox control or a Label control. |
Text Alignment - Language Override (O) |
Specifies how to align the text in the control if a language or locale is active. For more information, see the description for the Text-Alignment Label property. |
Text Alignment-Label - Language Override (O) |
Specifies how to align the text of a control label on a form applet if a language or locale is active. This alignment occurs automatically for a locale that the user reads from right to left, such as Japanese. |
Text Style (O)(H) |
Specifies the text style that Siebel CRM uses to display this control. The Text Style object type determines the font type and font style. For more information, see Text Style (H). This property applies to the following types of controls:
|
Text-Alignment Label (O) |
Specifies how to align the text of a control label on a form applet. To view the values you can use, click the Text-Alignment Label property in Siebel Tools. For example, a field and a field label in a grid form applet are separate applet web template items that each reference the same control. To place a label to the left of a field, you do the following:
|
Tooltip Text (O)(H) |
Obsolete. Do not use. This property applies to a Button control. |
Top - Language Override (O)(H) |
Specifies the order that Siebel CRM uses to display controls if a language or locale is active. |
Top (O)(H) |
Specifies the top coordinate of this control in pixels. The top coordinate of the applet is 0. You can specify a number that is greater than or equal to 0. This property applies to all controls. |
Type (O)(H) |
Specifies the control type. To view the values you can use, click the Type property in Siebel Tools. This property applies to all controls. |
Vertical Scroll (O)(H) |
You can use one of the following values:
This property applies only to a ComboBox control or a TextBox control. |
Visible (O) |
You can use one of the following values:
This property applies to all controls. |
Visible - Language Override (O) |
You can use one of the following values:
|
Want Return (O)(H) |
If the user presses the ENTER key in a multiple-line TextBox control, and if the Want Return property is:
This property applies only to a multiple-line TextBox control. It has no effect on a single-line TextBox control. |
Width - Language Override (O)(H) |
Specifies the order of controls if a language or locale is active. |
Width (O)(H) |
Specifies the width of the control in pixels. You can specify a number that is greater than or equal to 0. The default value is 40. This property applies to all controls. |
Configuring the MethodInvoked Property of a Control
Siebel CRM does the following in an HTML client according to the value of the MethodInvoked property:
The user clicks a button.
The MethodName property of control that this button references control calls an InvokeMethod call in the browser applet class. This class runs in the HTML browser.
A Browser Script on the applet includes a PreInvokeMethod handler that intercepts the method and handles the PreInvokeMethod event.
If Siebel CRM does not handle the InvokeMethod call in the:
Browser applet class. It does an InvokeMethod call in the server applet class. The client applet class uses this method to call the server applet unless a specialized client applet exists that handles this method in the client. To handle this method, you can use a WebApplet_PreInvokeMethod script in Siebel VB or Siebel eScript.
Server applet class. It forwards the call to the business component that the applet references. This business component resides on the server. To handle this method, you can use a BusComp_PreInvokeMethod script in Siebel VB or Siebel eScript.
If Siebel CRM does not handle the InvokeMethod on the business component that resides on the server, then it returns an error.
Configuring the Prompt Text Property of a Control or List Column
The Prompt Text Property specifies the text that Siebel CRM displays in the status bar of the Browser that displays the client. This property applies only to a form applet or list applet. The Prompt Text field can include a maximum of 250 characters. This maximum value exceeds the space that is available for this text in the Browser status bar. This status bar can display only approximately 127 characters in Internet Explorer version 7.0.
Control Locale
A control locale defines language overrides that Siebel CRM uses with a control.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a control locale.
Table Properties of the Control Locale
Property | Description |
---|---|
Caption (O) |
Specifies the as headers for list applets columns, field prompts, and link names. |
Height (O)(H) |
Specifies the height of the control in pixels. |
HTML Height (O) |
Specifies the height of the control in pixels. |
HTML Max Chars Displayed (O) |
Specifies the maximum number of characters that Siebel CRM displays in a control. |
HTML Sequence (O) |
Specifies the order that Siebel CRM uses to The (order) position of this control relative to other controls in the applet in the Siebel Web Client. Indicates tab sequence. |
HTML Width (O) |
Specifies the width of the control in pixels in the Siebel Web Client. |
Left (O)(H) |
Specifies the left coordinate of this control in pixels. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Prompt Text (O) |
For more information, see Configuring the Prompt Text Property of a Control or List Column. |
Sequence (O)(H) |
Specifies the order that Siebel CRM uses to Sets the (order) position of this control relative to other controls in the applet. |
Text Alignment (O) |
Specifies how to align text in the control. You can use one of the following values:
|
Text-Alignment Label (O) |
Specifies the Text-Alignment Label property if a language or locale is active. Siebel CRM associates this property with the Text Alignment Label Language Override property of a control. |
Tooltip Text (O) |
Obsolete. Do not use. |
Top (O)(H) |
Specifies the top coordinate of this control in pixels. The top coordinate of the applet is 0. You can specify a number that is greater than or equal to 0. |
Visible (O) |
You can use one of the following values:
|
Width (O)(H) |
Specifies the width of the control in pixels. You can specify a number that is greater than or equal to 0. |
Control User Prop
A control user prop sends a property value to specialized C++ code. Siebel CRM persists the value that you configure for a user property in the Siebel runtime repository. For more information, see Object Types That You Must Not Modify.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a control user prop.
Table Properties of the Control User Prop
Property | Description |
---|---|
Name (R) |
Specifies the name of the user property. |
Value (R) |
Specifies the value of the user property. |
Drilldown Object
A drilldown object allows the user to drill down on a field in a list applet and navigate to another view where Siebel CRM displays more data about the field. To identify a drilldown field in a list, Siebel CRM uses colored, underlined text. For more information about how to configure drilldown on a form applet in Siebel Open UI, see Article ID 539183.1 on My Oracle Support.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Drilldown Object
The following table describes properties that Siebel CRM uses with a drilldown object.
Table Properties of the Drilldown Object
Property | Description |
---|---|
Business Component (O) |
Specifies the destination business component. If this property is empty, then Siebel CRM uses the same business component for the destination business component that it uses for the source business component, although it typically modifies the view. If the destination view must display the same active business components in the same context, and if you do not require Siebel CRM to modify the current query context, then do not specify a value in any of the following properties for this drilldown object:
|
Destination Field (O) |
Specifies field in the destination business component. The value that this field contains equals the value that the source field contains in the source business component. If you do not specify a business component, then do not specify a value in the Destination Field property. If the Destination Field property is empty, then it defaults to Id, which is the row ID of the destination business component. |
Hyperlink Field (O) |
Specifies a business component field that the applet references that Siebel CRM uses for the drilldown. This property also determines the field in the list column in the list applet that is blue and underlined. You must enter a value in the Hyperlink Field property. If you do not enter a value, then Siebel CRM does not display a link that the user can click to drill down. |
Menu Text (O) |
Not used. |
Name (R) |
Specifies the name of the drilldown object. This name must be unique among drilldown objects in the applet. |
Sequence (O) |
Specifies a sequence number that Siebel CRM uses in a dynamic drilldown. This number determines the default drilldown object. |
Source Field (O) |
Specifies a business component field that the applet references. This field is the source of the drilldown. Siebel CRM applies the value that this field contains as a search specification to the destination field in the destination business component. Because the user navigates from one view to another view, a new active business component occurs. The following properties establish a relationship from a record in the source business component to the appropriate record or set of records in the destination business component:
If you do not specify a value in the Business Component property for this drilldown object, then do not specify a value in the Source Field property. If the Source Field property is empty, then Siebel CRM drills down to the same row in the destination business component. |
View (O) |
Specifies the view that Siebel CRM displays if the user drills down. If the View property is empty, then:
|
Visibility Type (O) |
Specifies a visibility type that is different than the default visibility for the destination business component. To view the values you can use, click the Visibility Type property in Siebel Tools. You typically set this value to All. This value makes sure that Siebel CRM can display the destination record. |
Drilldown Object Locale
A drilldown object locale defines language overrides that Siebel CRM uses with a drilldown object.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Drilldown Object > Drilldown Object Locale
The following table describes properties that Siebel CRM uses with a drilldown object locale.
Table Properties of the Drilldown Object Locale
Property | Description |
---|---|
Menu Text (O) |
Specifies the text that Siebel CRM displays in the right-click shortcut menu for a row for a language. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
List
A list contains information for list applets. For a list applet, there must be one and only one list object definition. If the applet is not a list applet, then there are no list object definitions.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > List
The following table describes properties that Siebel CRM uses with a list.
Table Properties of the List
Property | Description |
---|---|
Alpha Tab Search Field (O)(H) |
Specifies the name of the business component field that Siebel CRM uses when it does an alpha tab search. If this property includes a value, then Siebel CRM displays an alphabet tab search bar in the list applet. |
Alpha Tab Search Field - Language Override (O)(H) |
Specifies the alpha tab search field if a language or locale is active. |
HTML Hierarchy Bitmap (O) |
Specifies the name of the HTML hierarchy bitmap. For more information, see HTML Hierarchy Bitmap. |
HTML Multi Row Edit (O) |
You can use one of the following values:
|
HTML Multi Row Select (O) |
You can use one of the following values:
|
Name (R) |
Specifies the name in the applet. This value is List. |
Total Displayed (O) |
Not used. |
Total Required (O) |
If TRUE, then Siebel CRM sums and displays at the bottom of the list the columns whose Total Required property is TRUE. Siebel CRM uses this property only if the applet is a list applet. |
Variable Row Height (O)(H) |
If TRUE, then the list applet supports variable row heights. For example, Notes. A variable row displays the first three lines by default. To display the entire line, the user must set the Text Lines Per Note Row in the List tab of the Options window to 3. |
List Column
A list column associates one list column to a list applet. You can add user properties to a list column. For more information about controls, see the topic about field data types in Configuring Siebel Business Applications. For information about user properties, see Siebel Developer's Reference.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a list column.
Table Properties of the List Column
Property | Description |
---|---|
Available (O) |
If FALSE, then Siebel CRM does not display the list column in the list or in the Columns Displayed dialogue box. For more information, see the description of the Show In List property for this list column. |
Available - Language Override (O) |
Specifies to use this column with a list applet if a language or locale is active. |
Bitmap Column Heading (O)(H) |
You can use one of the following values:
You can use this property only in a Boolean list column that specifies a value for the Check Bitmap Identifier property. |
Check Bitmap Identifier (O)(H) |
Specifies the bitmap that Siebel CRM displays in the TRUE state if this list column is a CheckBox list column. |
Content Fixup Name (O) |
Specifies to use the Siebel Server or the client browser to do fixup. This fixup allows Siebel CRM to display links and images in the HTML page. For more information, see Siebel Portal Framework Guide. |
Detail Applet (O) |
Specifies the applet that Siebel CRM uses to display related data for the field that the list column from the same business component specifies. |
Display Format (O) |
Specifies the format mask that Siebel CRM applies to the data. For example: $#,###,###,### |
Display Name (O) |
Specifies the value that Siebel CRM uses as the list column heading or the key to the international message table. For example: Expected Value |
Field (O) |
Specifies the field that provides the data that the list column displays. For example: Amount Expected Value |
Field Retrieval Type (O) |
Specifies that the field data is one of the following:
|
HTML Attribute (O) |
Specifies to add HTML tag attributes to the HTML tags that the client creates to display the list column. |
HTML Display Mode (O) |
Specifies the display mode that Siebel CRM uses with a control that displays a field value. You can use one of the following values:
|
HTML Height (O) |
Specifies the height of this list column in pixels in the Siebel Web Client. |
HTML Height - Language Override (O) |
Specifies the height of this list column in pixels in the Siebel Web Client if a language or locale is active. |
HTML Icon Map (O) |
Specifies to map field values to icons that the icon map defines. For example: CHECK |
HTML List Edit (O) |
You can use one of the following values: TRUE. If the applet displays in the Edit List mode, then display this control as a data input control. FALSE. Display this control as a read-only control. |
HTML Max Chars Displayed (O) |
Specifies the maximum number of characters that Siebel CRM displays in a list column. This property applies only if the parent applet is in Base mode, or if the list column is read only. It does not limit the number of characters that the user can enter in a text control in edit mode. |
HTML Max Chars Displayed - Language Override (O) |
Specifies the maximum number of characters that Siebel CRM displays in a list column if a language or locale is active. |
HTML Only (O) |
If TRUE, then Siebel CRM uses the control only in the Siebel Web Client. |
HTML Row Sensitive (O) |
Specifies to position the applet on the current record before calling the method that the Method Invoked property specifies. The following methods are examples that require you to set the HTML Row Sensitive property TRUE:
|
HTML Sequence (O) |
Specifies the position of this list column relative to other list columns that Siebel CRM displays in the applet in the Siebel Web Client. |
HTML Sequence - Language Override (O) |
Specifies the position of this list column relative to other list columns that Siebel CRM displays in the applet in the Siebel Web Client if a language or locale is active. |
HTML Type (O) |
Specifies how to display the list column. If this property is empty, then Siebel CRM uses the value that the Type property specifies. |
HTML Width (O) |
Specifies the width of the list column in pixels in the Siebel Web Client. The maximum value is 2048. |
HTML Width - Language Override (O) |
Specifies the width of the list column in pixels in the Siebel Web Client if a language or locale is active. |
MVG Applet (O) |
Specifies the applet that Siebel CRM uses to display the pop-up multivalue group if the properties of this list column are set as follows:
|
Name (R) |
Specifies the name of this list column. |
Pick Applet (O) |
Specifies the applet that Siebel CRM uses to display the pop-up picklist if the properties of this list column are set as follows:
If this list column references a field that contains a static picklist, then Siebel CRM ignores this property. The only exception to this configuration occurs if the Long List property of this picklist is TRUE. |
Popup Edit (O)(H) |
If TRUE, then a text field uses a pop-up edit box. |
Prompt Text (O) |
For more information, see Configuring the Prompt Text Property of a Control or List Column. |
Read Only (O) |
If TRUE, then the user cannot edit data. If the Read Only property of the field that the Field property of this list column references is TRUE, then this list column is read-only even if the Read Only property of this list column is FALSE. |
Runtime (O) |
You can use one of the following values:
|
Sequence (R)(H) |
Specifies the position of this list column in the list. This property can contain only an integer. For more information, see Configuring the Sequence Property of a List Column to Import Records. |
Sequence - Language Override (O)(H) |
Specifies the position of this list column in the list if a language or locale is active. This property can contain only an integer. |
Show In List (O) |
If TRUE, then Siebel CRM displays this list column in a list. If the Show In List property is FALSE, and if the Available property of this list column is TRUE, then Siebel CRM does not display list column in the applet unless the user chooses it from the Columns Displayed window. |
Show In List - Language Override (O) |
Specifies the list column that Siebel CRM displays in a list if a language or locale is active. |
Show Popup (O) |
You can use one of the following values:
|
Text Alignment (O) |
Specifies the text alignment of this list column. |
Text Alignment - Language Override (O) |
Specifies the text alignment of the list column if a language locale is active. You can use one of the following values:
|
Text-Alignment Label (O) |
Specifies to align the text of the list column label on a list applet. |
Text Alignment-Label - Language Override (O) |
Specifies the Text-Alignment Label property for a list column if a language or locale is active. Siebel CRM applies this configuration automatically for a locale that reads right-to-left, such as Japanese. You can use one of the following values:
|
Total Currency Code Expression (O) |
Specifies the currency that Siebel CRM uses to display the total value. You can use this property to display the list column total in a converted currency. For example, assume an opportunity that uses dollars as the currency code includes two products. One product is priced with YEN and the other product is priced in USD. To display the list total in these currencies, you set the Total Currency Code Expression to the following value: Parent: 'Opportunity.Currency Code' |
Total Required (O) |
You can use one of the following values:
|
Type (O)(H) |
Specifies the list column type. |
Width (O)(H) |
Specifies the list column width. |
Width - Language Override (O)(H) |
Specifies the list column width if a language or locale is active. |
Configuring the Sequence Property of a List Column to Import Records
To import records, you must make sure you set the Sequence property of the list column so that Siebel CRM imports records in the correct order. For example, assume you must configure Siebel CRM so that the user can import service requests. To do this, the user navigates the Service Requests list, clicks Menu, and then clicks Import. To support this requirement, assume you do the following:
Configure hierarchical pick lists in the Service Request business component on the following fields:
Area. The Area field constrains the Sub-Area field.
Sub-Area. The Sub-Area field constrains the SR Type field.
SR Type.
Create a custom import object and a list applet that uses the following configuration:
Set Input Format to Comma Separated Text File
Set Input Source to Auto Mapping
In the applet, you set the Sequence property to the following:
4 for the Sub-Area list column
1 for the SR Type list column
When the user runs this import, it fails and Siebel CRM enters the following errors in the import log file:
Failed to import 'Information' into the field 'SR Type'. Failed to import 'Information' into the field 'SR Type'.
This import fails because the sequence that Siebel CRM uses when it imports these fields is not correct. It attempts to set the SR Type field before it sets the Sub-Area field, but this is not possible because the Sub-Area field constrains the SR Type. Siebel CRM must import the Sub-Area field first, choose a value for it, constrain the SR Type field according to the Sub-Area field, and then import the SR Type field.
To avoid this problem, you must set the Sequence property of the list column in the applet that displays these fields to the following:
1 for the Sub-Area list column.
4 for the SR Type list column.
List Column Locale
A list column locale defines language overrides that Siebel CRM uses with a list column.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > List > List Column > List Column Locale
The following table describes properties that Siebel CRM uses with a list column locale.
Table Properties of the List Column Locale
Property | Description |
---|---|
Available (O) |
If TRUE, then Siebel CRM can associate this list column with a list applet. |
Display Name (O) |
Specifies a symbolic string that Siebel CRM uses for the list column heading. |
HTML Height (O) |
Specifies the height of this list column in pixels in the Siebel Web Client. |
HTML Max Chars Displayed (O) |
Specifies the maximum number of characters that Siebel CRM displays in a list column. |
HTML Sequence (O) |
Specifies the position of this list column relative to other list columns in the applet in the Siebel Web Client if the list applet is in Edit, Query, or New mode. |
HTML Width (O) |
Specifies the width of the list column in pixels in the Siebel Web Client. The maximum value is 2048. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Prompt Text (O) |
For more information, see Configuring the Prompt Text Property of a Control or List Column. |
Sequence (O)(H) |
Specifies the position of this list column in the list. This property can contain only an integer. |
Show In List (O) |
If TRUE, then Siebel CRM displays this list column in a list. |
Text Alignment (O) |
Specifies the text alignment of the list column. |
Text-Alignment Label (O) |
Specifies the Text-Alignment Label property if a language or locale is active. This property affects the Text Alignment Label Language Override property for this list column. |
Width (O)(H) |
Specifies the width for this list column. |
List Column User Prop
A list column user prop sends a property value to specialized C++ code. Siebel CRM persists the value that you configure for a user property in the Siebel runtime repository.
For more information, see Object Types That You Must Not Modify.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > List > List Column > List Column User Prop
The following table describes properties that Siebel CRM uses with a list column user prop.
Table Properties of the List Column User Prop
Property | Description |
---|---|
Name (R) |
Specifies the name of the user property. |
Value (R) |
Specifies the value of the user property. |
List Locale
A list locale defines language overrides that Siebel CRM uses with a list.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a list locale.
Table Properties of the List Locale
Property | Description |
---|---|
Alpha Tab Search Field (O)(H) |
Specifies the name of the business component field that Siebel CRM uses when it does an alpha tab search. If this property includes a value, then Siebel CRM displays an alphabet tab search bar in the list applet. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Tree
A tree defines a tree control in a tree applet. To create a view that allows the user to navigate a hierarchal list of records, Siebel CRM uses a tree applet. For example, the explorer view in the Service Requests screen uses a tree applet.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Tree
The following table describes properties that Siebel CRM uses with a tree.
Table Properties of the Tree
Property | Description |
---|---|
HTML Hierarchy Bitmap (O) |
Specifies the name of the HTML hierarchy bitmap object that Siebel CRM uses to display icons on the tree. |
Name (S) |
Specifies the name of this tree. The name is Tree. |
Tree Node
A tree node corresponds to one folder that Siebel CRM displays in a tree applet. It references the following items:
Label. Specifies the source of the text that Siebel CRM displays next to this folder.
Applet. Specifies the name of the applet that Siebel CRM displays in the right half of the view if the user opens the folder.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a tree node.
Table Properties of the Tree Node
Property | Description |
---|---|
Applet (O) |
Specifies the applet that Siebel CRM displays if the user clicks this tree node. This applet is typically a list applet. A list applet is not required. If the Applet property is empty, then Siebel CRM does nothing. |
Bitmap Category (O)(H) |
Not used. |
Bitmap Index (O)(H) |
Specifies an integer that Siebel CRM uses to choose a bitmap for the document symbol as a subset of a multiimage bitmap. Siebel CRM uses this property internally. You must set it to the following value: 5 = document symbol |
Bitmap Index Field (O)(H) |
Not used. |
Business Component (O) |
Specifies the business component that Siebel CRM uses to populate values in this tree node. You specify the same business component that the applet references. You specify this applet in the Applet property of this tree node. |
Display Name (O) |
Specifies the text that Siebel CRM displays next to the folder that it displays for this tree node. |
HTML Closed Bitmap (O) |
Specifies the bitmap object that defines the properties of a closed folder image. The parent of the bitmap object must be the HTML Tree Icons bitmap category. If the HTML Closed Bitmap property is not empty, then it overrides the Close Bitmap property of the HTML hierarchy bitmap object. |
HTML Open Bitmap (O) |
Specifies the bitmap object that defines the properties of an open folder image. The parent of the bitmap object must be the HTML Tree Icons bitmap category. If the HTML Open Bitmap property is not empty, then it overrides the Open Bitmap property of the HTML hierarchy bitmap object. |
Label Field (O) |
Specifies the name of a business component field that Siebel CRM uses to populate the names of the document object definitions in this tree node. |
Max Child Items (O) |
Specifies an integer that sets a limit on the number of child items that Siebel CRM displays in this tree node. |
Name (R) |
Specifies the name of this tree node. This name must be unique in the tree. |
Position (R) |
Specifies the position where Siebel CRM places this tree node in the tree hierarchy. This value includes integer values separated by periods. For example: 1.2.3.14 where:
|
Recursive (S) |
If TRUE, then this tree node and all the tree nodes below it include the same type of Siebel CRM data. For example, an account can include subaccounts. Each of these subaccounts can include more subaccounts. |
Recursive Link (O) |
Specifies the name of the link that defines the relationship with the business component. You can use it only if the Recursive property of this tree node is TRUE. |
Root Search Spec (O) |
Specifies a string value that determines the list of records at the top level of the tree. You use it primarily for a recursive tree to create a starting point for the tree. For example: [Parent Account Id] is NULL |
Selected Bitmap Index (O)(H) |
Specifies an integer that identifies the bitmap in a multiple bitmap file that Siebel CRM displays if the user chooses a record. You must use the following value: 5 |
Selected Bitmap Index Field (O)(H) |
Not used. |
Tree Node Locale
A tree node locale defines language overrides that Siebel CRM uses with a tree node.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a tree node locale.
Table Properties of the Tree Node Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the text that Siebel CRM displays next to the folder that corresponds to the tree node. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Application Object Types
This topic describes the Application object type and the object types that are children of this object type. It includes the following topics:
Application
An application defines the screens and views that the user can access through menus and page tabs. You must not configure Siebel Tools as an application in the same way that you configure a Siebel CRM application, such as Siebel Sales or Siebel Service. Although the views and applets that Siebel Tools uses do exist in the repository, you must not modify this information.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Applet Web Template > Applet Web Template Item > Siebel Object Types Reference > Application
The following table describes properties that Siebel CRM uses with an application.
Table Properties of the Application
Property | Description |
---|---|
Acknowledgement Web Page (O) |
Specifies the name of the Web page that Siebel CRM displays after the user logs in. Siebel CRM uses the Acknowledgement Web Page property only if the Acknowledgement Web View property does not contain a value. The Acknowledgement Web Page property or the Acknowledgement Web View property must contain a value. |
Acknowledgement Web View (O) |
Specifies the name of the view that Siebel CRM displays after the user logs in. The Acknowledgement Web Page property or the Acknowledgement Web View property must contain a value. |
Company Logo Bitmap (O)(H) |
Specifies the name of a bitmap object definition in the Company Logos bitmap category. |
Container Web Page (O) |
Specifies the Web page object definition that Siebel CRM uses to display the elements that surround a Siebel view. This page contains typical user interface elements, such as viewbars, screenbars, logos, and so on. All views, pages, and applets use the page that the Container Web Page properties specifies, by default. The Container Page property of a view can override this configuration. |
Default Find (O) |
Specifies the default value for a Find object. If the Default Find property of the Application Find object is True, then Siebel CRM displays this Find object in the Look In drop-down list in the Search Center. |
Display Name (O) |
Specifies the name that Siebel CRM displays on menus and page tabs for an application. |
Error Web Page (O) |
Specifies the error page that Siebel CRM displays if an error occurs. This value must reference a Web Page object type. |
Login Web Page (O) |
Specifies the page that Siebel CRM displays that allows the user to enter a user name and password. This value must reference a Web Page object type. |
Logoff Acknowledgement Web Page (O) |
Specifies the page that Siebel CRM displays after the user logs off. This value must reference a Web Page object type. |
Menu (O) |
Specifies the menu object definition that Siebel CRM uses. |
Name (R) |
Specifies a unique application name. |
Scripted (S) |
Specifies if a Siebel VB or Siebel eScript script is attached to the Application object. It can contain one of the following values:
|
Sort Web Page (O) |
Specifies the page that allows the user to choose the fields to sort in a list applet. This value must reference a Web Page object type. |
Text Style (O)(H) |
Specifies the text style that Siebel CRM uses by default for all controls in the application object. It uses this property only if the control, applet, or view do not specify a text style. The configuration file provides the default value for this property. |
Task Screen (O) |
Specifies the screen that allows the user to restart a task UI. |
Application Browser Script
An application browser script defines the browser script that an application uses.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Application Browser Script
The following table describes properties that Siebel CRM uses with an application browser script.
Table Properties of the Application Browser Script
Property | Description |
---|---|
Browser Group (O) |
Specifies the browser type that this script supports. |
Name (R) |
Specifies a unique name for this script. To create this value, Siebel Tools automatically combines the values in the User Agent property and the Procedure property. You must not modify this property. |
Procedure (O) |
Specifies the name of the function or the procedure. |
Script (O) |
Specifies the text for the function. |
Application Event Services
A application event services defines the application event services that Siebel CRM uses.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Application Event Services
The following table describes properties that Siebel CRM uses with an application event services.
Table Properties of the Application Event Services
Property | Description |
---|---|
Event Name (R) |
Specifies the name of the application event service. It can include only the following value: Start |
Method Name (R) |
Specifies the name of the business service method that Siebel CRM must call. It can include only the following value: Start |
Name (R) |
Specifies the event description. |
Sequence (R) |
Specifies the order that Siebel CRM uses to process the services. This property only contain an integer. |
Business Service (R) |
Specifies the name of the business service that Siebel CRM must call. |
Application Find
An application find defines the find object definitions that Siebel CRM uses for an application.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Application Find
The following table describes properties that Siebel CRM uses with an application find.
Table Properties of the Application Find
Property | Description |
---|---|
Default Find (O) |
Specifies the default value for a Find object. If the Default Find property of the Application Find object is True, then Siebel CRM displays this Find object in the Look In drop-down list in the Search Center. |
Find (R) |
Specifies the name of the find object definition that Siebel CRM includes in the application object. For example: Contact |
Name (R) |
Same as the Find property. |
Sequence (O) |
Specifies the order that Siebel CRM uses relative to other application find objects that it includes in the Find dialog box. This property can contain only an integer. |
Application Locale
An application locale defines language overrides that Siebel CRM uses with an application.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Application Locale
The following table describes properties that Siebel CRM uses with an application locale.
Table Properties of the Application Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the name that Siebel CRM displays on menus and page tabs for an application for a language. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Application Method Menu Item (H)
An application method menu item defines the menu for the application object.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Application Method Menu Item
The following table describes properties that Siebel CRM uses with an application method menu item.
Table Properties of the Application Method Menu Item
Property | Description |
---|---|
Menu Text (R) |
Specifies the text that Siebel CRM displays in the menu item. |
Method (R) |
Specifies the method that the menu item calls. |
Name (R) |
Specifies the name of the application method menu item. |
Position (R) |
Specifies the position of the menu item in the menu tree. For example, the following position identifies the first menu item of the submenu that resides in the third menu item. This third menu item resides in the top-level menu: 3.1 |
Application Method Menu Item Locale (H)
An application method menu item locale defines language overrides that Siebel CRM uses with an application method menu item.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Application Method Menu Item (H) > Application Method Menu Item Locale
The following table describes properties that Siebel CRM uses with an application method menu item locale.
Table Properties of the Application Method Menu Item Locale
Property | Description |
---|---|
Menu Text (R) |
Specifies the text that Siebel CRM displays in the menu item for a language. |
Name (O) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Application Server Script
An application server script defines the Siebel VB and Siebel eScript script that an application object contains. For more information, see Siebel Object Interfaces Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Application Server Script
An application server script uses the same properties as an applet script. For more information, see Applet Script (H).
Application Toolbar (H)
An application toolbar associates a toolbar with an application. Different applications can use different toolbars.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Application Toolbar
The following table describes properties that Siebel CRM uses with an application toolbar.
Table Properties of the Application Toolbar
Property | Description |
---|---|
Name (R) |
Specifies the name of the application toolbar object definition. This name must be unique in this application. |
Sequence (O) |
Specifies the order that Siebel CRM uses to display this toolbar relative to other toolbars that it displays at the top of the main window. This property can contain only an integer. |
Toolbar (R) |
Specifies the name of the toolbar object definition that Siebel CRM uses in an application. |
Application User Prop (H)
An application user prop is for Oracle use only.
Page Tab
A page tab defines the screens that the user access through a page tab.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Page Tab
The following table describes properties that Siebel CRM uses with a page tab.
Table Properties of the Page Tab
Property | Description |
---|---|
Bitmap Category (O)(H) |
Reserved for future use. |
Screen (R) |
Specifies the screen that Siebel CRM displays if the user clicks a page tab. For example: Accounts Screen |
Sequence (O) |
Specifies the order that Siebel CRM uses when it displays the page tabs. This property can contain only an integer. |
Text (R) |
Specifies the text or the key to localized text that Siebel CRM displays on the page tab. For example: Accounts |
Page Tab Locale
A page tab locale defines language overrides that Siebel CRM uses with a page tab.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Page Tab > Page Tab Locale
The following table describes properties that Siebel CRM uses with a page tab locale.
Table Properties of the Page Tab Locale
Property | Description |
---|---|
Name (R) |
Specifies the abbreviation for the language that Siebel CRM uses. For example: ENU |
Text (O) |
Specifies the text or the key to localized text Siebel CRM displays on the page tab. |
Screen Menu Item
A screen menu item adds a menu item to a screen menu.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Screen Menu Item
The following table describes properties that Siebel CRM uses with a screen menu item.
Table Properties of the Screen Menu Item
Property | Description |
---|---|
Screen (R) |
Specifies the name of the screen that this screen menu item displays. If a screen contains multiple screen views, and if the user clicks a screen menu item, then Siebel CRM expands this screen menu item and then displays screen menu items for each of these views. |
Sequence (O) |
Specifies the order that Siebel CRM uses to display this screen menu item on the Screen menu. |
Text (R) |
Specifies the text label that Siebel CRM uses for this screen menu item. If localized text exists for this screen menu item, then the value in this Text property is a key that identifies the message table that Siebel CRM uses to find the localized text. |
Screen Menu Item Locale
A screen menu item locale defines language overrides for a screen menu item.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Screen Menu Item > Screen Menu Item Locale
The following table describes properties that Siebel CRM uses with a screen menu item locale.
Table Properties of the Screen Menu Item Locale
Property | Description |
---|---|
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Text (O) |
Specifies the text that Siebel CRM uses for the screen menu item. |
Assignment Attribute Object Types
This topic describes the Assignment Attribute object type and the object types that are children of this object type. It includes the following topics:
Assignment Attribute
An assignment attribute does the following:
Defines an attribute that an assignment criteria can reference.
Specifies the picklist that Siebel CRM uses in the Values applet in the Assignment Criteria view that an administrator can use in the client to configure an attribute.
Does not directly specify a database column or a combination of database columns. The child assignment attribute column defines a column mapping.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Application > Assignment Attribute
The following table describes properties that Siebel CRM uses with an assignment attribute.
Table Properties of the Assignment Attribute
Property | Description |
---|---|
Bounded (O) |
You can use one of the following values:
|
Data Type (R) |
Specifies the data type for the assignment attribute. You can use one of the following values:
|
Name (R) |
Specifies the name of the assignment attribute. The value that this property contains must be unique in the repository. |
Order By LOV Type (O) |
Not used. |
Pick Field (O) |
Specifies the name of the field that the administrator can choose from the picklist. You can use one of the following values:
|
Picklist (O) |
Specifies the name of the picklist that provides the values that populate a list column in the Values applet in the Assignment Criteria view. |
Translate Pick Field (O) |
Specifies to save the Language Independent Code in the Siebel database or in the display value for the assignment criteria. |
Use Range (O) |
You can use one of the following values:
For example, the Use Range property of the Revenue assignment attribute is TRUE. It displays two list columns: Revenue Low and Revenue High. It allows the administrator to enter 50000 in the Revenue Low column and 100000 in the Revenue High column to indicate a range of $50,000 through $100,000. |
Checking In Assignment Objects
You must check the project that an assignment object references in to the Siebel Server.
Assignment Attribute Column
An assignment attribute column does the following:
Assigns an assignment attribute to an assignment object and a workflow policy component column. These mappings set up value matching in the assignment object and workflow policy object for criteria that use the parent assignment attribute.
Maps an assignment object to a workflow policy component column.
Each assignment attribute column can specify a different assignment object or a different attribute in the same assignment object.
You must check in modifications you make. For more information, see Checking In Assignment Objects.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Assignment Attribute > Assignment Attribute Column
The following table describes properties that Siebel CRM uses with an assignment attribute column.
Table Properties of the Assignment Attribute Column
Property | Description |
---|---|
Assignment Object (R) |
Specifies an assignment object. Siebel CRM examines the values that this object contains to determine if a match exists with values that the parent assignment attribute contains. |
Name (R) |
Specifies the name of the assignment attribute column. You can use the following format: assignment_object: workflow_policy_component_column For example: Account: Area Code |
Sequence (R) |
Specifies a unique sequence number for the assignment attribute column. If an assignment attribute contains multiple assignment attribute columns, then Assignment Manager searches for attribute values in the order that you define them in this property. This property can contain only an integer. |
Workflow Policy Component (R) |
Specifies the name of the workflow policy component in the workflow policy object that this assignment attribute column references. For example: Account |
Workflow Policy Component Column (R) |
Specifies the name of the workflow policy component column in the workflow policy component that this assignment attribute column references. For example: Account Area Code |
Workflow Policy Object (R) |
Specifies the name of the workflow policy object that this assignment attribute column references. For example: Account |
Assignment Criteria Object Types
This topic describes the Assignment Criteria object type and the object types that are children of this object type. It includes the following topics:
Assignment Criteria
An assignment criteria defines an attribute that Siebel CRM uses in an assignment criteria record. Siebel CRM displays assignment criteria in the picklist that it displays if the user clicks in the Criteria list column when the user edits an assignment criteria record in the client.
You must check in modifications you make. For more information, see Checking In Assignment Objects.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Assignment Criteria
The following table describes properties that Siebel CRM uses with an assignment criteria.
Table Properties of the Assignment Criteria
Property | Description |
---|---|
Display Flag (O) |
You can use one of the following values:
|
Display Name (O) |
Specifies the name that Siebel CRM displays for this assignment criteria object in the picklist and in the Criteria list column in the Assignment Criteria applet in the Assignment Criteria view. If Display Name does not contain a value, then Siebel CRM uses the value in the Name property. |
Employee Skill (O) |
You can use one of the following values:
|
Name (R) |
Specifies the name of the assignment criteria. |
Team |
Specifies Used with dynamic candidates feature. You can use one of the following values:
|
Use Expertise (O) |
You can use one of the following values:
|
Assignment Criteria Attribute
An assignment criteria attribute allows an assignment criteria to include multiple attributes.
You must check in modifications you make. For more information, see Checking In Assignment Objects.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Assignment Criteria > Assignment Criteria Attribute
The following table describes properties that Siebel CRM uses with an assignment criteria attribute.
Table Properties of the Assignment Criteria Attribute
Property | Description |
---|---|
Assignment Attribute (R) |
Specifies the assignment attribute that this assignment criteria attribute references. |
Display Name (R) |
Specifies the list column label that Siebel CRM displays for this assignment criteria attribute in the Values list applet. If this property does not include a value, then Siebel CRM uses the name in the list column label. |
Display Sequence (R) |
Specifies the order that Siebel CRM uses to display the list column for this assignment criteria attribute in the list applet relative to other assignment criteria attributes in the assignment item. A lower number places the list column farther to the left. |
Display Sequence - Language Override |
Allows you to order the list columns in the list applet differently for different languages. |
Name (R) |
Specifies the name of the assignment criteria attribute. This name must be unique in the parent assignment criteria. |
Pick Applet (O) |
Specifies the name of the pick applet that Siebel CRM displays in a picklist. If a picklist is defined, then this picklist allows the user to choose a value in a list column for the assignment attribute. |
Store Column (R) |
Specifies the column in the S_ASGN_RULE_ITEM (assignment rule item) table that contains the value for the assignment criteria attribute. To save assignment criteria attribute values for each assignment criteria, Siebel CRM uses four columns for each of the following data types:
The Data Type property in the assignment attribute determines this data type. The Store Column property must contain one of the following unique values for each assignment criteria attribute that uses the same data type:
|
Assignment Criteria Attribute Locale
An assignment criteria attribute locale defines language overrides that Siebel CRM uses with an assignment criteria attribute.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Assignment Criteria > Assignment Criteria Attribute > Assignment Criteria Attribute Locale
The following table describes properties that Siebel CRM uses with an assignment criteria attribute locale.
Table Properties of the Assignment Criteria Attribute Locale
Property | Description |
---|---|
Display Name (R) |
Specifies the list column label that Siebel CRM displays for this assignment criteria attribute in the Values list applet for a language. |
Display Sequence |
Specifies the order that Siebel CRM uses to display the list column for this assignment criteria attribute in the list applet relative to other assignment criteria attributes in the assignment item. A lower number places the list column farther to the left. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Assignment Criteria Locale
An assignment criteria locale defines language overrides that Siebel CRM uses with an assignment criteria.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Assignment Criteria > Assignment Criteria Locale
The following table describes properties that Siebel CRM uses with an assignment criteria locale.
Table Properties of the Assignment Criteria Locale
Property | Description |
---|---|
Display Name (R) |
Specifies the name that Siebel CRM displays for this assignment criteria in the picklist and the Criteria list column in the Assignment Criteria applet in the Assignment Criteria view for a language. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Bitmap Category Object Types
This topic describes the Bitmap Category object type and the object types that are children of this object type. It includes the following topics:
Bitmap
A bitmap references a GIF or JPG image file that a button control or another object uses. Each bitmap image in the repository can exist in only one bitmap category.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Bitmap Category > Bitmap
The following table describes properties that Siebel CRM uses with a bitmap.
Table Properties of the Bitmap
Property | Description |
---|---|
Alt Text (O) |
Specifies alternative text that Siebel CRM uses instead of the value that the Name property contains. |
Data (S)(H) |
Specifies the bitmap data. |
File Name (O) |
Specifies the file name of the bitmap. The following directory is the default directory for this file: \public\language\images
where:
|
Height (S) |
Specifies the height in pixels of the bitmap. |
MIME Type (O) |
Specifies the MIME type of the file contents. |
Name (R) |
Specifies the name of the bitmap object definition. |
Transparent Color (O)(H) |
Specifies to use 1-bit transparency support for logos, toolbars, buttons, and similar bitmap object definitions. If the user sets a custom background color, then this configuration allows Siebel CRM to use this background color so that a toolbar button or applet button that displays over this background is visible. The color you choose or enter in the Transparent Color property specifies the color that Siebel CRM uses as a substitute for a Clear color. You can enter it as a triplet of integers. You can also click the Transparent Color button during a bitmap import and then use the color selection dialog box that Siebel Tools displays. |
Width (S) |
Specifies the width in pixels of the bitmap. |
Bitmap Category
A bitmap category allows Siebel CRM to group bitmaps according to function or some other relationship. You can use some predefined bitmap categories only for a specific purpose. For example, the Background Bitmap property of an applet references the Applet Backgrounds bitmap category for the bitmap file.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Bitmap Category
The following table describes properties that Siebel CRM uses with a bitmap category.
Table Properties of the Bitmap Category
Property | Description |
---|---|
Name (R) |
Specifies the name of the bitmap category. |
Predefined (O)(H) |
You can use one of the following values: TRUE. A predefined bitmap category that typically contains a bitmap file that you or Oracle provides. You can add or remove a bitmap file from a predefined category. You cannot delete or rename the object definition for a bitmap category. FALSE. A bitmap category that you provide. You can create, delete, or modify the object definition of the bitmap category. This bitmap is typically a view bar logo that uses the Logo.bmp name. You provide the bitmap category name and reference it in the Bitmap Category property of the view. |
Bitmap Locale
A bitmap locale defines a language override that Siebel CRM uses with a bitmap.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Bitmap > Bitmap Locale
The following table describes properties that Siebel CRM uses with a bitmap locale.
Table Properties of the Bitmap Locale
Property | Description |
---|---|
Alt Text (O) |
Alternative text that Siebel CRM uses instead of the parent name property for a bitmap for a language. |
Name (R) |
The abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Business Component Object Types
This topic describes the Business Component object type and the object types that are children of this object type. It includes the following topics:
BusComp Browser Script
A buscomp browser script defines the browser script that a business component uses.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > BusComp Browser Script
The following table describes properties that Siebel CRM uses with a buscomp browser script.
Table Properties of the BusComp Browser Script
Property | Description |
---|---|
Browser Group (O) |
Not used. |
Name (R) |
Specifies a unique name for the script. To define this property, Siebel Tools automatically combines the Browser Group and Procedure properties. You must not modify this property. |
Procedure (O) |
Specifies the name of the function or the procedure. |
Script (R) |
The text for the script. |
BusComp Server Script
A buscomp server script defines Siebel VB or Siebel eScript script for a business component. For more information, see Siebel Object Interfaces Reference.
Starting with Siebel CRM version 7.0, buscomp server scripts replace business component scripts.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > BusComp Server Script
A buscomp server script uses the same properties as a applet script. For more information, see Applet Script (H).
BusComp View Mode
A buscomp view mode defines access control for a business component in a view.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > BusComp View Mode
The following table describes properties that Siebel CRM uses with a buscomp view mode.
Table Properties of the BusComp View Mode
Property | Description |
---|---|
Name (R) |
Specifies the view mode name. To examine the values you can use, you can click this Name property in Siebel Tools. |
Owner Type (R) |
Specifies the owner of the records in the current view mode. For example, if the user chooses My Opportunities, then the position is the owner of the opportunities that Siebel CRM displays. To examine the values you can use, you can click this Owner Type property in Siebel Tools. For more information about using the Owner Type property, see the topic about business component view mode fields in Siebel Security Guide. |
Private Field (O) |
Specifies the name of a field that indicates private or public access to a record. This field is typically named Private or Private Flag. This property allows Siebel CRM to display private predefined queries that a user creates and public queries that an administrator creates. It can display these queries in the same list. The field that the Private Field property references contains a TRUE or FALSE value that indicates if the record is private. This value determines the following visibility:
|
Visibility Field (O) |
Specifies the field that Siebel CRM uses to establish single-owner visibility. This field identifies the record ID of a record that the business component contains. |
Visibility MVField (O) |
Specifies the name of the multivalue field that Siebel CRM uses to maintain the list of owners that it displays in team visibility. This field typically references the Name property in the business component. Siebel CRM uses this property with the Visibility MVLink property. To examine the values you can use, you can click this Visibility MVField property in Siebel Tools. |
Visibility MVLink (O) |
Specifies the name of the multivalue link that Siebel CRM uses to maintain the list of owners that it displays in team visibility. Siebel CRM uses this property with the Visibility MVField property. To examine the values you can use, you can click this Visibility MVLink property in Siebel Tools. |
Business Component
A business component defines a logical entity that organizes columns from one or more tables into a single entity. It provides a foundation that controls how Siebel CRM chooses, inserts, and updates data in underlying tables. This data is typically specific to a functional area, such as a product, a contact, or an account. An applet references a business component. It does not directly reference the tables. This configuration allows you to reference data according to functional area. It might also separate work that a developer performs from work that an administrator performs.
A virtual business component defines external data. For more information, see Properties of the Field Object Type That Siebel CRM Supports for a Virtual Business Component.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component
The following table describes properties that Siebel CRM uses with a business component.
Table Properties of the Business Component
Property | Description |
---|---|
Browser Class (O)(H) |
Not used. |
Cache Data (O) |
You can use one of the following values:
For more information, see Configuring the Cache Data Property of a Business Component. |
Class (R) |
Specifies the name of the class that determines the configuration of the business component. For example, you can use the following value: CSSBcVAbsResult |
Data Source (O) |
Allows a business component to use a different name for the configuration file that identifies the data source. This name is different from the name that the Siebel CRM application currently uses. Server or Local are examples of a data source. This configuration allows a business component to get data from a database other than the typical SQL database. If a business component specifies a data source, then all the tables it implicitly and explicitly joins must reside in the same data source. If the Data Source property is empty, then Siebel CRM uses the same data source that it uses to start the Siebel CRM application. |
Dirty Reads (O) |
You can use one of the following values:
Siebel CRM uses this property only if it use a Sybase database. If Siebel CRM does not use a Sybase database, then it ignores this property. It is recommended that you modify the default setting of TRUE for this property only to support workflow processes or Enterprise Application Integration (EAI). If TRUE, then the user can read data that can be modified without their knowledge. This configuration might be desirable in a situation where the data is available for reading and anybody can update it. If dirty reads are not allowed, then nobody can update the data until everybody finishes displaying this data. If dirty reads are allowed, and if another user does not modify the same record since Siebel CRM last queried this record, then it updates data immediately. For example, if user A updates a record, and if user B is not aware of this update and then attempts to update the same record, then Siebel CRM displays a message to user B that states that the data was updated and the user must requery. |
Distinct (O) |
You can use one of the following values:
|
Enclosure Id Field (O) |
Specifies the ID of a recipient of literature, typically the contact ID. |
Extension Type (O) |
You can use one of the following values:
If the Extension Type property is empty, and if Siebel CRM:
|
Force Active (O) |
You can use one of the following values:
|
GenReassignAct (O) |
You can use one of the following values:
|
Hierarchy Parent Field (O) |
Specifies the field that contains the parent data in a hierarchy. It allows Siebel CRM to display nesting in a hierarchical list applet. |
Insert Update All Columns (S) |
Used internally to make each SQL INSERT or UPDATE statement include a column. This configuration allows Siebel CRM to reuse parsed statements more effectively during batch processing. You must not modify this value. |
Log Changes (O) |
You can use one of the following values:
Caution: Siebel CRM sets this property to TRUE, by default. You must not modify it. Any modification you make might adversely affect data integrity.
|
Maximum Cursor Size (O) |
Specifies the maximum number of records that Siebel CRM can get from the server database. It applies only to an Oracle or DB2 UDB database. You can use one of the following numbers:
If the Maximum Cursor Size property contains a value, then this value overrides the MaxCursorSize parameter in the configuration file. You can also use this property with a multivalue group business component. For more information, see Configuring a Multivalue Group Business Component. |
Multi Recipient Select (S) |
You can use one of the following values:
The Service Request business component sets this property. |
Name (R) |
Specifies the name for the business component. This name must be unique among business components. It can include spaces. It cannot include special characters. |
No Delete (O) |
You can use one of the following values:
If the Admin Mode Flag property of the current view is TRUE, then Siebel CRM ignores this property. |
No Insert (O) |
You can use one of the following values:
If the Admin Mode Flag property of the current view is TRUE, then Siebel CRM ignores this property. |
No Merge (O) |
You can use one of the following values:
If the Admin Mode Flag property of the current view is TRUE, then Siebel CRM ignores this property. |
No Update (O) |
You can use one of the following values:
If the Admin Mode Flag property of the current view is TRUE, then Siebel CRM ignores this property. |
Owner Delete (O) |
You can use one of the following values:
The following visibility determines the owner:
If a view uses Admin mode, then Siebel CRM disables the Owner Delete property and any user who can access the view can delete the record. |
Placeholder (O) |
Not used. |
Popup Visibility Auto All (O) |
You can use one of the following values:
|
Popup Visibility Type (O) |
Specifies the type of pop-up visibility. To view the values you can use, click the Popup Visibility Type property in Siebel Tools. If this property is empty, then Siebel CRM uses the Sales Rep default value. |
PreFetch Size (O) |
Specifies the number of records that Siebel CRM gets from the server database for a business component. If this property includes a value, then it overrides the MaxCursorSize parameter in the configuration file. If you set the PreFetch Size property to the same value that the Maximum Cursor Size property contains, then Siebel CRM does the following:
You can use this property with the Maximum Cursor Size property only with a DB2 UDB database. You can use this property with a multivalue group business component. For more information, see Configuring a Multivalue Group Business Component. |
Recipient Id Field (O) |
Specifies the field that references the recipient IDs. This ID is typically the Contact ID. This property specifies the field that references the ID. It does not specify the ID. If the user uses CTRL+L in the Service Request screen to create recipients, and if the Recipient Id Field property of the Service Request business component is empty, then Siebel CRM does not create any recipients. |
Reverse Fill Threshold (O) |
Specifies the maximum number of records that Siebel CRM reads when it runs the first record or the last record request. It does this before the SQL statement that automatically reruns with a reversed sort sequence. The default value is 100. |
Scripted (S) |
Indicates a Siebel VB or Siebel eScript script is attached to the business component: TRUE. Script is attached. FALSE. No script is attached. |
Search Specification (O) |
Specifies a conditional expression that Siebel CRM uses to restrict the records it gets for this business component. You can enter a maximum of 255 characters in this property. |
Sort Specification (O) |
Specifies the sort expression that Siebel CRM uses to sort the records it gets from the server database. If the business component references any class other than CSSBusComp, then Siebel CRM might disable the sort specification. For performance reasons, the Application Object Manager ignores the sort specification property for the All view mode and the Manager view mode. You cannot define a sort specification on an administrative list. The user can sort records after the first query. To improve performance, Siebel CRM requires the user to filter for a smaller record set. You can enter a maximum of 255 characters in this property. For more information, see Business Component User Prop. |
Status Field (O) |
Specifies the name of a field that contains the value that determines the New status for a record. If this field value is:
You use this property with the visibility properties of the business component, such as the Visibility MVLink property and the Position Visibility Field property. |
Synonym Field (O) |
Specifies the field that contains synonyms for the business component. If this property includes a value, then any bounded picklist that the business component contains searches these synonyms. |
Table (R) |
Specifies the name of the primary SQL table where Siebel CRM gets records for this business component. The table name is case-sensitive. It must use the same format that it uses in the Siebel database. A virtual business component does not use this property. |
Type |
You can use one of the following values:
For more information, see Siebel Business Process Framework: Task UI Guide. |
Upgrade Ancestor |
For more information, see Common Object Properties. |
XA Attribute Value BusComp (O) |
Specifies the child business component that contains the attribute values for this business component. This property enables extended dynamic attributes for this business component. |
XA Class Id Field (O) |
Specifies the field that this business component references that contains the class data. |
Restrictions on Inserts, Updates, and Deletes
An insert, update, or delete operation affects data in the table that the Table property of a business component references. It does not affect data in a table that a join references.
How Siebel CRM Persists a Business Component Instance
Siebel CRM ends the persistence of a business component instance when the business object instance that references this business component instance ends.
Configuring the Cache Data Property of a Business Component
If Siebel CRM caches data for a business component, and if it modifies the contents of this cache, then this business component might reference obsolete data. This problem might occur in the following situations:
A user modifies some data through another business component. For example, the user modifies data through a business component that uses a multivalue link.
Another user modifies data while the user who first modified this data is still connected.
For this reason, it is recommended that you configure Siebel CRM to use caching only with static data, such as a list of values or a product. Do not configure Siebel CRM to use caching with data that the user might modify frequently, such as accounts or opportunities. If you do this, then the client cache might not remain synchronized with data in the server database.
It is recommended that you do not set the Cache Data property of a business component to TRUE and also set the Use Primary Join property of a multi value link to TRUE. If Siebel CRM modifies the primary record of a multivalue group business component in this situation, then it might not update data for the cached parent.
Configuring a Multivalue Group Business Component
You can use the Maximum Cursor Size property and the PreFetch Size property with a multivalue group business component. These properties are available only with a DB2 UDB database. The following items affect the number of rows that Siebel CRM returns for the first operation that a multivalue group business component performs:
If the multivalue group business component uses aggregation, then it reads every record. The sum function and the count function are examples of aggregation.
A multivalue group business component attempts to make the primary record the current record. Siebel CRM loads records until it finds the primary record. For example, if the primary record is the 4,000th record, then it loads 4,000 records. To prevent this configuration, you can use a detail view instead of a multivalue group. For example, you can use the Contact - Address detail view with the Contact in the top applet and a list of addresses in the bottom applet.
Business Component User Prop
A business component user prop sends a property value to the C++ code that implements specialized business component configuration. If you configure the value for a user property, then Siebel CRM persists this value in the Siebel runtime repository. For more information, see Object Types That You Must Not Modify.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Business Component User Prop
The following table describes properties that Siebel CRM uses with a business component user prop.
Table Properties of the Business Component User Prop
Property | Description |
---|---|
Name (R) |
Specifies the name of the user property. |
Value (R) |
Specifies the value of the user property. |
How a Business Component User Property Might Affect View Modes
Sometimes it might seem that Siebel CRM ignores the All view mode and the Manager view mode in the client. In this situation, the All Mode Sort business component user property might control the configuration for these modes. For more information about this user property, see Siebel Developer's Reference. For information about virtual business components, see Siebel Developer's Reference or Overview: Siebel Enterprise Application Integration.
Field
A field defines a business component field. The fields in a business component record include entries from a single value field or a multi value field. Siebel CRM evaluates required fields in alphabetical order according to the parent business component. For example, assume two required fields named Alpha and Omega exist on an applet and that these fields reference a business component field. Siebel CRM processes Alpha first and then Omega.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Field
The following table describes properties that Siebel CRM uses with a field.
Table Properties of the Field
Property | Description |
---|---|
Calculated (O) |
If TRUE, then Siebel CRM gets values from the business component to calculate the field value rather than getting values from the server database. |
Calculated Value (O) |
Specifies the expression Siebel CRM uses to calculate the field value if the Calculated property is TRUE. |
Column (R) |
Specifies the table column name. Other objects that reference this field can reference it through the column name. This property is not used or required for the following items:
The column name is name is case-sensitive. It must use the same format that it uses in the Siebel database. |
Currency Code Field (O) |
Specifies the name of the currency code field that Siebel CRM uses with a DTYPE_CURRENCY data type. The default field name is Currency Code. |
Dest Field (O) |
Specifies a field in the destination business component that is defined in the Multi Value Link field. Siebel CRM uses the Dest Field property only if the Multi Valued property is TRUE If the Multi Valued property is FALSE, the Siebel CRM ignores the Dest Field property. |
Disable Search |
You can use one of the following values:
|
Disable Sort |
You can use one of the following values:
|
Exchange Date Field (O) |
Specifies the name of the exchange date field that Siebel CRM uses with a DTYPE_CURRENCY data type. The default field name is Exchange Date. |
Force Active (O) |
If TRUE, then to get the field value, Siebel CRM queries the Siebel database each time it instantiates the parent business component. It does this even if it does not display this field in the client. You must set the Force Active property to TRUE only if you must script a field in the active business component, and only if Siebel CRM does not display this field in the active applet. Setting this property to TRUE might reduce performance. |
Force Case (O) |
Specifies the case for the field value. You can use one of the following values:
|
Hidden (O) |
If TRUE, then the field is not visible to a dynamically created list view, such as the view that the forecasting module uses. Siebel CRM uses this property to support only specialized functionality. It does not support general configuration. The default value of the Hidden property is one of the following:
|
Immediate Post Changes (O) |
For more information, see Configuring the Immediate Post Changes Property of a Field. |
Internal Pick Applet (O) |
Specifies a pick applet that Siebel Tools displays for a workflow process. You can set the conditions for the Decision Point step in a workflow process to use values from business component fields. You can use the Internal Pick Applet property to specify the applet that this user interface displays. |
Join (O) |
Specifies the name of the join object definition that this field uses. Siebel CRM uses this join to get data from the table that the join defines. The value in the Join property corresponds to the Name property of this join. For more information, see Join. |
Link Specification (O) |
If TRUE, then Siebel CRM sends the field value as a default value to a field in the child business component. |
Message Display Mode |
Specifies the data to display if a validation failure occurs. You can use one of the following values:
SBL-xxx-yyy
|
Multi Value Link (O) |
Depends on the following value of the Multi Valued property of this field:
|
Multi Valued (O) |
You can use one of the following values:
|
Name (R) |
Specifies the name for this field. Other objects reference this field through this Name property. You must not modify the name of a predefined field. Doing this can create upgrade problems and might affect intended configuration. The name can include spaces. It must be unique in the business component. |
No Copy (O) |
You can use one of the following values:
|
Oracle Sequence Object (O) |
Specifies the name of an Oracle sequence object. If Siebel CRM creates a new record, then it uses this sequence for this field. You must manually create the Oracle sequence object in the Oracle Database. This is an exception to the normal way that you configure an Oracle sequence object. Siebel Remote does not support an Oracle sequence object. |
PickList (O) |
Specifies the name of a picklist object definition that Siebel CRM uses to display a list of valid values that the user can choose. |
Post Default Value (O) |
Specifies the field value that Siebel CRM inserts in this field if it is empty the first time Siebel CRM writes it to the Siebel database. Note the following:
|
Pre Default Value (O) |
Specifies the field value that Siebel CRM inserts in this field when it creates a new record through an Add New Record or Copy Record operation. Note the following:
Expr: Field 'ID' The following predefault value does not work because Siebel CRM populates the Picklist Field after it initializes the record: Expr: Field: 'picklist_field_name' This situation is true for a Copy Record operation only if the NoCopy property is TRUE. |
Precision (O) |
For more information, see About the Precision and Scale Properties. |
Read Only (O) |
If TRUE, then the user cannot modify the field value for this field. A field that references a joined table is typically read-only with the following exceptions:
Some fields are read-only even if the Read Only property is FALSE. The Effective Start Date field for the following business components is read-only:
For more information, see Join. |
Required (O) |
If TRUE, then Siebel CRM writes the field value to the Siebel database only if this field contains a value. |
Scale (O) |
For more information, see About the Precision and Scale Properties. |
Text Length (O) |
Specifies the maximum length of text that the field can contain. Siebel CRM typically ignores this property. It typically gets the length from the table column that this field references. If a Text field includes a user property named Text Length Override, then Siebel CRM does not ignore the Text Length property. |
Type (R) |
Specifies the field data type. For more information, see Configuring the Type Property of a Field. |
Validation (O) |
Specifies the expression that Siebel CRM uses to validate the data that the user enters in this field. Note the following:
|
Validation Message (O) |
Specifies to override the default validation message that the Application Object Manager provides. For example, if a user enters 250 in a field, and if this value must not exceed 200, then the Application Object Manager displays the following validation message: Incorrect fields values: field_name <= 200. The user might not understand this message. To improve it, you can use the Validation Message property to configure Siebel CRM to display the following message: Please enter a value under 200 for the field_name field. For more information about validation messages, see the description for the Message Display Mode property. |
Configuring the Immediate Post Changes Property of a Field
You can set the Immediate Post Changes property to one of the following values:
TRUE. Siebel CRM immediately saves the field value to the Siebel Server. For example, if a user modifies a field value and then tabs to the next field in the same record, then Siebel CRM immediately saves this new value to the Siebel Server and then refreshes the data that it displays in the client. To do this, it makes a round trip to the Siebel Server and calls a PreSetFieldValue browser script event. For more information about this event, see Siebel Object Interfaces Reference.
FALSE. Siebel CRM does not immediately save the field value to the Siebel Server. For example, if a user modifies a field value and then tabs to the next field in the same record, then Siebel CRM does not save this new value to the Siebel Server. The default value is FALSE.
Situations Where You Must Set the Immediate Post Changes Property to True
Setting the Immediate Post Changes property to TRUE might negatively affect performance. You typically set it to TRUE only to support the following configurations:
Calculated field. For example, assume field B is a calculated field that uses values from field A. The Application Object Manager on the server does the calculation for a calculated field. If Siebel CRM modifies the value in field A, then it must do a server round trip to calculate and display the new value for field B. To allow this round trip, you must set the Immediate Post Changes property for field A to TRUE. You do not set it to TRUE for field B because Siebel CRM is not required to do a round trip if it modifies the value in field B.
If the user modifies a value in a field, then Siebel CRM must run the code that the following event handlers contain on the Siebel Server:
BusComp_PreSetFieldValue performs a validation
BusComp_SetFieldValue causes some other action to occur after Siebel CRM validates a value
If the Immediate Post Changes property is FALSE, then Siebel CRM does not run the code on the Siebel Server until the next time it performs a server round trip. If the PreSetFieldValue event finds a problem with the field value, and if the Immediate Post Changes property is FALSE, then Siebel CRM does not notify the user that a problem exists until the next time it performs a server round trip. For more information about event handlers, see Siebel Object Interfaces Reference.
Constrained drop-down list. Assume the following constraints exists:
If field A = Y, then field B can contain Y1, Y2, Y3.
If field A = Z, then field B can contain Z1, Z2, Z3.
In this example, Siebel CRM cannot populate the picklist for field B until the user chooses field A. To get the values for field B, it must perform a server round trip after the user chooses field A. To allow this round trip, you must set the Immediate Post Changes property for field A to TRUE. You do not set it to TRUE for field B because Siebel CRM is not required to do a round trip if it modifies the value in field B.
Configuring the Type Property of a Field
The Type property of a field corresponds to the physical type of the table column that resides in the Siebel database:
The value in the Type property includes a DTYPE_ prefix.
You must use the data types that come predefined with Siebel CRM.
If you configure Siebel CRM to map a column to a data type, then you must make sure you configure it to use a similar type. For example, Siebel CRM can map an integer column to the DTYPE_INTEGER data type. It cannot map an incompatible type. For example, it cannot map a Long column to the DTYPE_BOOL data type.
The following table describes the data types that Siebel CRM supports for a field.
Table Data Types That Siebel CRM Supports for the Field
Data Type | Description |
---|---|
DTYPE_BOOL |
This data type includes the following qualities:
|
DTYPE_CURRENCY |
This data type includes the following qualities:
|
DTYPE_DATE |
This data type includes the following qualities:
|
DTYPE_DATETIME |
This data type includes the following qualities:
|
DTYPE_ID |
This data type includes the following qualities:
|
DTYPE_INTEGER |
This data type includes the following qualities:
|
DTYPE_NOTE |
This data type includes the following qualities:
|
DTYPE_NUMBER |
This data type includes the following qualities:
|
DTYPE_PHONE |
This data type includes the following qualities:
|
DTYPE_TEXT |
This data type includes the following qualities:
|
DTYPE_TIME |
This data type includes the following qualities:
|
DTYPE_UTCDATETIME |
Specifies the time as Greenwich mean time (GMT). For more information, see Siebel Global Deployment Guide. |
Properties of the Field Object Type That Siebel CRM Supports for a Virtual Business Component
The following table describes the properties of a field that Siebel CRM supports in a virtual business component.
Table Field Properties That Siebel CRM Supports for a Virtual Business Component
Properties That Siebel CRM Supports | Properties That Siebel CRM Does Not Support |
---|---|
Siebel CRM supports the following properties of a field in a virtual business component:
|
Siebel CRM does not support the following properties of a field in a virtual business component:
|
Field Locale
A field locale defines language overrides that Siebel CRM uses with a field.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Field > Field Locale
The following table describes properties that Siebel CRM uses with a field locale.
Table Properties of the Field Locale
Property | Description |
---|---|
Validation Message (R) |
Specifies the language text that Siebel CRM displays if validation fails. The Validation property on the parent field determines validation. You can specify an error message. Siebel CRM displays this message in the client. It uses the language that the Language Code property specifies. |
Field User Prop
A field user prop sends a property value to specialized C++ code. Siebel CRM persists the value that you configure for a user property in the Siebel runtime repository. For more information, see Object Types That You Must Not Modify.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Field > Field User Prop
The following table describes properties that Siebel CRM uses with a field user prop.
Table Properties of the Field User Prop
Property | Description |
---|---|
Name (R) |
Specifies the name of the user property. |
Value (O) |
Specifies the value of the user property. |
Join
A join defines the logical join between the table that a business component references and another table. Siebel CRM can update an implicit joined field. It cannot update an explicit join. For a complete explanation of restrictions on left, self, and simple joins, see an SQL language reference manual.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Join
The following table describes properties that Siebel CRM uses with a join.
Table Properties of the Join
Property | Description |
---|---|
Name (R) |
Specifies the name of the join object definition. This value defaults to the table that the Table property specifies. If two joins to the same table exist, then you must modify the name of one of these joins. |
Outer Join Flag (O) |
You can use one of the following values:
|
Table (R) |
Specifies the name of an SQL table. This name is case sensitive. It must use the same format that the table name uses in the Siebel database. |
Join Constraint
A join constraint is a constant value search specification that Siebel CRM applies to a column during a join. Outer joins use it.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Join > Join Constraint
The following table describes properties that Siebel CRM uses with a join constraint.
Table Properties of the Join Constraint
Property | Description |
---|---|
Destination Column (O) |
Specifies the column of a destination table. Siebel CRM to applies the constraint to this destination table. For example, you can use the following value: LANG_CD |
Name (R) |
Specifies the name of the join constraint. |
Value (O) |
Specifies a constant value or constant function that is not empty, such as LoginId, PositionId, or DivisionId. For example, you can specify the following value: Language() You can specify GetProfileAttr. A profile attribute can be persistent or dynamic. If it is dynamic, then this Value property must contain a value before Siebel CRM uses the join. If this property does not contain a value, then GetProfileAttr returns a null value and the join fails. |
Join Specification
A join specification specifies the columns to join from the tables on the left side and the right side of a join.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Join > Join Specification
The following table describes properties that Siebel CRM uses with a join specification.
Table Properties of the Join Specification
Property | Description |
---|---|
Destination Column (O) |
Specifies the name of the column in the destination table that Siebel CRM uses for the join. This name is case-sensitive. It must use the same format that it uses in the Siebel database. If the join occurs on a column other than the ROW_ID column, then the Destination Column property is required. |
Name (R) |
Specifies the name of the join specification object definition, which must be unique in the join. The name defaults to the Source Field value for the join specification. By default, the name of a join specification is the name of the source field specified for the object definition. You must not modify this value unless two join specification object definitions exist for the same join that use the same source field. The merge and upgrade utility uses this field to determine matching entries. For more information about the join specification, see Configuring Siebel Business Applications. |
Source Field (O) |
Specifies the name of a field. Siebel CRM uses this field to join the destination table. Note the following:
|
Multi Value Field
A multi value field displays the child records of a parent record. If the user clicks a multivalue field, then Siebel CRM displays these child records.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Multi Value Field
The following table describes properties that Siebel CRM uses with a multi value field.
Table Properties of the Multi Value Field
Property | Description |
---|---|
Calculated (O) |
If TRUE, then Siebel CRM uses business component data to calculate the field value. |
Field (R) |
Specifies the name of a single-value field in the child business component that the multivalue link references. This field must be visible in a list applet. To avoid performance problems, it is recommended that you do not specify a multivalue field from another business component in this property. If you must specify a multivalue field from another business component, then get help from Oracle. For more information, see Object Types That You Must Not Modify. |
Force Active (O) |
If TRUE, then Siebel CRM gets the field value from the Siebel database. |
Hidden (O) |
If TRUE, then Siebel CRM does not display this multivalue field in any list view that it dynamically creates at runtime. The default value is one of the following:
|
Link Specification (O) |
If TRUE, then Siebel CRM sends the field value as a default value to a field in the child business component. This configuration is required to support any business component that Siebel CRM uses as the child of a link from this business component, and if this child uses the Parent type of default values and expects to receive a value. |
Multi Value Link (R) |
Specifies the name of the multivalue link that Siebel CRM uses when it gets data. |
Name (R) |
Specifies the name of this multivalue field. The name must be unique in the business component. It can contain spaces. To reference this multivalue field, other objects use this name. |
No Copy (O) |
If TRUE, then Siebel CRM does not copy the value that this multivalue field contains into the newly created record during a Based On Last operation. Also, if one of the following objects for this multivalue field specifies No Copy as TRUE, then Siebel CRM does not copy this value:
|
PickList (O) |
Specifies the name of a picklist that Siebel CRM uses to display a list of values that the user can choose. |
Read Only (O) |
If TRUE, then the user cannot modify the value of this multivalue field. |
Required (O) |
Not used. |
Multi Value Link
A multi value link gets the records that Siebel CRM displays through a multivalue field.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Multi Value Link
The following table describes properties that Siebel CRM uses with a multi value link.
Table Properties of the Multi Value Link
Property | Description |
---|---|
Auto Primary (O) |
Specifies how Siebel CRM populates row ID values in the primary ID field. You can use one of the following values:
|
Check No Match (O) |
Specifies how to set the primary if the foreign key field in the parent business component contains a value of No Match. You can use one of the following values:
For more information, see the topic about using the Check No Match property with a primary join in Configuring Siebel Business Applications. See the topic about how the Check No Match property impacts performance in Siebel Performance Tuning Guide. |
Destination Business Component (R) |
Specifies the name of the child business component. |
Destination Link (R) |
Specifies the name of the link that Siebel CRM uses. |
Name (R) |
Specifies the name for this multivalue link. Note the following:
|
No Associate (O) |
If TRUE, then Siebel CRM does not create associations through this multivalue link. It can add new detail records. If the current view is in Admin Mode, then Siebel CRM ignores the No Associate property. |
No Copy (O) |
You can use one of the following values:
|
No Delete (O) |
If TRUE, then the user cannot delete records associated with this multivalue link. |
No Insert (O) |
If TRUE, then the user cannot insert records associated with this multivalue link. |
No Update (O) |
If TRUE, then the user cannot update records associated with this multivalue link. |
Popup Update Only (O) |
If TRUE, then Siebel CRM displays the multivalue group window for any of the multivalue group values that it must update. |
Primary Id Field (O) |
Specifies the name of the field in the master business component that contains the row ID values that reference the primary records in the detail business component. |
Source Field (O) |
Specifies the name of a source field that Siebel CRM uses to link the child business component with the source business component. The source business component is the business component that includes the object definition for the multivalue link. If the source field is different from the Id, then the Source Field property is required. |
Type Field (O) |
Specifies the name of a field in the DestBusComp business component that Siebel CRM uses as a filter to get a subset of records. It uses this property with the Type Value property. |
Type Value (O) |
Specifies the data value that Siebel CRM uses to filter a subset of records. |
Use Primary Join (O) |
You can use one of the following values:
If the Cache Data property of the business component is TRUE, then you must not set the Use Primary Join property to TRUE. For more information, see the description for the Cache Data property in the Business Component topic. |
MVF Pick Map
An MVF pick map specifies instructions for copying fields when a drop-down list is used by a field in a business component.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Multi Value Field > MVF Pick Map
The following table describes properties that Siebel CRM uses with an MVF pick map.
Table Properties of the MVF Pick Map
Property | Description |
---|---|
Constrain (O) |
You can use one of the following values:
For more information, see About Copy and Constraint Pick Maps. |
Field (R) |
Specifies the field in the parent business component that Siebel CRM uses with this MVF pick map. To constrain a picklist on a multivalue field:
|
No Clear (O) |
You can use one of the following values:
|
Pick List Field (O) |
Specifies the field in the picklist business component Siebel CRM uses with this MVF pick map. |
MVF Pick Map UpdOnlyIfNull
An MVF pick map UpdOnlyIfNull marks a copy pick map to perform the copy operation only if the field that the pick map specifies is not empty. A constrain pick map also copies a pick map. If the constraint is active, then this configuration results in no operation. If an MVF pick map UpdOnlyIfNull causes Siebel CRM to ignore the constraint, then the copy operation works. To avoid the copy operation, you can use a calculated field as the field for the constrain pick map.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Multi Value Field > MVF Pick Map > MVF Pick Map UpdOnlyIfNull
The following table describes properties that Siebel CRM uses with an MVF pick map UpdOnlyIfNull.
Table Properties of the MVF Pick Map UpdOnlyIfNull
Property | Description |
---|---|
Field (R) |
Specifies the field in the parent business component that Siebel CRM examines for a NULL value before it does the copy operation that the parent pick map specifies. |
Pick Map
A pick map specifies how to copy fields if a field uses a picklist. You cannot use a field in the parent business component to constrain a picklist on a multivalue field. You can only use a multivalue field that the detail business component includes.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Field > Pick Map
The following table describes properties that Siebel CRM uses with a pick map.
Table Properties of the Pick Map
Property | Description |
---|---|
Constrain (O) |
You can use one of the following values:
For more information, see About Copy and Constraint Pick Maps. |
Field (R) |
Specifies a field in the parent business component that this pick map references. |
No Clear (O) |
Specifies how to set the Field property if the user does not choose a value from the picklist. You can use one of the following values:
|
Pick List Field (O) |
Specifies the field in the picklist business component that this pick map references. |
Sequence (O) |
Specifies the order that Siebel CRM uses to copy the field values back to the business component after the user picks a row. This property can contain only an integer. If Siebel CRM can get the Pick List Source Id, then it ignores the Sequence property. |
About Copy and Constraint Pick Maps
Siebel CRM can use the following types of pick maps:
Constraint pick map. Siebel CRM applies the value from a field in the parent business component as a search specification on a field in the picklist business component.
Copy pick map. Siebel CRM copies the value of a field in the picklist business component to a field in the parent business component.
The Pick List Field property specifies the field in the picklist business component. The Field property specifies the field in the parent business component.
Pick Map UpdOnlyIfNull
A pick map UpdOnlyIfNull configures a copy pick map to do a copy operation only if the values of the fields that the pick map UpdOnlyIfNull specifies are empty. For more information, see Pick Map.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Field > Pick Map > Pick Map UpdOnlyIfNull
The following table describes properties that Siebel CRM uses with a pick map UpdOnlyIfNull.
Table Properties of the Pick Map UpdOnlyIfNull
Property | Description |
---|---|
Field (R) |
Specifies the field in the parent business component that Siebel CRM examines for the empty condition before it does the copy operation that the parent pick map specifies. Each pick map object definition includes a child object definition of type Pick Map UpdOnlyIfNull. If you add one of these child object definitions to the pick map that constrains the picklist, and if the constraining value is NULL, then Siebel CRM ignores the constraint. If a picklist field that is not empty exists, then this field returns records and Siebel CRM displays these records. If the value of the constraining field is empty, and if the values of the fields that the Pick Map UpdOnlyIfNull constraint pick map specifies are empty, then this Pick Map UpdOnlyIfNull works like a copy pickmap. To disable the constraint if the constraining field value is empty, you can use a calculated field as the field for the constraint pickmap. Siebel CRM disables the constraint only if the following situations are true:
|
Single Value Field
A single value field defines properties for a single value field.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Single Value Field
The following table describes properties that Siebel CRM uses with a single value field.
Table Properties of the Single Value Field
Property | Description |
---|---|
Calculated (O) |
If TRUE, then Siebel CRM calculates the value for this field. |
Calculated Value (O) |
Specifies an expression that Siebel CRM uses to calculate value for this field. |
Column (R) |
Specifies the name of a database table column. This name is case-sensitive. It must use the same format that it uses in the Siebel database. The Column property is not allowed for a calculated field. It is required for a field that Siebel CRM does not calculate. |
Currency Code Field (O) |
Specifies the name of the currency code field that Siebel CRM uses with a DTYPE_CURRENCY data type. The default value is Currency Code. |
Exchange Date Field (O) |
Specifies the name of the exchange date field that Siebel CRM uses with a DTYPE_CURRENCY data type. The default value is Exchange Date. |
Force Active (O) |
If TRUE, then Siebel CRM gets the data value from the Siebel database. For best performance, it is recommended that you set the Force Active to FALSE in most situations. This property does not affect how browser script references or uses the value that this field contains. |
Force Case (O) |
Specifies the case for the field value. You can use one of the following values:
|
Hidden (O) |
If TRUE, then Siebel CRM does not display this field in any list view that it creates dynamically at runtime. If business component data is:
|
Join (O) |
Specifies the name of the join that this field uses. Siebel CRM uses this name only if the field value it gets is from the table that the join defines. For more information, see Join. |
Link Specification (O) |
If TRUE, then Siebel CRM sends the field value as a default value to a field in a child business component. If a business component is a child of this link, and if this business component uses the Parent type of default value, and if it expects to get a value, then a link specification is required. For performance reasons, it is recommended that you set the Link Specification property TRUE only if Siebel CRM must predefault the parent value to the child value through the link. This configuration requires Siebel CRM to get the column value any time that this object is active. It is similar to the configuration that Siebel CRM uses for the ForceActive property. This property does not affect how browser script references or uses the value that this field contains. |
Message Display Mode |
Specifies the details that Siebel CRM displays in the validation message. You can use one of the following values:
|
Name (R) |
Specifies a name for this field. This name must be unique in the business component. It can contain spaces. Other objects use this name to reference this field. |
No Copy (O) |
If TRUE, then Siebel CRM does not copy the field value to the new record during a Based On Last operation. |
Oracle Sequence Object (O) |
Specifies the name of an Oracle sequence object. It determines the sequence that Siebel CRM uses for field defaults when it creates a new record. |
PickList (O) |
Specifies the name of a picklist that Siebel CRM uses to display a list of valid values that the user can choose. |
Post Default Value (O) |
Specifies a value that Siebel CRM uses for this field if the user does not enter a value and saves the record. Siebel CRM does not validate this value for a calculated field. The Post Default Value property can contain no more than 255 characters. |
Pre Default Value (O) |
Specifies the value that Siebel CRM uses for an empty field if an Add New Record or Copy Record operation creates a new record. The user might modify this value before Siebel CRM writes it to the Siebel database. Siebel CRM does not validate this value for a calculated field. The Post Default Value property can contain no more than 255 characters. |
Precision (O) |
For more information, see About the Precision and Scale Properties. |
Read Only (O) |
If TRUE, then the user cannot modify the field value. Some fields are read-only even if the Read Only property is FALSE. For example, the Effective Start Date field for the following business components is read-only:
In general, a field that references a joined table is read-only. There are two exceptions to this rule:
For more information, see Join. |
Required (O) |
If TRUE, then the user must enter a value in this field before Siebel CRM can write the record to the Siebel database. For information about how you can use a user property to control required according to an expression, see Siebel Developer's Reference. |
Scale (O) |
For more information, see About the Precision and Scale Properties. |
Text Length (O) |
Specifies the maximum length of text that the user can enter in this field. Siebel CRM typically ignores this property. It gets the length from the underlying column definition. |
Type (R) |
Specifies the data type for this field. You must make sure that the type you choose uses the same data type that the column uses. The Column property of this field specifies this column. |
Validation (O) |
Specifies the expression Siebel CRM uses to make sure the data that the user enters is correct. You can use validation only with a single value field. You cannot use it with a multivalue field. The Validation property can contain no more than 255 characters. |
SVF Pick Map
An SVF pick map specifies how to copy fields if another field uses a picklist.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Single Value Field > SVF Pick Map
The following table describes properties that Siebel CRM uses with an SVF pick map.
Table Properties of the SVF Pick Map
Property | Description |
---|---|
Constrain (O) |
You can use one of the following values: TRUE. Defines this SVF pick map as a constraint pick map. FALSE. Defines this SVF pick map as a copy pick map. For more information, see About Copy and Constraint Pick Maps. |
Field (R) |
Specifies the field in the parent business component that this SVF pick map uses. |
No Clear (O) |
Specifies how to set the Field property if the user does not choose a value from the picklist. You can use one of the following values: FALSE. Set the Field property to NULL. TRUE. Do not set the Field property to NULL. |
Pick List Field (O) |
Specifies the field in the picklist business component that this SVF pick map uses. |
SVF Pick Map UpdOnlyIfNull
An SVF pick map UpdOnlyIfNull marks a copy pick map to perform the copy operation only if the field that the pick map specifies is not empty. A constrain pick map also copies a pick map. If the constraint is active, then this configuration results in no operation. If the UpdOnlyIfNull causes Siebel CRM to ignore the constraint, then the copy operation works. To avoid the copy operation, you can use a calculated field as the field for the constrain pick map.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Component > Single Value Field > SVF Pick Map > SVF Pick Map UpdOnlyIfNull
The following table describes properties that Siebel CRM uses with an SVF pick map UpdOnlyIfNull.
Table Properties of the SVF Pick Map UpdOnlyIfNull
Property | Description |
---|---|
Field (R) |
Specifies the field in the parent business component that Siebel CRM examines to determine if the field is empty before it performs the copy operation that the parent pick map specifies. |
Business Object Object Types
This topic describes the Business Object object type and the object types that are children of this object type. It includes the following topics:
Business Object
A business object organizes one or more business components according to functional requirements. For example, the Opportunity business object can reference the following business components:
Opportunity
Contact
Product
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Object
The following table describes properties that Siebel CRM uses with a business object.
Table Properties of the Business Object
Property | Description |
---|---|
Name (R) |
Specifies the name of the business object. This name must be unique among business objects. It can include spaces but it cannot include special characters. To reference a business object, other objects reference this name. |
Primary Business Component (O) |
Specifies the parent business component of the business object. |
Query List Business Component (O) |
Specifies the name of the business component that Siebel CRM uses to save predefined queries for the business object. |
Business Object Component
A business object component identifies a business component.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Object > Business Object Component
The following table describes properties that Siebel CRM uses with a business object component.
Table Properties of the Business Object Component
Property | Description |
---|---|
BusComp (R) |
Specifies the name of a business component. For example: Contact |
Link (O) |
Specifies the name of a link that Siebel CRM uses between two business components. If this property does not include a value, then Siebel CRM does not create a link. For example: Account/Contact For more information, see Link. |
Name (S) |
Specifies the name of the business object component. For example: Contact |
Business Service Object Types
This topic describes the Business Service object type and the object types that are children of this object type. It includes the following topics:
Business Service
A business service defines reusable business logic. You can configure the following types of business services:
Built-in business service that you define in Siebel Tools. It can reference the predefined CSSService class or a specialized class. A specialized business service is for Oracle use only.
Run-time business service that you define in the client.
You can use a business service as a reusable code library that Siebel CRM can call from another script.
To configure a business service, you can use properties and Siebel VB script or Siebel eScript script.
Starting with Siebel CRM version 8.0, if a business service uses the Web Client Automation Server or Browser Script, then you must use Siebel Tools to register this business service as an application user property. This configuration prevents a Service Not Found error. For more information about registering a business service, see Siebel Object Interfaces Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Service
The following table describes properties that Siebel CRM uses with a business service.
Table Properties of the Business Service
Property | Description |
---|---|
Browser Class (O)(H) |
Not used. |
Cache (O) |
You can use one of the following values:
|
Class (R) |
Specifies the class. If you create a business service, then you must set the Class property to CSSService. For example: CSSService |
Display Name (R) |
Specifies the name that Siebel CRM displays in the picklist. |
External Use (O) |
Specifies that Siebel CRM can use the business service in a script and test it in a simulator. If you create a business service, then you must set the External Use property to TRUE. |
Hidden (O) |
You can use one of the following values:
|
Name (R) |
Specifies the name of the business service. |
Server Enabled (S) |
You can use one of the following values:
|
State Management Type (R) |
Specifies the state management type for a workflow process. For more information, see the description about the State Management Type property in Workflow Process. |
Web Service Enabled (O) |
You can use one of the following values:
For more information, see Siebel CRM Web Services Reference. |
Business Service Browser Script
A business service browser script specifies the browser script that the business service uses. For more information, see Siebel Object Interfaces Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Service > Business Service Browser Script
The following table describes properties that Siebel CRM uses with a business service browser script.
Table Properties of the Business Service Browser Script
Property | Description |
---|---|
Browser Group (O) |
Not used. |
Name (S) |
Specifies a unique name for the script. To create a value for this property, Siebel Tools combines the values that the Browser Group property and the Procedure property contains. You must not modify this property. |
Procedure (O) |
Specifies the name of the function or the procedure. |
Script (R) |
Specifies the text for the function. |
Business Service Locale
A business service locale defines language overrides that Siebel CRM uses with a business service.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Service > Business Service Locale
The following table describes properties that Siebel CRM uses with a business service locale.
Table Properties of the Business Service Locale
Property | Description |
---|---|
Display Name (R) |
Specifies the name that Siebel CRM displays in the picklist for a language. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Business Service Method
A business service method defines functionality for a business service.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Service > Business Service Method
The following table describes properties that Siebel CRM uses with a business service method.
Table Properties of the Business Service Method
Property | Description |
---|---|
Display Name (O) |
Specifies the name that Siebel CRM displays in various picklists. |
Hidden (O) |
You can use one of the following values:
|
Name (R) |
Specifies the name of the business service method. |
Business Service Method Arg
A business service method arg defines the arguments for a business service method.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Service > Business Service Method > Business Service Method Arg
The following table describes properties that Siebel CRM uses with a business service method arg.
Table Properties of the Business Service Method Arg
Property | Description |
---|---|
Data Type (R) |
Specifies the data type of the business service method arg. To view the values you can use, click the Data Type property in Siebel Tools. |
Display Name (O) |
Specifies the name that Siebel CRM displays in the client. |
Hidden (O) |
You can use one of the following values:
|
Integration Object (O) |
Specifies the name of the integration object that Siebel CRM uses for the business service method argument. To view the values you can use, click the Integration Object property in Siebel Tools. Siebel CRM uses this property only if the Data Type property is Integration Object. |
Name (R) |
Specifies the name of the business service method argument. |
Optional (O) |
You can use one of the following values:
|
Pick Applet (O) |
Specifies the name of the pick applet that this business service method argument reference. |
Pick Field (O) |
Specifies the name of the pick field that this business service method argument references. |
Picklist (O) |
Specifies the name of the picklist that this business service method argument references. |
Preferred Sequence (O) |
Specifies the order that Siebel CRM uses to call the business service method arguments that a business service contains. This property can contain only an integer. |
Storage Type (R) |
Specifies the storage type. To view the values you can use, click the Storage Type property in Siebel Tools. |
Type (R) |
Specifies the type of business service method argument. You can use one of the following values: Input. The argument is part of the Input property set for the InvokeMethod call. Input / Output. The argument is part of the Input property set and the Output property set. Output. The argument is part of the Output property set. |
Business Service Method Arg Locale
A business service method arg locale defines language overrides that Siebel CRM uses with a business service method arg.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Service > Business Service Method > Business Service Method Arg > Business Service Method Arg Locale
The following table describes properties that Siebel CRM uses with a business service method arg locale.
Table Properties of the Business Service Method Arg Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the name that Siebel CRM displays in the client for a language. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Business Service Method Arg User Prop
A business service method arg user prop sends a property value to C++ code. Siebel CRM typically uses these user properties to import WSDL documents and to modify the metadata it uses to create a SOAP document at run-time. Siebel CRM persists the value that you configure for a user property in the Siebel runtime repository.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Service > Business Service Method > Business Service Method Arg > Business Service Method Arg User Prop
The following table describes properties that Siebel CRM uses with a business service method arg user prop.
Table Properties of the Business Service Method Arg User Prop
Property | Description |
---|---|
Name (R) |
Specifies the name of the user property. |
Value (R) |
Specifies the value of the user property. |
Business Service Method Locale
A business service method locale defines language overrides that Siebel CRM uses with a business service method. These values persist in the repository and in the Siebel runtime repository.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Service > Business Service Method > Business Service Method Locale
A business service method locale uses the same properties that a business service method arg locale uses. For more information, see Business Service Method Arg Locale.
Business Service Server Script
A business service server script includes the Siebel VB script or Siebel eScript script that a business service contains.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Service > Business Service Server Script
A business service server script uses the same properties that an applet script uses. For more information, see Applet Script (H).
For more information, see Siebel Object Interfaces Reference.
Business Service Subsystem
A business service subsystem defines the subsystem that a business service references.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Service > Business Service Subsystem
The following table describes properties that Siebel CRM uses with a business service subsystem.
Table Properties of the Business Service Subsystem
Property | Description |
---|---|
Name (R) |
Specifies the name of the internal Oracle business service subsystem. |
Subsystem (R) |
Specifies the name of an external business service subsystem. |
Business Service User Prop
A business service user prop sets the initial values for the properties of a business service. It communicates a property value to the C++ code or script that implements the business service configuration. Siebel CRM can modify these values during configuration or at run time. The GetProperty and SetProperty functions provide run-time access.
For more information, see Object Types That You Must Not Modify. For more information about properties that Siebel CRM supports, see Siebel Developer's Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Business Service > Business Service User Prop
The following table describes properties that Siebel CRM uses with a business service user prop.
Table Properties of the Business Service User Prop
Property | Description |
---|---|
Name (R) |
Specifies the name of the business service user prop. |
Value (R) |
Specifies the value of the business service user property. |
Class Object Types
This topic describes the Class object type and the object types that are children of this object type. It includes the following topics:
Class
A class identifies the class for some object types, such as applet or business component. It includes a list of classes that the repository contains.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Class
The following table describes properties that Siebel CRM uses with a class.
Table Properties of the Class
Property | Description |
---|---|
DLL (S) |
Specifies the DLL that includes the class. |
Handheld Client (S) |
You can use one of the following values:
|
High Interactivity Enabled (S) |
The property has been deprecated and is ignored. |
Java Thin Client (S)(H) |
You can use one of the following values:
|
Name (S) |
Specifies the name of the C++ class. |
Object Type (S) |
Specifies the name of the object type that this class references. |
Super Class (S) |
Specifies the name of the parent class. |
Thin Client (S)(H) |
You can use one of the following values:
|
UNIX Support (S)(H) |
Specifies to support this class on the UNIX operating system. |
Class Method
A class method describes the method that the class calls.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Class > Class Method
The following table describes properties that Siebel CRM uses with a class method.
Table Properties of the Class Method
Property | Description |
---|---|
Method (S) |
Specifies the method that the class calls. |
Name (S) |
Specifies the name of the method. |
Class Method Menu Item
A class method menu item controls a menu item on an applet-level menu of a Siebel Web Engine applet of an applet class and the subclasses of this applet class.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Class > Class Method Menu Item
The following table describes properties that Siebel CRM uses with a class method menu item.
Table Properties of the Class Method Menu Item
Property | Description |
---|---|
Command (S) |
Specifies the name of the command that provides the method and target for the menu item. |
Menu Text (S) |
Specifies the text that Siebel CRM displays in the menu item. |
Name (S) |
Specifies the name of the class method menu item. |
Position (S) |
Specifies the sequence of the menu item in the single-level list of menu items. This property can contain only an integer. |
Suppress Menu Item (S) |
You can use one of the following values:
|
Class Method Menu Item Locale
A class method menu item locale defines language overrides that Siebel CRM uses with a class method menu item.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Class > Class Method Menu Item > Class Method Menu Item Locale
The following table describes properties that Siebel CRM uses with a class method menu item locale.
Table Properties of the Class Method Menu Item Locale
Property | Description |
---|---|
Menu Text (S) |
Specifies the text that Siebel CRM displays in the menu item. |
Name (S) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Class User Prop
A class user prop specifies a user property that Siebel CRM can use on Siebel repository objects that use the parent class.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Class > Class User Prop
The following table describes properties that Siebel CRM uses with a class user prop. For information about user properties, see Siebel Developer's Reference.
Table Properties of the Class User Prop
Property | Description |
---|---|
Description (O) |
Specifies a description for this user property. Siebel CRM displays this description in the picklist where it calls the user property so the user can quickly understand the usage and implications of the user property. For example, to force a view to sort according to the ORDER BY clause on the predefined user key, Siebel CRM overrides the sort specification on this view for some visibility types. To override the sort specification and use a sort that Siebel CRM applies to the business component for the affected views, you can use the All Mode Sort user property. |
Name (R) |
Specifies the name of the user property. This is the name that the C++ code of the class uses if it gets the value of the user property. It is also the name that Siebel Tools displays in the user property picklist for some objects. For example, a business component user property. For example, you can enter the following value: All Mode Sort |
Type (R) |
Specifies the object type that Siebel CRM uses with this class user property. You can enter one of the following values:
|
Value Type (O) |
Specifies the type of value that Siebel enters in this user property. If the user property contains plain text, then you can leave this property empty. You can use one of the following values:
|
Class User Prop Value
A class user prop value defines a value that Siebel CRM displays in the picklist for the parent class user prop.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Class > Class User Prop > Class User Prop Value
The following table describes properties that Siebel CRM uses with a class user prop value. For information about user properties, see Siebel Developer's Reference.
Table Properties of the Class User Prop Value
Property | Description |
---|---|
Description (O) |
Includes text that describes the object definition for this class user property. Siebel CRM displays this description in the picklist where the user uses the user property value. It allows this user to quickly understand the usage and implications of this value as compared to other values in the picklist. For example, if the All Mode Sort user property value is Normal, then Siebel CRM uses a sort specification that is defined on a business component. This configuration also allows the user to run a predefined query that incorporates a sort. |
Name (R) |
Specifies the name of the user property value. This is the name that Siebel Tools displays in the picklist for a user property value for an object type. For example, a business component user property. For example, you can use one of the following values:
|
Command Object Types
This topic describes the Command object type and the object types that are children of this object type. It includes the following topics:
Accelerator
An accelerator defines an accelerator key sequence for each browser for a menu item that uses this command. For more information, see Formats You Can Use With an Accelerator Object Type.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Command > Accelerator
The following table describes properties that Siebel CRM uses with an accelerator.
Table Properties of the Accelerator
Property | Description |
---|---|
Browser Platform (O) |
User Agent. A user agent is typically a browser version, such as Internet Explorer 9.0. You can use one of the following values:
|
Display Name (O) |
Specifies the name of the shortcut that Siebel CRM displays on a menu. For example: CTRL+N |
Key Sequence (O) |
The series of keyboard strokes in a shortcut. For values you can use, see Accelerator Locale. |
Key Sequence - Language Override (O) |
The language code that Siebel CRM uses for the current key sequence. An Accelerator Locale object can override this value. |
Name (R) |
Specifies the name of the accelerator. For example: New record |
Accelerator Locale
An accelerator locale defines a language override that Siebel CRM uses with an accelerator. For more information, see Formats You Can Use With an Accelerator Object Type.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Command > Accelerator > Accelerator Locale
The following table describes properties that Siebel CRM uses with an accelerator locale.
Table Properties of the Accelerator Locale
Property | Description |
---|---|
Display Name (O) |
The series of keyboard strokes in a shortcut for a language and how Siebel CRM displays it on a menu. For example: CTRL+N |
Key Sequence (O) |
The series of keyboard strokes in a shortcut for a language. |
Name (O) |
The abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Command
A command specifies the method that Siebel CRM calls if a toolbar icon associated with this command runs. It also defines the bitmap that it displays on the toolbar icon. A toolbar item or menu item references a command.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Command
The following table describes properties that Siebel CRM uses with a command.
Table Properties of the Command
Property | Description |
---|---|
Bitmap (R)(H) |
Not used. |
Business Service (O) |
Specifies a browser service or server service, depending on the property that handles the method. |
Category (R) |
Specifies the category name for a customize dialog box. |
Category Display Name (O) |
Not used. |
Display Name (O) |
Specifies the name of the command. If you do not specify a name for a menu, then Siebel CRM uses the value that the Display Name property contains. |
Dynamic Tooltip (O) |
Specifies to make a tooltip dynamic or static. It can include one of the following values:
Reserved for future use. |
Force Enable (O) |
Specifies to associate the menu item or toolbar item with this command object. Reserved for future use. |
HTML Bitmap (O) |
Specifies the name of the bitmap that Siebel CRM displays if the control is in the enabled state. |
HTML Disabled Bitmap (O) |
Specifies the name of the bitmap that Siebel CRM displays if the control is in a disabled state. |
HTML Popup Dimension (O) |
Specifies the dimensions of the pop-up window, in pixels. For example: 640x480 The format requires a lower case x and no empty spaces. |
Method (R) |
Specifies the name of the method that Siebel CRM calls if the user chooses a menu item or toolbar icon. This method can be predefined or a custom method that you define. |
Method Argument (O) |
Specifies the method argument that Siebel CRM sends to the method that the Method property contains. For example, assume a command item opens a new window and then navigates to a URL in that window. To implement this requirement, a command can specify the following:
|
Name (R) |
Specifies the name of the command object definition. This is the name of the toolbar icon that Siebel CRM displays in the Commands list on the Commands tab of the Customize dialog box in Siebel CRM. |
Show Popup (O) |
You can use one of the following values:
|
Status Text (O) |
Not used. |
Target (O) |
Specifies the name of the target. To view the values you can use, click the Target property in Siebel Tools. Note the following values:
|
Tooltip Text (O) |
Obsolete. Do not use. |
Command Locale
A command locale defines language overrides that Siebel CRM uses with a command.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Command > Command Locale
The following table describes properties that Siebel CRM uses with a command locale.
Table Properties of the Command Locale
Property | Description |
---|---|
Category Display Name (O) |
Not used. |
Display Name (O) |
Specifies the name of the command in the client. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Status Text (O) |
Not used. |
Tooltip Text (O) |
Obsolete. Do not use. |
Content Object Types
This topic describes the Content object type and the object types that are children of this object type. It includes the following topics:
Content Object
A content object specifies a class of content for the Content Center. It defines the fields and attachments of the content that Siebel CRM transfers from a staging environment to a production environment for use with the Content Center.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Content Object
The following table describes properties that Siebel CRM uses with a content object.
Table Properties of the Content Object
Property | Description |
---|---|
Business Object (O) |
Specifies the business object. You can specify any business object that references a primary business component. |
Integration Object (O) |
Specifies the integration object. You can specify any EAI object that Siebel CRM creates from the business object that the Business Object property specifies. |
Name (R) |
Specifies the name of the content object. |
Pick Applet (O) |
Specifies the name of the pick applet that Siebel CRM uses to choose the content data for a content item. The Business Component property of this applet must reference the primary business component of the business object. |
Pick List (O) |
Specifies the name of the picklist for the pick applet. The Business Component property of this picklist must reference the primary business component of the business object. |
Sequence (O) |
Specifies the order that Siebel CRM uses to publish content items. It uses this sequence only if it publishes a content project that includes content items from different content objects. Siebel CRM publishes the content items from the content object that possesses the lowest sequence number first. It then publishes the content object that possesses the next lowest sequence number, and then proceeds in this order until it publishes all content items from all content objects. This property can contain only an integer. |
Source Field (O) |
Specifies the field from the picklist that Siebel CRM uses to pick and fill in the content item reference ID. This property must only contain the following value: Id |
Content Object View
A content object view specifies the view that Siebel CRM uses to work with a class of content in the Content Center.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Content Object > Content Object View
The following table describes properties that Siebel CRM uses with a content object view.
Table Properties of the Content Object View
Property | Description |
---|---|
Name (R) |
Specifies the name of the content object view. It is recommended that the name of the content object view be the same as the view name. |
Sequence (O) |
Specifies the order that Siebel CRM uses to look up the content object views that the content object includes. A content object can include multiple content object views. Siebel CRM looks up the view that includes the lowest sequence value first. It ignores any view for which the user does not possess visibility. This property can contain only an integer. |
View Name (O) |
Specifies the name of the view that the content contributor or approver drills down to from a content item. This user uses this destination view to edit or add content data. You can specify any view. Typically, the top applet in this view references the primary business component of the business object that the content object references. |
DLL Object Type
This topic describes the DLL object type.
DLL
A DLL object contains the Siebel Tools program library files.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > DLL
The following table describes properties that Siebel CRM uses with a DLL object.
Table Properties of the DLL Object
Property | Description |
---|---|
Attributes (O) |
Specifies any attributes that are associated with the applet tag. |
Code or Class Id (O) |
Specifies the complete classname of the Java applet including the package name. |
File Name (R) |
Specifies the name of the DLL file. |
Java Package (O) |
Specifies the Java packages that this DLL requires. |
Name (R) |
Specifies the name of the DLL object without a DLL filename extension. |
Dock Object Object Types
This topic describes the Dock Object object type and the objects that are children of this object type. It includes the following topics:
Dock Object
A dock object defines rules or groups of rules that Siebel CRM uses to synchronize records to remote users. For more information, see Siebel Developer's Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Dock Object
The following table describes properties that Siebel CRM uses with a dock object.
Table Properties of the Dock Object
Property | Description |
---|---|
Active (S) |
If TRUE, then the dock object is active in Siebel CRM. |
Dock Code (S) |
Specifies the code that Siebel CRM uses for this dock object. |
Name (S) |
Specifies the abbreviated name of the primary table. |
Primary Table Name (S) |
Specifies the name of the primary table. Tables that the dock object tables identify for a dock object are related through foreign keys in the data model to one primary table. |
User Name (S) |
Specifies the full name of the dock object. |
Visibility Level (S) |
Specifies the level at which to download tables to a corresponding set of tables. |
Write DB cache (S) |
If TRUE, then the dock object writes explicitly to the S_DOCK_INST table. |
Dock Object Related DObj
A dock object related DObj affects information access. For more information, see Siebel Developer's Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Dock Object > Dock Object Related DObj
The following table describes properties that Siebel CRM uses with a dock object related DObj.
Table Properties of the Dock Object Related DObj
Property | Description |
---|---|
Active (S) |
If TRUE, then the dock object is active in Siebel CRM. |
Check Visibility (S) |
If TRUE, then Siebel CRM examines the visibility rules for the user. |
Name (S) |
Specifies the name of the dock object in which this doc object related dock DObj belongs. |
Rel DObj Visibility Strength (S) |
Specifies the visibility strength of the related dock object. This property can contain only an integer. |
Related Dock Object Name (S) |
Specifies the name of the related dock object. |
SQL Statement (S) |
Specifies the SQL script that Siebel CRM uses to handle special exceptions for a rule. |
Sequence (S) |
Specifies the position of the dock object. This property can contain only an integer. |
Visibility Event Columns (S) |
Specifies the name of the visibility event columns for the related dock object visibility rule. |
Visibility Strength (S) |
Specifies the visibility strength of the related dock object. This property can contain only an integer between 0 and 100:
|
Dock Object Table
A dock object table specifies the table that contains the records that Siebel CRM downloads with a dock object. For more information, see Siebel Developer's Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Dock Object > Dock Object Table
The following table describes properties that Siebel CRM uses with a dock object table.
Table Properties of the Dock Object Table
Property | Description |
---|---|
Dock Object Sub Type (S) |
Specifies the sub type of the dock object. |
Filter Sql Statement (S) |
Specifies the SQL script that Siebel CRM uses to filter data regarding the dock object tables. |
Name (S) |
Specifies the name of the table that receives the records. |
Node Language Filter (S) |
Specifies to use language selective downloading of translation tables to a remote client according to the client preferred language. You can use one of the following values:
|
Notify (S) |
If TRUE, then Siebel CRM logs events to the Client Diagnostics view of the Siebel Remote Admin screen. |
Source Column Name (S) |
Specifies the name of the column that Siebel CRM uses as the source for the dock object table. |
Table Name (S) |
Specifies the name of the table that contains the records that Siebel CRM downloads with the dock object. |
Target Column Name (S) |
Specifies the target column of the table that contains the records that Siebel CRM must download. |
Target Table Name (S) |
Specifies the name of the table that receives the records that Siebel CRM downloads with the dock object. |
Visibility Event (S) |
If TRUE, then the Transaction Router examines visibility rules on a visibility event and makes sure that any modification that exists in a dock table is a visibility event transaction. |
Visibility Strength (S) |
Specifies the visibility strength of the dock object table. This property can contain only an integer between 0 and 100:
|
Dock Object Visibility Rule
A dock object visibility rule defines a set of rules that evaluate the records in a dock object that Siebel CRM displays for a remote user. For more information, see Siebel Developer's Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Dock Object > Dock Object Visibility Rule
The following table describes properties that Siebel CRM uses with a dock object visibility rule.
Table Properties of the Dock Object Visibility Rule
Property | Description |
---|---|
Active (S) |
If TRUE, then the dock object visibility rule is active in Siebel CRM. |
Category Column Name (S) |
Specifies the name of the category column that Siebel CRM uses to determine if a category is visible to a user. |
Category Table Name (S) |
Specifies the name of the category table that Siebel CRM uses to determine if a category is visible to a user. |
Check DObj Visibility Strength (S) |
Specifies the property that Siebel CRM examines to determine the visibility strength of the dock object. |
Check Dock Object Name (S) |
Specifies the name of an object definition that Siebel CRM uses to determine if it is related to another record that the user receives. |
DBX SQL Statement (S) |
Specifies the SQL statement that Siebel CRM uses to extract a database. |
Dock Object Sub Type (S) |
Specifies the sub type of the dock object. |
Employee Column Name (S) |
Specifies the name of the column that Siebel CRM uses to evaluate each record according to if it includes a foreign key to the Employee record of the remote user. |
Employee Table Name (S) |
Specifies the name of the employee table. |
Name (S) |
Specifies the name of the dock object visibility rule. |
Node Column Name (S) |
Specifies the column name for the node dock object visibility rule. |
Node Table Name (S) |
Specifies the table name for the node dock object visibility rule. |
Organization Column Name (S) |
Specifies the column name for the organization dock object visibility rule. |
Organization Table Name (S) |
Specifies the table name for the organization dock object visibility rule. |
Partial (S) |
Not used. |
Position Column Name (S) |
Specifies the column name for the position dock object visibility rule. |
Position Table Name (S) |
Specifies the table name for the position dock object visibility rule. |
Sequence (S) |
Specifies an integer that determines the order that Siebel CRM uses to run this visibility rule relative to other visibility rules. |
Source Column Name (S) |
Specifies the source column name for the check dock object visibility rule. |
Source Table Name (S) |
Specifies the source table name for the check dock object visibility rule. |
SQL Statement (S) |
Specifies the SQL statement for the SQL dock object visibility rule. |
Target Column Name (S) |
Specifies the target column name for the check dock object visibility rule. |
Target Table Name (S) |
Specifies the target table name for the check dock object visibility rule. |
Type (S) |
Specifies the type of the dock object visibility rule. |
Visibility Event Columns (S) |
Specifies the visibility event columns for the dock object visibility rule. |
Visibility Strength (S) |
Specifies the visibility strength of the dock object visibility rule. This property can contain only an integer between 0 and 100:
|
EIM Interface Table Object Types
This topic describes the EIM Interface Table object type and the object types that are children of this object type. It includes the following topics:
Attribute Mapping
An attribute mapping identifies an attribute column that Siebel CRM updates. This column resides in the destination table that the parent Siebel Enterprise Integration Manager (EIM) table mapping identifies.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > EIM Interface Table > EIM Table Mapping > Attribute Mapping
The following table describes properties that Siebel CRM uses with an attribute mapping.
Table Properties of the Attribute Mapping
Property | Description |
---|---|
Base Table Attribute Column Name (S) |
Specifies the name of the attribute column in the base table. |
Export Only (O) |
You can use one of the following values:
|
Interface Table Data Column (S) |
Specifies the name of corresponding EIM Interface Table Column. |
Name (S) |
Specifies the name of the attribute column in the target table. |
EIM Explicit Primary Mapping
An EIM explicit primary mapping maps a primary for the Siebel Enterprise Integration Manager (EIM). For more information, see Siebel Developer's Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > EIM Interface Table > EIM Table Mapping > EIM Explicit Primary Mapping
The following table describes properties that Siebel CRM uses with an EIM explicit primary mapping.
Table Properties of the EIM Explicit Primary Mapping
Property | Description |
---|---|
Inf Tbl Exp Primary Flg Col Name (S) |
Specifies the name of the column that Siebel CRM uses for primary mapping. |
Name (S) |
Specifies the name of the table that Siebel CRM uses for the primary mapping. |
EIM Interface Table
An EIM interface table is an alternative representation of a table that the Siebel Enterprise Integration Manager (EIM) uses only for interface tables. For more information, see Siebel Enterprise Integration Manager Administration Guide.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > EIM Interface Table
The following table describes properties that Siebel CRM uses with an EIM interface table.
Table Properties of the EIM Interface Table
Property | Description |
---|---|
Abbreviation 1 - 3 (S) |
Specifies up to three alternative abbreviations for the table. |
Alias (S) |
Not used. |
Base Table Name (S) |
Specifies the Type property as one of the following:
|
EIM Delete Proc Column Name (S) |
Specifies the name of the column that Siebel CRM deletes during data integration. |
EIM Export Proc Column Name (S) |
Specifies the name of the column that Siebel CRM exports during data integration. |
EIM Merge Proc Column Name (S) |
Specifies the name of the column that Siebel CRM merges during data integration. |
File (S) |
If TRUE, then Siebel CRM uses the table to save file attachment data. |
Name (S) |
Specifies the unique name of the table. |
Parent Interface Table Name (S) |
Specifies the name of the parent interface table. |
Parent Table Column 1 Name (S) |
Specifies the name of the column that references the primary parent if this table is a child table or intersection table. |
Parent Table Column 2 Name (S) |
Specifies the name of the column that references the second parent if this table is an intersection table. |
Target Table Name (S) |
Specifies the name of the target table. |
Type (S) |
Specifies the type of table. |
User Name (S) |
Specifies a user-friendly name for the table. |
EIM Interface Table Column
An EIM interface table column is an alternative representation of a column that Siebel Enterprise Integration Manager (EIM) uses for a column that is a child of an interface table. For more information, see Siebel Enterprise Integration Manager Administration Guide.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > EIM Interface Table > EIM Interface Table Column
The following table describes properties that Siebel CRM uses with an EIM interface table column.
Table Properties of the EIM Interface Table Column
Property | Description |
---|---|
Alias (S) |
Not used. |
Cascade Clear (S) |
If TRUE, then EIM clears this foreign key if Siebel CRM deletes the related entity. This property must be FALSE for an extension column. |
Default (S) |
Specifies the value that Siebel CRM uses for this column in a new record. |
Denormalization Path (S) |
Specifies the path that Siebel CRM denormalizes if this is a denormalization column. Applies to denormalization of a user key column into an intersection table. |
EIM Processing Column Flag (S) |
If TRUE, then the column for this interface table is reserved for EIM processing. You must not use this property to allow this column to contain customer data. |
Force Case (S) |
Specifies to force new values to uppercase letters. |
Foreign Key Table Name (S) |
Specifies the table to which this column is a foreign key, EIM uses this property. |
Lov Bounded (S) |
If TRUE, then EIM examines the values in a list defined in a LOV Type. You must configure Siebel CRM to first import LOV data into the S_LST_OF_VAL table and you must specify LOV Type. This property is read-only for a predefined column in Siebel CRM but is editable for a column that you add through the Database Extension Designer. |
Lov Type (S) |
Specifies the list of values where Siebel CRM validates this column. Siebel CRM uses the Lov Type property with the LOV Bounded property. You define a list of values in List of Values administration screen in the client. This property is read-only for a predefined column in Siebel CRM but is editable for a column that you add through the Database Extension Designer. |
Name (S) |
Specifies a name that must be unique in the table. |
Nullable (S) |
If TRUE, then Siebel CRM can save NULL in this column. |
Physical Type (S) |
Specifies the data type of the column in the Siebel database. |
Precision (S) |
For more information, see About the Precision and Scale Properties. |
Primary Child Col (S) |
EIM uses this property. For Oracle use only. |
Primary Child Column Name (S) |
Specifies the name of the column that contains the primary ID value. |
Primary Child Table Name (S) |
Specifies the name of the table where Siebel CRM can locate the primary child. |
Primary Inter Table Name (S) |
EIM uses this property. For Oracle use only. |
Primary Join Column Name (S) |
Specifies the name of the column that Siebel CRM uses to join the record. |
Primary Key (S) |
If TRUE, then Siebel CRM uses this column as part of the primary key of the table. |
Required (S) |
If TRUE, then Siebel CRM requires this column. This requirement is true even if the Siebel database allows a NULL value. |
Scale (S) |
For more information, see About the Precision and Scale Properties. |
Sequence Object (S) |
If TRUE, then Siebel CRM uses a sequence object and automatically creates case column values. Only one foreign key can exist for the foreign key table for each table. For Oracle use only. |
Text Length (S) |
Specifies the length in characters for a Text column or Varchar column. The column size in Siebel Tools is not the same as the column size in the physical database. For more information about this difference, see 531960.1 (Article ID) on My Oracle Support. |
Translate |
For Oracle internal use only. You must leave this property set to FALSE for an extension column. |
Translation Table Name (S) |
Specifies the name of the translation table. |
Type (S) |
Specifies the type. |
Use FKey (S) |
If TRUE, then Siebel CRM uses this foreign key during synchronization to evaluate visibility. You must leave this property set to FALSE for an extension column. |
Use Key Sequence (S) |
Specifies the order that Siebel CRM uses this column in the user key. |
User Name (S) |
Specifies the user-friendly name for the column. |
Valid Condition (S) |
Specifies the expression that Siebel CRM uses to validate column values. |
EIM Table Mapping
An EIM table mapping identifies a data table that the parent EIM interface table object definition updates. Siebel Enterprise Integration Manager (EIM) uses this object. For more information, see Siebel Enterprise Integration Manager Administration Guide.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > EIM Interface Table > EIM Table Mapping
The following table describes properties that Siebel CRM uses with an EIM table mapping.
Table Properties of the EIM Table Mapping
Property | Description |
---|---|
Default Map Column Name Prefix (S) |
Specifies the prefix for the default column that Siebel CRM maps during data integration. |
Destination Table Name (S) |
Specifies the name of the target table for the mapping. |
EIM Exists Proc Column Name (S) |
Specifies the name of the existing column that Siebel CRM uses during data integration. |
EIM ROW_ID Proc Column Name (S) |
Specifies the name of the row ID column that Siebel CRM uses during data integration. |
EIM Status Proc Column Name (S) |
Specifies the name of the status column that Siebel CRM uses during data integration. |
EIM Unique Proc Column Name (S) |
Specifies the unique name of the column that Siebel CRM uses during data integration. |
Explicit Mapping (S) |
If TRUE, then Siebel CRM maps the table during data integration. |
Name (S) |
Specifies the name of the target table. |
Second Row (S) |
If TRUE, then Siebel CRM separates one row in the EIM table into two different rows in the table. If you must map a table to an EIM table two times, then you can set this property. You can use this property with a table that includes a data row pair, such as the S_INV_LGR_ENTRY table. |
Foreign Key Mapping
A foreign key mapping identifies a foreign key column in the destination table that an interface table populates. Siebel Enterprise Integration Manager (EIM) uses this object type. For more information, see Siebel Enterprise Integration Manager Administration Guide.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > EIM Interface Table > EIM Table Mapping > Foreign Key Mapping
The following table describes properties that Siebel CRM uses with a foreign key mapping.
Table Properties of the Foreign Key Mapping
Property | Description |
---|---|
EIM Foreign Key Proc Column (S) |
Specifies the name of the column that EIM uses as the foreign key. |
Export Only (O) |
If TRUE, then the Foreign Key Mapping Column object definitions identify user key columns to the interface table so that Siebel CRM gets foreign key values when an export occurs. Each Foreign Key Mapping Column object definition identifies part of the user key columns that Siebel CRM uses to locate rows in the table that the foreign key references. The combination of user key columns uniquely identifies rows in this table. |
Foreign Key Column Name (S) |
Specifies the name of the column that Siebel CRM uses as the foreign key. |
Name (S) |
Specifies the name of the foreign key column. |
Override Ref Column Name (S) |
Specifies the name of the column that Siebel CRM uses to override the value that the EIM Foreign Key Proc Column property contains. |
User Key Name (S) |
Specifies the name of the user key column that Siebel CRM finds in the user key index. |
Foreign Key Mapping Column
A foreign key mapping column identifies a part of the user key. It identifies an attribute column that Siebel CRM uses to locate rows in the table that the foreign key references. The combination of user key columns uniquely identifies rows in this table. Siebel Enterprise Integration Manager (EIM) uses this object type. For more information, see Siebel Enterprise Integration Manager Administration Guide.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > EIM Interface Table > EIM Table Mapping > Foreign Key Mapping > Foreign Key Mapping Column
The following table describes properties that Siebel CRM uses with a foreign key mapping column.
Table Properties of the Foreign Key Mapping Column
Property | Description |
---|---|
Interface Table Data Column Name (S) |
Specifies the name of the column in the interface table that supplies the data. |
Name (S) |
Specifies the name of the user key column. |
Self Ref Mapping Column Name (S) |
Specifies the name of the column. |
Self Reference Join (S) |
If TRUE, then Siebel CRM allows a join operation between the self-reference mapping column and the foreign key mapping column. |
User Key Attribute Name (S) |
Specifies the name of the attribute column. |
Interface Table User Key Usage
An interface table user key usage provides support for alternative user keys for tables. It determines how Siebel CRM uses a nontraditional user key for an interface table. Siebel Enterprise Integration Manager (EIM) uses this object type. For more information, see Siebel Enterprise Integration Manager Administration Guide.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > EIM Interface Table > Interface Table User Key Usage
The following table describes properties that Siebel CRM uses with an interface table user key usage.
Table Properties of the Interface Table User Key Usage
Property | Description |
---|---|
Application Table Name (S) |
Specifies the name of the base table in an interface table. |
Name (S) |
Specifies the name of an interface table user key usage. |
User Key Name (S) |
Specifies the name of the user key. |
Entity Relationship Diagram Object Types
This topic describes the Entity Relationship Diagram object type and the object types that are children of this object type. It includes the following topics:
Entity
An entity contains entity properties.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Entity Relationship Diagram > Entity
The following table describes properties that Siebel CRM uses with an entity.
Table Properties of the Entity
Property | Description |
---|---|
Business Component |
Specifies a user-defined entity or an entity that is associated with an existing business component. |
Name |
Specifies the name of the entity. The default name is Entity 1. You can modify this value. |
Entity Attribute (H)
An entity attribute contains information about an attribute in an entity.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Entity Relationship Diagram > Entity > Entity Attribute
The following table describes properties that Siebel CRM uses with an entity attribute.
Table Properties of the Entity Attribute
Property | Description |
---|---|
Business Component |
Specifies the business component to display for the parent entity object. This property is read only. |
Business Component Field |
Specifies the field that contains a picklist of the properties on the business component that Siebel CRM maps to the entity. For example, if Siebel CRM maps the Account business component to an entity, then the Business Component Field picklist contains Account Competitors, Account Conditions, Account Markets, and so on. |
Data Example |
Specifies a text example of an entity attribute. |
Data Type |
Specifies the data type for this entity attribute. |
Format String |
Specifies the string format for this entity attribute. For example, to specify the format string for a telephone number, you can enter the following value: (XXX)XXX-XXXX |
Length |
Specifies the maximum length for this entity attribute. |
Name |
Specifies the name for this entity attribute. |
Pick List Domain |
Specifies the set of values for an entity attribute that you define from a picklist. |
Pick List Required |
If TRUE, then a picklist is required. |
User Key Flag |
If TRUE, then this entity attribute is a user key. |
Entity Physical Relation (H)
An entity physical relation if you bind a relation in the ERD these fields become populated as read-only fields.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Entity Relationship Diagram > Entity Relation > Entity Physical Relation
The following table describes properties that Siebel CRM uses with an entity physical relation.
Table Properties of the Entity Physical Relation
Property | Description |
---|---|
Business Component |
Specifies the primary business component depending on if this entity physical relation is a:
|
Join Alias |
Specifies the join alias if this entity physical relation is a join. |
Link Name |
Specifies the link name if this entity physical relation is a link. |
Name |
Specifies the name of the repository object that Siebel CRM binds to this entity physical relation depending on if this entity physical relation is a:
|
Entity Relation
An entity relation contains the definition of the relation that Siebel Tools displays on the canvas.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Entity Relationship Diagram > Entity Relation
The following table describes properties that Siebel CRM uses with an entity relation.
Table Properties of the Entity Relation
Property | Description |
---|---|
Cardinality |
Specifies one of the following relationships:
|
End Name 1 |
Specifies the name for the start of the relationship. |
End Name 2 |
Specifies the name for the end of the relationship. |
Entity 1 |
Specifies the entity at the start of the relationship. You can specify an entity that references a predefined business component or a custom entity. |
Entity 2 |
Specifies the entity at the end of the relationship. You can specify an entity that references a predefined business component or a custom entity. |
Name |
Specifies the name of the entity relation. You can specify the default name, such as Relation0, or you can use a custom name, such as one of the following names: Owns for Customer Owns Automobile |
Entity Relationship Diagram
An entity relationship diagram allows a business analyst or developer to define business entities and then map the appropriate Siebel object to each entity.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Entity Relationship Diagram
The following table describes properties that Siebel CRM uses with an entity relationship diagram.
Table Properties of the Entity Relationship Diagram
Property | Description |
---|---|
Name |
Specifies the name of the entity relationship diagram (ERD). This name must be unique. |
Status |
Specifies the status of the entity relationship diagram. |
External Search Engine Object Type
This topic describes the External Search Engine object type.
External Search Engine (H)
An external search engine customizes search content. A search engine includes one or more search tables and each of these tables includes one or more search fields.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > External Search Engine
The following table describes properties that Siebel CRM uses with an external search engine.
Table Properties of the External Search Engine
Property | Description |
---|---|
Max Rows (O) |
Specifies the maximum number of result rows to get. |
Max Time (O) |
Specifies the maximum time in seconds to search. |
Name (R) |
Specifies the logical name of this search definition. This value is the value for the SearchDefName parameter in the configuration file. |
Sort Specification (O) |
Specifies the sort expression that orders the records that Siebel CRM returns. For example: SCORE DESC, FILENAME ASC |
Find Object Types
This topic describes the Find object type and the object types that are children of this object type. It includes the following topics:
Find
A find creates an entry that Siebel CRM can add to the Find dialog box in the client.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Find
The following table describes properties that Siebel CRM uses with a find.
Table Properties of the Find
Property | Description |
---|---|
Applet (R) |
Specifies the applet that the find uses. The view that Siebel CRM specifies for every Find View object definition for the Find object must include this applet. |
Destination Field (R) |
Specifies the destination field that Siebel CRM uses to drill down into a record. This field resides in the business component that the applet references. If the Destination Field property is empty, then Siebel CRM uses the row ID field. |
Display Name (O) |
Specifies the display name for the Find object. |
Drilldown View (O) |
Specifies the view that Siebel CRM displays if the user drills down. If the Drilldown View property is empty, then it uses the Find View. |
Name (R) |
Specifies the name of the Find object definition. You reference this value when you configure the application find object definitions that use this Find object definition. |
Preview (O) |
Specifies the view that Siebel CRM displays in a separate browser window if the user clicks the Preview button in the Search Center. This preview view is typically a read-only view. For example, the preview for the Accounts find is Accounts Preview View. |
Find Field
A find field adds a search field to the Find dialog box that Siebel CRM displays in the client.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Find > Find Field
The following table describes properties that Siebel CRM uses with a find field.
Table Properties of the Find Field
Property | Description |
---|---|
Display In Entry (O) |
Specifies a TRUE or FALSE value. |
Display In Results (O) |
Specifies a TRUE or FALSE value. |
Display Name (O) |
Specifies the text or a key to the localized text that Siebel CRM displays for this find field if the parent find object definition of this find field is active in the Find dialog box. |
Drilldown Business Component |
Specifies the business component of the search result record that Siebel CRM queries in the destination view. This property allows you to configure separate drilldowns on the various fields in the Find Results applet. |
Drilldown Destination Field |
Specifies the field in the destination business component whose value equals the value of the source field in the source business component. This property allows you to configure separate drilldowns on the various fields in the Find Results applet. If you do not specify a value in the Drilldown Source Field property, then do not specify a value in the Drilldown Destination Field property. The value you enter in the Drilldown Destination Field property is valid only for Find results. |
Drilldown Source Field |
Specifies the field in the source business component whose value equals the value of the field in the destination business component. This property allows you to configure separate drilldowns on the various fields in the Find Results applet. The value you enter in the Drilldown Source Field property is valid only for Find results. |
Drilldown View |
Specifies the view where Siebel CRM displays the search result record if the user drills down. This property allows you to configure separate drilldowns on the various fields in the Find Results applet. |
Field (R) |
Specifies the field that Siebel CRM searches in the business component. |
Name (R) |
Specifies the name of the search field. |
Sequence (O) |
Specifies the order that Siebel CRM uses to position this find field in the list of fields that it displays in the Find dialog box for the parent find object definition. The Sequence property can contain only an integer. |
Sequence - Language Override (O) |
Specifies to modify the Sequence property if a language or locale is active. The Sequence - Language Override property can contain only an integer. |
Title (O) |
Reserved for future use. |
Configuring the Field for a Find Field
The field that you specify in a find field must exist in the business component that the applet references for the find object definition.
Configuring Query For the Find Dialog Box
The configuration of the Find dialog box and the configuration of a query by example might be different for a multivalue field. The Find dialog box uses the same query that an EXISTS query on a field in a query by example uses. To verify this configuration, you can use an Exists expression in the query by example. For example:
Exists (Aga*)
Query by example supports each type of querying, but to keep the Find dialog box simple, Siebel CRM uses a query that works in all situations. If your implementation must not use the EXISTS configuration in the Find dialog box, then you can do the following:
Create a join from the primary ID field for the multivalue link to the table that contains the data.
Add a field on the table that you joined in the preceding instructions.
Configure the find field to reference the field you added in the preceding instructions.
Find Field Locale
A find field locale defines language overrides that Siebel CRM uses with a find field.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Find > Find Field > Find Field Locale
The following table describes properties that Siebel CRM uses with a find field locale.
Table Properties of the Find Field Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the text or the key to the localized text that Siebel CRM displays for this find field if the parent find object definition is active in the Find dialog box for a language. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Sequence (O) |
Specifies the order that Siebel CRM uses to position this find field in the list of fields that it displays in the Find dialog box for the parent find object definition. The Sequence property can contain only an integer. |
Find Locale
A find locale defines the language overrides that Siebel CRM uses with a find.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Find > Find Locale
The following table describes properties that Siebel CRM uses with a find locale.
Table Properties of the Find Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the display name for the Find object for a language. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Find Pick View
A find pick view identifies the applet in the pick view that receives items from the find results list. Siebel CRM can associate find results to an applet if a relationship exists between the applet and the parent of this applet, and if the search result and the Pick Applet reference the same business components. To create this relationship in Siebel Tools, you use an intersection table that creates a link between the two business components.
The following is an example configuration for the Opportunities find category:
Configuration of the pick view is Contact Detail - Opportunities View
Configuration of the pick applet is Opportunity List Applet - Basic
In this example, if a many-to-many relationship exists between the parent Contact applet and the child Opportunity List Applet - Basic applet, then Siebel CRM can attach an Opportunity Find result to the Opportunity List Applet - Basic applet.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Find > Find Pick View
The following table describes properties that Siebel CRM uses with a find pick view.
Table Properties of the Find Pick View
Property | Description |
---|---|
Applet Name (O) |
Specifies the name of an applet in a view that allows the user to associate a child record to a parent. |
Field Name (O) |
Specifies the MVG field. Siebel CRM does not support this property in Siebel CRM version 7. |
Name (R) |
Property is hidden and its value is defaulted from the View Name property. |
View Name (O) |
Specifies the name of the view. |
Find View
A find view specifies the view that Siebel CRM displays if it uses the Find dialog box to perform a find operation.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Find > Find View
The following table describes properties that Siebel CRM uses with a find view.
Table Properties of the Find View
Property | Description |
---|---|
Sequence (O) |
Specifies the order that Siebel CRM uses to display views for a find object definition. The find operation uses the first find view object definition that it encounters in the responsibility list for the user. Different views apply different visibility. It is recommended that you configure Siebel CRM to examine the least restrictive view in this list first and the most restrictive view last. This order allows users who possess different responsibilities to use the broadest visibility that Siebel CRM allows the user to apply when the user must find an item. |
View (R) |
Specifies the name of the view that Siebel CRM uses for the find operation if this find view is used. |
Help ID Object Type
This topic describes the Help Id object type.
Help Id
A help Id specifies the HTML file name that contains the help topics for a screen in the client. To reference it, you enter the help Id name in the Help Identifier property of a view or screen. If the user chooses the Help menu and then clicks Contents, then Siebel CRM calls the GotoPage method of the Siebel Web Engine (SWE). This method uses SWE code to display the correct help topic in a separate browser window. For more information about help, see Siebel Object Interfaces Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Help Id
The following table describes properties that Siebel CRM uses with a help Id.
Table Properties of the Help Id
Property | Description |
---|---|
HTML Help URL (O) |
Specifies the URL that Siebel CRM displays. The URL is relative to the public directory on the Siebel Web Server. This URL includes the HTML file that includes help content. For example, you can enter the following value in the HTML Help URL property: help/siebaccounts.htm |
Name (R) |
Specifies the string that identifies the help topic. This string must contain no special characters except for the underscore (_) symbol. It uses the following format: ID_type_object_name where:
For example, you can use the following value for the Accounts screen help: ID_SCREEN_ACCOUNTS |
Type (O) |
Specifies the object type that can use this help topic. For example: View |
Value (O) |
Not used. |
HTML Hierarchy Bitmap Object Type
This topic describes the HTML Hierarchy Bitmap object type.
HTML Hierarchy Bitmap
An HTML hierarchy bitmap is a top-level object that determines the set of bitmaps that Siebel CRM uses to display hierarchical information.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > HTML Hierarchy Bitmap
The following table describes properties that Siebel CRM uses with an HTML hierarchy bitmap. If a property in this table references a bitmap, then the Bitmap Category property of this bitmap must be set to HTML Hierarchy Icons.
Table Properties of the HTML Hierarchy Bitmap
Property | Description |
---|---|
Arrow Down Bitmap (O) |
Specifies the name of the bitmap object that defines a down arrow image. |
Arrow Up Bitmap (O) |
Specifies the name of the bitmap object that defines an up arrow image. |
Bar Bitmap (O) |
Specifies the name of the bitmap object that defines a vertical bar image. |
Close Bitmap (O) |
Specifies the name of the bitmap object that defines a closed folder image. |
Collapse Bitmap (O) |
Specifies the name of the bitmap object that defines a collapsed folder image. |
Collapse Elbow Bitmap (O) |
Specifies the name of the bitmap object that defines a collapsed elbow image. |
Collapse Tee Bitmap (O) |
Specifies the name of the bitmap object that defines a collapsed tee image. |
Elbow Bitmap (O) |
Specifies the name of the bitmap object that defines an elbow image. |
Expand Bitmap (O) |
Specifies the name of the bitmap object that defines an expanded image. |
Expand Elbow Bitmap (O) |
Specifies the name of the bitmap object that defines an expanded elbow image. |
Expand Tee Bitmap (O) |
Specifies the name of the bitmap object that defines an expanded tee image. |
Leaf Bitmap (O) |
Specifies the name of the bitmap object that defines a document image. |
Name (R) |
Specifies the name of this HTML hierarchy bitmap. |
Open Bitmap (O) |
Specifies the name of the bitmap object that defines an open folder image. |
Space Bitmap (O) |
Specifies the name of the bitmap object that defines a white space image. |
Tee Bitmap (O) |
Specifies the name of the bitmap object that defines a |- (pipe dash) image. |
Icon
An icon specifies then icon that a bitmap uses to define the image for the icon.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Icon Map > Icon
The following table describes properties that Siebel CRM uses with an icon.
Table Properties of the Icon
Property | Description |
---|---|
Bitmap (O) |
Specifies the bitmap that Siebel CRM uses for the icon. |
Bitmap Category (O) |
Specifies the bitmap category in which the icon bitmap belongs. |
Name (R) |
Specifies the name of the icon that Siebel CRM compares to the field value. |
Icon Map
An icon map defines a collection of icon objects that Siebel CRM uses in controls and list columns to map a field value to an icon. To determine the icon that Siebel CRM uses to display the field value, it compares the field value to the icon name.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Icon Map
The following table describes properties that Siebel CRM uses with an icon map.
Table Properties of the Icon Map
Property | Description |
---|---|
Name (R) |
Specifies the name of the icon map. |
Import Object Object Types
This topic describes the Import Object object type and the object types that are children of this object type. It includes the following topics:
Import Aux Field
An import aux field defines the auxiliary key field name for the business component defined in the import object. If more than one item references the key field, then Siebel CRM does a second search that uses the auxiliary key fields. For example, Account and Account Location for Contact.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Import Object > Import Aux Field
The following table describes properties that Siebel CRM uses with an import aux field.
Table Properties of the Import Aux Field
Property | Description |
---|---|
Aux Field Name (R) |
Specifies the auxiliary key field name. |
Name (R) |
Specifies the name in the import object. |
Import Field
An import field defines a field. Siebel CRM imports data to this field.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Import Object > Import Field
The following table describes properties that Siebel CRM uses with an import field.
Table Properties of the Import Field
Property | Description |
---|---|
Display Name (O) |
Specifies the value that Siebel CRM uses as the column heading or the key to the international message table. |
Field (R) |
Specifies the name of a field. Siebel CRM imports data to this field. |
Name (R) |
Specifies the name in the import object. |
Import Field Column
An import field column defines the column in the import source that Siebel CRM uses to import the data. It imports this data into the parent import field of the corresponding data map.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Import Object > Import Source > Import Field Map > Import Field Column
The following table describes properties that Siebel CRM uses with an import field column.
Table Properties of the Import Field Column
Property | Description |
---|---|
Column (R) |
Specifies the name of the column. |
Name (R) |
Specifies the name in the import object. |
Import Field Locale
An import field locale defines language overrides that Siebel CRM uses with an import field.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Import Object > Import Field > Import Field Locale
The following table describes properties that Siebel CRM uses with an import field locale.
Table Properties of the Import Field Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the value that Siebel CRM uses as the column heading or the key to the international message table for a language. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Import Field Map
An import field map defines the mapping between the business component field and the column in the import source.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Import Object > Import Source > Import Field Map
The following table describes properties that Siebel CRM uses with an import field map.
Table Properties of the Import Field Map
Property | Description |
---|---|
Country Code Column (O) |
Specifies the name of the country code column in the import source. |
Display Name (O) |
Specifies the value that Siebel CRM uses as the column heading or the key to the international message table. |
Field (R) |
Specifies the name of a field. Siebel CRM imports data to this field. |
Name (R) |
Specifies the name in the import source. |
Parse Middle Name (O) |
If TRUE, then Siebel CRM parses the middle name out of the full name. |
Separator Character (O) |
Specifies the character that Siebel CRM inserts between the parts the input data if this input data include separate parts. |
Import Key Field
An import key field defines the key field name for the business component defined in the import object. Siebel CRM uses the import key field to search for duplicates. For example, the contact import object includes the First Name, Middle Name, and Last Name key fields.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Import Object > Import Key Field
The following table describes properties that Siebel CRM uses with an import key field.
Table Properties of the Import Key Field
Property | Description |
---|---|
Key Field (R) |
Specifies the key field name. |
Name (R) |
Specifies the name in the import object. |
Import Object
An import object defines the information that Siebel CRM uses to import external data into a business component.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Import Object
The following table describes properties that Siebel CRM uses with an import object.
Table Properties of the Import Object
Property | Description |
---|---|
Business Component (R) |
Specifies the name of a business component. Siebel CRM imports data into this business component. |
Name (R) |
Specifies the name of the import object. |
Import Source
An import source defines the source that Siebel CRM uses to import data. For example, ACT! or ECCO.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Import Object > Import Source
The following table describes properties that Siebel CRM uses with an import source.
Table Properties of the Import Source
Property | Description |
---|---|
Name (R) |
Specifies the name of the import source. |
Integration Object Object Types
This topic describes the Integration Object object type and the object types that are children of this object type. It includes the following topics:
Integration Component
An integration component structures an inbound or outbound message string into a format that Siebel CRM or an external application can recognize. The integration component is an intermediate structure that helps resolve any difference that exists between the format that Siebel CRM uses and the format that an external application uses.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Integration Object > Integration Component
The following table describes properties that Siebel CRM uses with an integration component.
Table Properties of the Integration Component
Property | Description |
---|---|
Adapter Info (S) |
Oracle uses this property with the Integration Object Wizard. |
Business Component (O) |
Specifies the name of the business component. |
Cardinality (O) |
Specifies the number of integration components. |
External Name (S) |
Specifies the name of the structure that the external application can recognize. |
External Sequence (O) |
Specifies the order that Siebel CRM uses to process integration components. This property can contain only an integer. |
Name (R) |
Specifies the name of the integration component. |
Parent Integration Component (O) |
Specifies the name of the parent integration component for this component only if a parent exists. Only one active integration component in an integration object can be the root integration component. If this integration component is the root integration component, the you must leave the Parent Integration Component property empty. |
XML Container Element (O) |
Specifies the XML Tag that Siebel CRM uses to enclose elements that represent this integration component. |
XML Sequence (O) |
Specifies the order that Siebel CRM uses to display integration components in an XML document. This property can contain only an integer. |
XML Tag (O) |
Specifies the XML tag name that Siebel CRM creates for this integration component if Siebel CRM converts it into an XML document. |
Integration Component Field
An integration component field is a field of an integration component object.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Integration Object > Integration Component > Integration Component Field
The following table describes properties that Siebel CRM uses with an integration component field.
Table Properties of the Integration Component Field
Property | Description |
---|---|
Adapter Info (S) |
Oracle this property with the Integration Object Wizard. |
Business Component Field (O) |
Specifies the name of the business component field. |
Column (O) |
Specifies the name of the column. |
External Data Type (R) |
Specifies the data type of the field that Siebel CRM gets from the external application. |
External Length (O) |
Specifies the length of the external data element that corresponds to the Integration component field. |
External Name (O) |
Specifies the external name of a data component or element that an external application can recognize. |
External Precision (O) |
For more information, see About the Precision and Scale Properties. |
External Required (O) |
If TRUE, then the external application requires the external data element. For example, an external application might require a ROWID that uses ROWID as a primary key field in a non-Siebel database. |
External Scale (O) |
For more information, see About the Precision and Scale Properties. |
External Sequence (O) |
Specifies the order that the adapter uses to process integration component fields. Semantics are different for each adapter. |
Field Type (O) |
Specifies the field type. The Object List Editor uses the following label to represent a field type: Type You can use one of the following values:
|
Group (O) |
Not used. |
Length (O) |
Specifies the length of the Siebel field that corresponds to a Siebel table column. |
Name (R) |
Specifies the name of the field. The maximum length is 75 characters. |
Physical Data Type (O) |
Specifies the data type of the integration field in the integration space. |
Precision (O) |
For more information, see About the Precision and Scale Properties. |
Required (O) |
Specifies that the integration component is required in an integration object. |
Scale (O) |
For more information, see About the Precision and Scale Properties. |
User Visible (O) |
If TRUE, then this integration component field is visible to Data Transformation Engine users. |
XML Literal Value (O) |
Specifies the default value that Siebel CRM displays in an XML document if the value for this integration component field is not specified. |
XML Parent Element (O) |
Specifies the name of the parent element to which this integration component field belongs. This parent element becomes an XML tag. |
XML Sequence (O) |
Specifies the order that Siebel CRM uses to display integration component fields in an XML document. This property can contain only an integer. |
XML Style (O) |
Specifies the name of the XML style. It determines if Siebel CRM formats this integration component field as an XML attribute or an XML element if Siebel CRM creates an XML document for the integration object that contains this field. |
XML Tag (O) |
Specifies an XML element that defines this integration component field. If the XML Tag property is empty, then Siebel CRM assigns an XML tag to the integration component field when it sends this data to an external application. The maximum length for this property is 75 characters. |
Integration Component Field User Prop
An integration component field user prop sends a property value to the C++ code that implements special configuration for an integration component field. Siebel CRM persists the value that you configure for a user property in the Siebel runtime repository.
For more information, see Object Types That You Must Not Modify.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Integration Object > Integration Component > Integration Component Field > Integration Component Field User Prop
The following table describes properties that Siebel CRM uses with an integration component field user prop.
Table Properties of the Integration Component Field User Prop
Property | Description |
---|---|
Name (R) |
Specifies the name of the integration component field user prop. |
Value (O) |
Specifies the value of the integration component field user prop. |
Integration Component Key
An integration component key defines a key for an integration component. A key includes one or more key fields that Siebel CRM uses to detect duplicate rows. An integration component key field defines these key fields.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Integration Object > Integration Component > Integration Component Key
The following table describes properties that Siebel CRM uses with an integration component key.
Table Properties of the Integration Component Key
Property | Description |
---|---|
Key Sequence Number (O) |
Specifies the order that Siebel CRM uses to process integration component keys that are of the same type. This property can contain only an integer. |
Key Type (R) |
Type of integration component key. |
Name (R) |
Specifies the name of this integration component key. The maximum length that you can specify in this property is 75 characters. |
Target Key Name (O) |
Specifies the target key that this foreign key references. Siebel CRM maps fields are mapped according to sequence. Siebel CRM uses the Target Key Name property only for a key of type Foreign Key. |
Integration Component Key Field
An integration component key field defines an integration field as a key field for a key in an integration object. Siebel CRM implements the integration component key field object as an intersection table between integration fields and integration component keys.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Integration Object > Integration Component > Integration Component Key > Integration Component Key Field
The following table describes properties that Siebel CRM uses with an integration component key field.
Table Properties of the Integration Component Key Field
Property | Description |
---|---|
Field Name (R) |
Specifies the name of integration component field. |
Name (R) |
Specifies the name of the integration component key field. |
Sequence (O) |
Specifies the order that Siebel CRM uses to process integration component key fields. This property can contain only an integer. |
Integration Component User Prop
An integration component user prop sends a property value to C ++ code that implements special configuration for an integration component. Siebel CRM persists the value that you configure for a user property in the Siebel runtime repository.
For more information, see Object Types That You Must Not Modify.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Integration Object > Integration Component > Integration Component User Prop
The following table describes properties that Siebel CRM uses with an integration component user prop.
Table Properties of the Integration Component User Prop
Property | Description |
---|---|
Name (R) |
Specifies the name of the integration component user prop. |
Value (O) |
Specifies the Value of the integration component user prop. |
Integration Object
An integration object provides a logical representation of external application data or of Siebel data that Siebel CRM must map to an external application.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Integration Object
The following table describes properties that Siebel CRM uses with an integration object.
Table Properties of the Integration Object
Property | Description |
---|---|
Adapter Info (O) |
Oracle uses this property to support the Integration Object Wizard. |
Base Object Type (R) |
Specifies one of several predefined object types that this integration object references. |
Business Object (O) |
Specifies the name of the business object. |
External Major Version (O) |
Not used. |
External Minor Version (O) |
Not used. |
External Name (R) |
Specifies the name of the object that an external function can recognize. |
Name (R) |
Specifies the name of the integration object. |
XML Tag (R) |
Specifies the XML tag name that Siebel CRM creates for this object when it converts an object to an XML document. |
Integration Object User Prop
An integration object user prop sends a property value to C ++ code that implements special configuration for an integration object. Siebel CRM persists the value that you configure for a user property in the Siebel runtime repository.
For more information, see Object Types That You Must Not Modify.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Integration Object > Integration Object User Prop
The following table describes properties that Siebel CRM uses with an integration object user prop.
Table Properties of the Integration Object User Prop
Property | Description |
---|---|
Name (R) |
Specifies the name of the integration object user prop. |
Value (O) |
Specifies the value of the integration object user prop. |
Link Object Type
This topic describes the Link object type.
Link
A link specifies the relationship between two business components. The relationship can be one-to-many (1:M), such as parent and child, or many-to-many (M:M). For more information about links, see Configuring Siebel Business Applications.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Link
The following table describes properties that Siebel CRM uses with a link.
Table Properties of the Link
Property | Description |
---|---|
Cascade Delete (O) |
For more information, see Setting the Cascade Delete Property of a Link. |
Child Business Component (R) |
Specifies the name of a business component. The business component that the Parent Business Component property specifies determines the data for the business component that the Child Business Component property specifies. |
Destination Field (R) |
Specifies the name of a field in the child business component that Siebel CRM uses to logically join to the parent business component. The Destination Field property is required for a 1:M link. |
Inter Child Column (R) |
Specifies the name of a column in the intersection table that links this table to the child business component. The name is case-sensitive. It must use the same format that it uses in the Siebel database. The Inter Child Column property is required for a M:M link. |
Inter Child Delete (O) |
You can use one of the following values:
|
Inter Parent Column (R) |
Specifies the name of a column in the intersection table that links this table to the parent business component. The name is case-sensitive. It must use the same format that it uses in the Siebel database. The Inter Parent Column property is required for a M:M link. |
Inter Table (R) |
Specifies the name of the intersection table. The name is case-sensitive. It must use the same format that it uses in the Siebel database. The Inter Table property is required for a M:M link. |
Name (R) |
Specifies the name for the link. The name can contain spaces and must be unique among links. Other objects use this name to reference this link. Siebel CRM manages this property. It uses the following format: parent business component name/child business component name For example: Account/Account Contact Note the following:
|
No Associate (O) |
If TRUE, then Siebel CRM cannot create a new association through the link. It can add new detail records. It does not display the association applet when it creates a new record for the child in a M:M relationship. It requires the user to enter a new record. It does not allow the user to associate this new record to an existing record. If the current view uses Admin Mode, then Siebel CRM ignores this property. You specify the No Associate property only for a M:M link. |
No Delete (O) |
If TRUE, then Siebel CRM does not delete child records through this link. |
No Insert (O) |
If TRUE, then Siebel CRM does not create new child records through this link. You specify the No Insert property only for a 1:M link. For more information, see the No Associate property for this object type. |
No Inter Delete (O) |
You can use one of the following values:
The No Inter Delete property applies only to a M:M relationship. |
No Update (O) |
If TRUE, then Siebel CRM does not update child records through this link. |
Parent Business Component (R) |
Specifies the name of the business component whose data determines the records that the child business component gets. The Child Business Component property of this link specifies this child business component. |
Primary Id Field (O) |
Specifies the name of the field in the master business component that contains the row ID values that reference the primary records in the detail business component. |
Search Specification (O) |
Specifies an expression that Siebel CRM uses to filter the records it gets. If the link is active, then it applies this filter to the child business component. |
Sort Spec (O) |
Specifies an expression that Siebel CRM uses in an association list to order the detail records that it gets. You use the Sort Spec property only for a M:M link. |
Source Field (O) |
Specifies the name of a field in the parent business component that Siebel CRM uses to link to the child business component. This source field is a unique identifier for rows that exist in the parent business component. It is typically the field that maps to the ROW_ID column in the table that the parent business component references and that possesses the name Id. Siebel CRM does not display this field in the Fields list in the Object List Editor for the business component. The Id field displays only in the dropdown list for some properties, such as the Source Field property in some object types, such as the link. The default value for the Source Field property is Id. If this property is empty, then Siebel CRM uses Id. |
Visibility Auto All (O) |
You can use one of the following values:
|
Visibility Rule Applied (O) |
Specifies how Siebel CRM applies visibility rules in a view that uses this link. Visibility settings in a view apply to the applet that the Visibility Applet property specifies. If a master-detail relationship exists between this applet and an applet that displays detail records, then you can use the Visibility Rule Applied property to allow the user to view detail records that the user cannot normally view because of visibility rules. The user cannot drill down to view the entire record. You can use one of the following values. Siebel CRM does the following if the current master-detail view references this link:
|
Visibility Type (O) |
Specifies the visibility type if the business component displays as a child in the given link. For more information, see the description of the Visibility Auto All property for this link. |
Setting the Cascade Delete Property of a Link
The Cascade Delete property of a link specifies the action that Siebel CRM performs on detail business component records of the link if Siebel CRM deletes the master. You can use one of the following values:
CLEAR. Siebel CRM removes the foreign key reference.
DELETE. Siebel CRM deletes the child record.
NONE. Siebel CRM performs no operations on the child record.
You must set the Cascade Delete property to CLEAR in the following situations:
The child business component in this link is also a child business component in another link.
Another business component references the same table that a child business component references, and this other business component is the child business component in another link. For example, assume the following links exist:
Contact/Action
Contact/Activity Plan
Action and Activity Plan reference the same table. You must make sure Cascade Delete is CLEAR for each link.
Do not set the Cascade Delete property to NONE for a many-to-many link. Siebel CRM deletes the intersection record for a many-to-many link but does not delete the child record. This child record might have other parents.
If multiple links exist that reference the same tables, then you must make sure that you set the Cascade Delete property consistently among all of these links. If Siebel CRM deletes a record that is a foreign key of another table, then it might or might not delete these references. If it does not delete these references, then row IDs might reference nonexistent records. Siebel CRM might convert these foreign keys to No Match Row Id for a multivalue group.
Menu Object Types
This topic describes the Menu object type and the object types that are children of this object type. It includes the following topics:
Menu
A menu defines a menu that the user can access.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Menu
The following table describes properties that Siebel CRM uses with a menu.
Table Properties of the Menu
Property | Description |
---|---|
Name (R) |
Specifies the name of the menu. |
Menu Item
A menu item references a command.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Menu > Menu Item
The following table describes properties that Siebel CRM uses with a menu item.
Table Properties of the Menu Item
Property | Description |
---|---|
Caption (O) |
Specifies the text that Siebel CRM displays in the menu. For example: &Insert Record |
Command (O) |
Specifies the name of a command object definition. This command specifies the method or accelerator for the menu item. For example: Create Record |
Name (R) |
Specifies the name of the menu item. For example: Edit - Insert Record |
Position (R) |
Identifies the position of the menu item. The top level positions are 1, 2, 3, and so on. The dot notation indicates hierarchy. For example: 3.1 |
Restricted |
For Oracle use only. |
Menu Item Locale
A menu item locale defines language overrides that Siebel CRM uses with a menu item.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a menu item locale.
Table Properties of the Menu Item Locale
Property | Description |
---|---|
Caption (O) |
Specifies the text that Siebel CRM displays in the menu. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Message Category Object Types
This topic describes the Message Category object type and the object types that are children of this object type. It includes the following topics:
Message
A message specifies the message that Siebel CRM displays in the client after it runs a query that the user requests. Siebel CRM uses with this object type with a swe:messages tag of the Siebel Web Engine.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Message Category > Message
The following table describes properties that Siebel CRM uses with a message.
Table Properties of the Message
Property | Description |
---|---|
Name (R) |
Specifies the name of the message. For example: Query Mode Prompt |
Text (O) |
Specifies the text of the message. For example: Enter Query |
Message Category
A message category includes content for messages that Siebel CRM displays in the client, messages in the swe:messages tag, other messages that the Siebel Web Engine uses, and error messages that you define.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Message Category
The following table describes properties that Siebel CRM uses with a message category.
Table Properties of the Message Category
Property | Description |
---|---|
Name (R) |
Specifies the name of the message category. For example: User Defined Errors |
Message Locale
A message locale defines the language overrides that Siebel CRM uses with a message.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Message Category > Message > Message Locale
The following table describes properties that Siebel CRM uses with a message locale.
Table Properties of the Message Locale
Property | Description |
---|---|
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Text (O) |
Specifies the text of the message. |
Pager Object Type
This topic describes the Pager object type.
Pager Object
A pager object defines properties of business components that Siebel CRM uses to populate the default data in the Send Page applet.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Pager Object
The following table describes properties that Siebel CRM uses with a pager object.
Table Properties of the Pager Object
Property | Description |
---|---|
Alpha Template (O) |
Specifies the template that Siebel CRM uses to create default text to page an alphanumeric pager. It can include placeholders for business components field that Siebel CRM substitutes with real values at run time. The value for the Alpha Template property can contain the name of any template file that exists in the following user directory: MSGTEMPL\language
|
Business Component (R) |
Specifies the business component that includes the paging-related properties. You can specify any business component that includes references to employees or fields that store data about pagers. |
Employee Field (O) |
Specifies the business component field that contains the login name of the employee that Siebel CRM must page. Siebel CRM locates this login name in the Employee business component that contains the default phone number and pager ID. If the Phone Field property and the PIN Field property contain values, then Siebel CRM ignores the Employee Field property. |
Name (S) |
For Oracle use only. You must not modify this property. |
Numeric Template (O) |
Specifies the template that Siebel CRM uses to create the default message text it uses when it pages a numeric pagers. It can include placeholders for business components field that Siebel CRM substitutes with real values at run time. The value for the Numeric Template property can contain the name of any template file that exists in the following user directory: MSGTEMPL\language
|
Phone Field (O) |
Specifies the business component field that contains the computer paging phone number that Siebel CRM uses when it sends a page. This computer paging phone number is different from the personal phone number assigned to some pagers. It is also different from the phone number to page a touch-tone phone. Typically there is only one computer paging phone number available for each pager company. This number must support the TAPI protocol that computer paging uses. |
PIN Field (O) |
Specifies the business component field that contains the PIN (Personal Identification Number) or pager ID of the pager that Siebel CRM must page. This number is typically a six or seven digit number that identifies a pager. |
Pick List Object Type
This topic describes the Pick List object type.
Pick List
A pick list lists valid values for a control or list column. To specify source and destination fields, you use a pick map. You do not specify source and destination fields in a pick list. For more information, see Pick Map.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Pick List
The following table describes properties that Siebel CRM uses with a pick list.
Table Properties of the Pick List
Property | Description |
---|---|
Bounded (O) |
If TRUE, then the user must use a value from the list of values that the drop-down list contains. |
Business Component (R) |
Specifies the name of the business component that Siebel CRM uses to populate values in the list of values. |
Long List (O) |
If TRUE, then Siebel CRM attempts to position the cursor on the current value in a long list of values. If the Long List property is TRUE, then the picklist returns a large set of values. To avoid affecting performance when the user scrolls or positions the cursor on the current value in the field, Siebel CRM does not immediately update field values for the current record. If the picklist contains more than 500 records, then it is recommended that you set the Long List property to TRUE. |
Name (R) |
Specifies the name of the picklist. The name must be unique among picklists. Other objects use this name to reference this picklist. The name can contain spaces. |
No Delete (O) |
If TRUE, then the user cannot delete a value from this picklist. |
No Insert (O) |
If TRUE, then the user cannot insert a value in this picklist. |
No Merge (O) |
If TRUE, then the user cannot merge two existing picklist values into a single value. |
No Update (O) |
If TRUE, then the user cannot update a value in this picklist. |
Search Specification (O) |
Specifies the search specification that Siebel CRM uses for this picklist. This specification is addition to the condition that the Search Specification property of the business component specifies. The Business Component property of this picklist specifies this business component. |
Sort Specification (O) |
Specifies the sort specification that Siebel CRM uses for this picklist. This specification replaces the condition that the Sort Specification property of the business component specifies. The Business Component property of this picklist specifies this business component. |
Static (O) |
You can use one of the following values:
|
Type Field (O) |
Specifies the name of a business component field that Siebel CRM uses to get a set of records. It uses this field name with the Type Value property of this picklist. |
Type Value (O) |
Specifies the data value that Siebel CRM uses to get a set of records. |
Visibility Auto All (O) |
If TRUE, and if the user:
|
Visibility Type (O) |
Specifies the visibility type if Siebel CRM uses values from the business component that this picklist references. For more information, see the description for the Visibility Auto All property of this picklist. |
Project Object Type
This topic describes the Project object type.
Project
A project organizes object definitions and allows you to lock objects. Every object definition in the repository except for repositories or projects must belong to a project. If an object definition has a parent, then the child resides in the same project as the parent. For example, a field is a child of a business component.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Project
The following table describes properties that Siebel CRM uses with a project.
Table Properties of the Project
Property | Description |
---|---|
Allow Object Locking |
Specifies to allow you to lock an object, such as an applet or a business component. |
Language Locked (S) |
Specifies the language that Siebel CRM uses when it locks a record. It uses the current language that Siebel Tools is using. For example, ENU, JPN, DEU. |
Locked (O) |
If TRUE, then this project is currently locked. |
Locked By Name (O) |
If the Locked property is TRUE, then the Locked By Name property displays the name of the person who locked the project. |
Locked Date (O) |
If the Locked property is TRUE, then the Locked Date property displays the date and time when someone locked the project. |
Name (R) |
Specifies a unique name for this project. |
Owner Branch |
Reserved for future use. |
Report Object Type
This topic describes the Report object type.
Report
To get help from Oracle with configuring Report object types, you can create a service request (SR) on My Oracle Support. Alternatively, you can phone Global Customer Support directly to create a service request or to get a status update on your current SR. Support phone numbers are listed on My Oracle Support. You can also contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services.
The following object types are for Oracle use only:
Report
Report Field
Report Locale
Sub Report
Sub Report Field
View Report
View Report Locale
Repository Object Type
This topic describes the Repository object type.
Repository
A repository includes tables in a database where Siebel CRM stores object definitions.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Repository
The following table describes properties that Siebel CRM uses with a repository.
Table Properties of the Repository
Property | Description |
---|---|
Name (S) |
Specifies the name of the repository. |
Schema Maintenance Object Types
This topic describes the Schema Maintenance object type and the object types that are children of this object type.
Schema Maintenance
The following object types are for Oracle use only:
Schema Maintenance Dependent Step
Schema Maintenance Phase
Schema Maintenance Phase Usage
Schema Maintenance Platform Path
Schema Maintenance Process
Schema Maintenance Process Variable
Schema Maintenance Step
Schema Maintenance Step From
Schema Maintenance Step Database Implementation
Schema Maintenance Step Implementation
Schema Maintenance Step To
Screen Object Types
This topic describes the Screen object type and the object types that are children of this object type. It includes the following topics:
Screen
A screen organizes views.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Screen
The following table describes properties that Siebel CRM uses with a screen.
Table Properties of the Screen
Property | Description |
---|---|
Bitmap Category (O)(H) |
Specifies the name of the bitmap category that contains the definitions of the bitmap objects that this screen uses. For example, the Accounts bitmap category contains bitmap object definitions for the following items:
The Accounts screen uses this Accounts bitmap category. |
Default View (O) |
Specifies the view that Siebel CRM displays if the user clicks a page tab for the screen. The view must be an entry in the screen view of the current screen. For example: Account List View |
Help Identifier (O) |
Specifies a help ID for a screen that includes help. For example: ID_SCREEN_ACCOUNTS |
ICL Upgrade Path |
For more information, see Common Object Properties. |
Name (R) |
Specifies the name of a screen. Other objects use this name to reference this screen. For example: Accounts Screen |
Unrestricted Viewbar (O)(H) |
You can use one of the following values:
|
Upgrade Behavior |
For more information, see Common Object Properties. |
Viewbar Text (O) |
Specifies the label that Siebel CRM displays below the optional Logo bitmap in the view bar. For example: Accounts |
Screen Locale
A screen locale defines language overrides that Siebel CRM uses with a screen.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Screen > Screen Locale
The following table describes properties that Siebel CRM uses with a screen locale.
Table Properties of the Screen Locale
Property | Description |
---|---|
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Viewbar Text (O) |
Specifies the label that Siebel CRM displays below the optional Logo bitmap in the view bar. |
Screen View
A screen view defines the collection of views for a screen.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Screen > Screen View
The following table describes properties that Siebel CRM uses with a screen view.
Table Properties of the Screen View
Property | Description |
---|---|
Category Default View (O) |
Specifies the default view for this screen view. Siebel CRM uses the Category Default View property only if the Type property of this screen view is Aggregate Category or Detail Category. If the Category Default View does not contain a value, then Siebel CRM uses the first available view for the Category or the Default View that is defined for the screen. |
Category Name (O) (R) |
Specifies the name of the category that Siebel CRM uses to group similar views in this screen view. If the Type property of this screen view is Aggregate Category or Detail Category, then the Category Name property is required. |
Client Restriction (O) |
Specifies if Siebel CRM displays this screen view in a client. For example: Mobile Client Only |
Display In Page (O) |
You can use one of the following values:
|
Display In Site Map (O) |
If TRUE, then Siebel CRM displays this screen view in the Site Map in the client. |
Menu Text (O) |
Specifies the text that Siebel CRM displays in the Site Map for this screen view. For more information, see Setting the Menu Text and Viewbar Text Properties of a Screen View. |
Object Manager Restriction (O) |
You can use the following values:
The UNIX Support property of the applet or business component class might not allow Siebel CRM to display this screen view in a UNIX environment. |
Parent Category (O) (R) |
Specifies how Siebel CRM organizes a view in a category or how it associates a detail category with an aggregate category. If the Type property of this screen view is:
|
Sequence (O) |
Specifies the order that Siebel CRM uses to display the view in the submenu of the screen view. You can sequence the views that Siebel CRM displays on the view bar but not the categories. Siebel CRM displays categories last in the list. This property can contain only an integer. |
Status Text (O) |
Not used. |
Type (R) |
Specifies the type of screen view. A screen view is one of the following:
|
View (R) |
Specifies the view that Siebel CRM includes in the screen view. For example: Detail - Contacts View |
Viewbar Text (O) |
Specifies the text that Siebel CRM displays on a view tab, a drop-down list, or a link for a view or category. For more information, see Setting the Menu Text and Viewbar Text Properties of a Screen View. |
Setting the Menu Text and Viewbar Text Properties of a Screen View
In this example, the following screen views are of type Category Detail:
Account Detail-A View
Account Detail-B View
Account Detail-C View
The following table describes an example that displays all these screen views in the Site Map and only displays screen views A and B in the view bar.
Table Example of Setting the Menu Text and Viewbar Text Properties of a Screen View
Screen View | Type | Category Menu Text | Viewbar Text |
---|---|---|---|
Account Detail-A |
Category Detail |
Account Detail |
Detail |
Account Detail-B |
Category Detail |
Account Detail |
Detail |
Account Detail-C |
Category Detail |
Account Detail |
Not applicable. |
Screen View Locale
A screen view locale defines language overrides that Siebel CRM uses with a screen view.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Screen > Screen View > Screen View Locale
The following table describes properties that Siebel CRM uses with a screen view locale.
Table Properties of the Screen View Locale
Property | Description |
---|---|
Menu Text (O) |
Specifies the text that Siebel CRM displays in the Site Map for this View or Category. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Status Text (O) |
Not used. |
Viewbar Text (O) |
Specifies the text that Siebel CRM displays on a view tab, drop down list, or link for a screen view or category. |
Server Component Object Types
This topic describes the Server Component object type and the object types that are children of this object type. It includes the following topics:
Server Component Event Subtype
A server component event subtype is a code reference that specifies an event.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Server Component Type > Server Component Event Type > Server Component Event Subtype
The following table describes properties that Siebel CRM uses with a server component event subtype.
Table Properties of the Server Component Event Subtype
Property | Description |
---|---|
Code Symbol (S) |
Specifies this server component event subtype as an enum, which is a short list of known values. This configuration allows faster searching than using the full descriptive name. |
Display Name (S) |
Specifies the name of this server component event subtype that Siebel CRM displays in the Server Manager. |
Name (S) |
Specifies the name of the object definition. |
Server Component Event Type
A server component event type specifies an event for a server component.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Server Component Type > Server Component Event Type
The following table describes properties that Siebel CRM uses with a server component event type.
Table Properties of the Server Component Event Type
Property | Description |
---|---|
Code Symbol (S) |
Specifies this server component event type as an enum, which is a short list of known values. This configuration allows faster searching than using the full descriptive name. |
Display Name (S) |
Specifies the name of this server component event type that Siebel CRM displays in the Server Manager. |
Name (S) |
Specifies the name of the object definition. |
Server Component Parameter
A server component parameter specifies parameters in a server component type.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Server Component Type > Server Component Parameter
The following table describes properties that Siebel CRM uses with a server component parameter.
Table Properties of the Server Component Parameter
Property | Description |
---|---|
Code Symbol (S) |
Specifies this server component parameter type as an enum, which is a short list of known values. This configuration allows faster searching than using the full descriptive name. |
Component Definition Settable (S) |
For more information, see the description for the Enterprise Settable property. |
Component Settable (S) |
For more information, see the description for the Enterprise Settable property. |
Data Type (S) |
Specifies the data type for the values this server component parameter contains. |
Default Value (S) |
Specify a default value for this server component parameter. |
Display Name (S) |
Specifies the name of this server component parameter event type that Siebel CRM displays in the Server Manager. |
Enterprise Settable (S) |
If TRUE, then Siebel CRM sets this server component parameter for the entire enterprise. The settable flags specify the levels at which Siebel CRM sets this parameter, from enterprise down through a server task. For example, if the value for a server component parameter is set at level A, then all levels below level A use this value. |
Name (S) |
Specifies the name of the object definition. |
Performance Impact |
Not used. |
Pick List (S) |
Specifies the name of the picklist. |
Requires Component Reconfig (S) |
If TRUE, then Siebel CRM can modify the configuration for a server component. This modification affects server tasks that start after a modification occurs but allows existing server tasks to continue running using the old configuration. A new server task automatically uses the new configuration but these modifications might not affect some arguments until Siebel CRM reconfigures the server component. Setting the Requires Component Reconfig property to TRUE allows Siebel CRM to update these arguments. |
Requires Server Reconfig |
Similar to the Requires Component Reconfig property except applies to the server. |
Server Settable (S) |
For more information, see the description for the Enterprise Settable property. |
Task Settable (S) |
For more information, see the description for the Enterprise Settable property. |
Text Length (S) |
Specifies the maximum text length in characters. |
Visibility |
Not used. |
Server Component State Value
A server component state value contains data about the current operation of a server task or server component. A server task periodically updates state values that describe current processing, such as the current phase of an operation. The state for a server component describes the state of the entire server component.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Server Component Type > Server Component State Value
The following table describes properties that Siebel CRM uses with a server component state value.
Table Properties of the Server Component State Value
Property | Description |
---|---|
Code Symbol (S) |
Specifies this server component state value as an enum, which is a short list of known values. This configuration allows faster searching than using the full descriptive name. |
Data Type (S) |
Specifies the data type of the values that this server component state value contains. |
Display Name (S) |
Specifies the name of the component state value type that Siebel CRM displays in the Server Manager. |
Level (S) |
Specifies the level that Siebel CRM uses for this server component state value. |
Name (S) |
Specifies the name of this server component state value. |
Text Length (S) |
Specifies the maximum text length in characters. |
Visibility |
Not used. |
Server Component Statistic
A server component statistic records statistics at the server task level for server component tasks. You can use these statistics to monitor the progress and performance of a server component or to optimize system performance.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Server Component Type > Server Component Statistic
The following table describes properties that Siebel CRM uses with a server component statistic.
Table Properties of the Server Component Statistic
Property | Description |
---|---|
Calculated (S) |
If TRUE, then Siebel CRM calculates this server component statistic. |
Calculated Value (S) |
Specifies the script for the calculation. |
Code Symbol (S) |
Specifies this server component statistic as an enum, which is a short list of known values. This configuration allows faster searching than using the full descriptive name. |
Data Type (S) |
Specifies the data type of the value that Siebel CRM saves for this server component statistic. |
Display Name (S) |
Specifies the name of the server component statistic that Siebel CRM displays in the Server Manager. |
Name (S) |
Specifies the name of this server component statistic. |
Visibility |
Not used. |
Server Component Subsystem
A server component subsystem defines a subsystem of the server component type object.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Server Component Type > Server Component Subsystem
The following table describes properties that Siebel CRM uses with a server component subsystem.
Table Properties of the Server Component Subsystem
Property | Description |
---|---|
Name (S) |
Specifies the name of this server component subsystem. |
Subsystem (S) |
Specifies the name of the subsystem. |
Server Component Type
A server component type supports multiple server component types. Each of these types performs a function or job.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Server Component Type
The following table describes properties that Siebel CRM uses with a server component type.
Table Properties of the Server Component Type
Property | Description |
---|---|
Background Mode |
If TRUE, then a server component that uses this server component type can run in the background. |
Batch Mode |
If TRUE, then a server component that uses this server component type can run in batch. |
Code Symbol (S) |
Specifies this server component type as an enum, which is a short list of known values. This configuration allows faster searching than using the full descriptive name. |
Debug Only |
If TRUE, then a server component that uses this server component type can run only in debug mode. |
Display Name (S) |
Specifies the name of this server component type that Siebel CRM displays in the Server Manager. |
Interactive |
If TRUE, then a server component that uses this server component type can interactive. |
Key Based Routing (S) |
If TRUE, then some batch mode components can control how Siebel CRM partitions and routes a request. These batch mode components can register a key or a set of keys so that each key only gets the requests that match the key. |
Name (S) |
Specifies the name of the object definition. |
String Object Types
This topic describes the String object type and the object types that are children of this object type. It includes the following topics:
String (H)
A string is for Oracle use only.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > String Map (H) > String
String Map (H)
A string map is for Oracle use only.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > String Map
Symbolic String Object Types
This topic describes the Symbolic String object type and the object types that are children of this object type. It includes the following topics:
Symbolic String (H)
A symbolic string includes text that Siebel CRM displays in the client. Many objects include a translatable string property, such as the caption of a Control object. To get a string value, the string reference property of this object can reference a symbolic string. For example, the Caption - String Reference property can reference a symbolic string. To support separate languages, Siebel CRM can save the contents of a symbolic string in one or more child symbolic string locale objects. For example, the SBL_ACCOUNTS-0910145428-0HN symbolic string might include two symbolic string locale children, where one child contains a display value for English, such as Account, and another child contains a display value for German, such as Kunde.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Symbolic String
The following table describes properties that Siebel CRM uses with a symbolic string.
Table Properties of the Symbolic String
Property | Description |
---|---|
Approval Flag (O) |
For Oracle use only. |
Current String Value |
Specifies the text that Siebel CRM displays in the client. Siebel Tools automatically determines this value. It uses the value that the String Value property of the child symbolic string locale contains. It uses the symbolic string locale for the language that is currently active in Siebel Tools. For example, if the Siebel Tools language mode is German, then Siebel Tools displays the following value in the Current String Value property for the SBL_ACCOUNTS-0910145428-0HN symbolic string: Kunde If you modify the Siebel Tools language mode to English, then it displays the following value in the Current String Value property: Accounts Although Siebel Tools calculates the value that it displays in this property, you can edit this value. If you edit the value in the Current String Value property, then Siebel Tools modifies the value that the String Value property contains. This is a property of the child symbolic string locale for the language mode that is currently active in Siebel Tools. |
Definition (O) |
Specifies the text of this symbolic string. |
Glossary Flag (O) |
For Oracle use only. |
Name (R) |
Specifies the name of this symbolic string. It must be unique among symbolic strings. Other objects use this name to reference this symbolic string. The name of each predefined symbolic string begins with the SBL_ prefix and contains an uppercase version of the ENU string value for this symbolic string. For example, the following name is the ENU value for the Accounts symbolic string: SBL_ACCOUNTS-0910145428-0HN |
Type (O) |
Specifies the type of symbolic string. Siebel CRM converts each predefined symbolic string. It sets the Type property for each of these symbolic strings to Conversion. This Type property can include one of the following values:
|
Symbolic String Locale
A symbolic string locale defines the language display values for a symbolic string.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Symbolic String (H) > Symbolic String Locale
The following table describes properties that Siebel CRM uses with a symbolic string locale.
Table Properties of the Symbolic String Locale
Property | Description |
---|---|
String Value (R) |
Specifies the text string that Siebel CRM displays in the client for a language. For example: Kunde |
Symbolic String Name |
Specifies the symbolic string that Siebel CRM uses to associate the string values that the symbolic string locale contains with the parent symbolic string. The Symbolic String Name property can contain the name of any existing symbolic string. For example: SBL_#_OF_CONCURRENT_LICENSES-1004225906-00M |
System Activity Object Object Types
This topic describes the System Activity Object object type.
System Activity Object
A system activity object defines the properties of a business component that Siebel CRM uses to create activities that some commands require, such as the Send Mail or Send Page command.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > System Activity Object
The following table describes properties that Siebel CRM uses with a system activity object.
Table Properties of the System Activity Object
Property | Description |
---|---|
Account Id Field (O) |
Specifies the field that contains the row ID of the account that Siebel CRM must associate with the activity. |
Business Component (R) |
Specifies the business component that includes data that Siebel CRM requires to create an activity. For example, assume the Service Request business component includes a system activity object. To create an activity that sends a communication, Siebel CRM can use data in the service request, such as the account Id. |
Contact Id Field (O) |
Specifies the field that contains the row ID of the contact that Siebel CRM must associate with the activity. |
Defect Id Field (O) |
Specifies the field that contains a defect row ID value that Siebel CRM can use to populate the Activity Defect Id field of the new activity. |
Opportunity Id Field (O) |
Specifies the field that contains the row ID of the opportunity that Siebel CRM must associate with the activity. |
Service Request Id Field (O) |
Specifies the field that contains the row ID of the service request that Siebel CRM must associate with the activity. |
Source Id Field (O) |
Specifies the field that contains a campaign row ID value that Siebel CRM can use to populate the Campaign Id field of the activity. |
Table Object Types
This topic describes the Table object type and the object types that are children of this object type. It includes the following topics:
Column
A column corresponds to one column in a database table.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Table > Column
The following table describes properties that Siebel CRM uses with a column.
Table Properties of the Column
Property | Description |
---|---|
Alias (O) |
Not used. |
ASCII Only (O) |
You can use one of the following values:
|
Cascade Clear (O) |
For Oracle use only. |
Computation Expression (O) |
Specifies a computation that Siebel CRM uses on a field if it saves this field to the Siebel database. For example, to encrypt a value while Siebel CRM writes it to the Siebel database, you can use the following value in the Computation Expression property: SiebelEncrypt.RC2([column_name]) where:
For example: SiebelEncrypt.RC2([PAY_ACCNT_NUM]) You can use this property for Case-insensitive and Accent-Insensitive (CIAI) search functionality. For example: CIAI([column_name]) where:
For example: Account Name ([S_ORG_EXT.NAME]) where:
If you search for a string that is similar to la franca*, LA F*, then the Application Object Manager uses this column to find a match. It is not necessary for you to consider case or accent. |
Default (O) |
For Oracle use only. |
Default Insensitivity (O) |
Specifies to use a normal search or translate to CIAI mode. To view the values you can use, click the Default Insensitivity property in Siebel Tools. |
Denormalization Path (O) |
For Oracle use only. |
EIM Processing Column Flag (O) |
For Oracle use only. |
Encryption Key Specifier |
Specifies where to save the encryption key for an encrypted field. This field is only required for a SiebelEncrypt computation expression. For more information, see the Computation Expression property for this object type. |
FK Column 1:M Rel Name (O) |
For Oracle use only. |
FK Column M:1 Rel Name (O) |
For Oracle use only. |
Force Case (O) |
Specifies the case of the letters that the column can contain, such as Lower. To view the values you can use, click the Force Case property in Siebel Tools. |
Foreign Key Table (Foreign Key Table Name) (O) |
Specifies the table to which this column is a foreign key. EIM uses this value. You must leave this property empty in an extension column. |
Inactive |
Specifies to make the column active or inactive. If TRUE, then Siebel CRM does not create this column when it installs the server database. |
LOV Bounded (O) |
You can use one of the following values:
The LOV Bounded property is read-only for a column that comes predefined with Siebel CRM. It is editable for a column that you add through the Database Extension Designer. |
LOV Type (O) |
Specifies the list of values that Siebel CRM uses to validate this column. To define this list of values, you use the List Of Values administration views in the client. The LOV Type property is read-only for a column that comes predefined with Siebel CRM. It is editable for a column that you add through the Database Extension Designer. For more information, see the description for the LOV Bounded property. |
Name (R) |
Specifies the name for this column. This name must be unique in the table. |
No Match Value (O) |
Specifies the string that Siebel CRM uses if it cannot match the primary Id field. You can configure this property only for the primary key column of a table that an external business component references, and only if this business component creates RowId values that might conflict with the default No Match Row Id string. If the No Match Value property is empty, then Siebel CRM uses No Match Row Id as the default string. |
Nullable (O) |
You can use one of the following values:
|
Physical Type Name (Physical Type) (R) |
Specifies the data type of the column in the Siebel database. You can use one of the following values:
|
Precision (R) |
For more information, see About the Precision and Scale Properties. |
Primary Child Col (S) |
EIM uses this property. For Oracle use only. |
Primary Child Column Name (O) |
Specifies the name of the column that contains the primary ID value. |
Primary Child Join Column Name (O) |
Specifies the name of the child table column where Siebel CRM joins the record. |
Primary Child Table Name (O) |
Specifies the name of the table where Siebel CRM can locate the primary child. |
Primary Inter Table Name (Primary Inter Table) (O) |
EIM uses this property. For Oracle use only. |
Primary Join Column Name (O) |
Specifies the name of the column that Siebel CRM uses to join the record. |
Primary Key (O) |
You can use one of the following values:
|
Required (O) |
You can use one of the following values:
|
Scale (O) |
For more information, see About the Precision and Scale Properties. |
Sequence (O) |
Specifies the order that Siebel CRM uses to save the columns of a cluster index. This property can contain only an integer. This property applies primarily with the MSSQL server. You can use it with other servers. |
Sequence Object (O) |
Specifies the name of the RDBMS utility that creates a unique sequence number for the table column. For Oracle use only. |
Status |
Specifies the state of the column, such as Active. To view the values you can use, click the Status property in Siebel Tools. |
System Field Mapping (O) |
Specifies an alternative way to map the column to a system field. You can configure this property only for a table that an external business component uses. To view the values you can use, click the System Field Mapping property in Siebel Tools. |
Text Length (O) |
Specifies the length in characters for a text or varchar column. The column size in Siebel Tools is not the same as the column size in the physical database. For more information about this difference, see 531960.1 (Article ID) on My Oracle Support. |
Translation Table Name (O) |
Specifies the name of the translation table. |
Txn Log Code (O) |
Not used. |
Type (S) |
Specifies the column type. |
Use FKey (S) |
You can use one of the following values:
|
User Key Sequence (O) |
Specifies the sequence that Siebel CRM uses to place this column in the user key. For example, if you set the User Key Sequence property for Column A to 1, then Siebel CRM places Column A in the first position in the user key. |
User Name (R) |
Specifies the user-friendly name for the column. |
Valid Condition (O) |
Specifies the expression that Siebel CRM uses to validate a column value. |
Properties for Custom Extension Columns
If you configure a custom extension column, then you must set only the following properties:
Comments
Default
Foreign Key Table Name
Inactive
LOV Bounded
LOV Type
Name
Nullable
Physical Type
Precision
Scale
Text Length
Data Source (H)
A data source specifies the data source that the Application Object Manager uses to connect to an external table. You define this object only for a table that does not reside in the Siebel database.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Table > Data Source
The following table describes properties that Siebel CRM uses with a data source.
Table Properties of the Data Source
Property | Description |
---|---|
Name (R) |
Specifies the name of the data source. This name must match one of the following items:
|
Index
An index creates a new index to improve performance of queries.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Table > Index
The following table describes properties that Siebel CRM uses with an index.
Table Properties of the Index
Property | Description |
---|---|
Alias (O) |
Specifies the short name for the index. |
Allow Reverse Scan (O) |
If TRUE, then Siebel CRM creates the index with a backward page reference and a forward page reference. This configuration allows Siebel CRM to read the index backwards. The Allow Reverse Scan property applies only to a DB2 or a UDB database. |
Based on Index |
Specifies a replacement index. For example, assume the following occurs:
|
Cluster (O) |
If TRUE, then Siebel CRM clusters the table on this index. For example, it physically saves the rows in the order that the index columns specify. The Cluster property applies only to a DB2 or a UDB database. |
Cluster 2 (O) |
If TRUE, then Siebel CRM appends this cluster key to all other indexes. The Cluster 2 property applies to the MSSQL server. It is applicable only to unique indexes. |
Name (R) |
Specifies the unique name. |
Number of Unique Columns (S) |
If Siebel CRM populates this property, then the value it populates equals the number of columns that participate in the uniqueness constraint. Siebel CRM sets the Include Only property to TRUE for the columns that do not participate in the uniqueness constraint. In this situation, the number of columns in the index is more than the value that the Number of Unique Columns property contains. The Number of Unique Columns property applies only to a DB2 or a UDB database. It is applicable only to unique indexes. |
Partition Indicator |
Specifies the partition that Siebel CRM uses with some databases to indicate where to place the index. |
Target Platform |
Specifies the platform that Siebel CRM uses with some databases to indicate the platform. |
Type (O) |
Specifies the index type. |
Unique (O) |
If TRUE, then this index is unique. A unique index prevents multiple rows that include the same values in each of the index columns. |
User Name (R) |
Specifies the user-friendly name for the index. |
User Primary Key (O) |
If TRUE, then EIM enforces uniqueness on this index. Siebel Enterprise Integration Manager (EIM) uses this property. |
Index Column
An index column creates a new index column.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with an index column.
Table Properties of the Index Column
Property | Description |
---|---|
Column Name (R) |
Specifies the name of the column in the index. |
Name (R) |
Specifies the name of the index column. |
Sequence (R) |
Specifies the position of the index column in the index. |
Sort Order (O) |
Specifies how Siebel CRM sorts the values in the index column. Starting with Siebel CRM version 8.1, to populate the repository, Siebel CRM sets the Sort Order property to Asc as the default value. If the index column is a Date type, then it sets the Sort Order property to Desc. |
Table
A table creates a new table to save additional attributes.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Table
The following table describes properties that Siebel CRM uses with a table.
Table Properties of the Table
Property | Description |
---|---|
Abbreviation 1 (O) Abbreviation 2 (O) Abbreviation 3 (O) Abbreviation 4 (O) Abbreviation 5 (O) Abbreviation 6 (O) |
Specifies an alternative abbreviation for the table. You must not modify the abbreviations that the EIM Generator and wizard use to determine how to name interface table columns in foreign key mappings. |
Alias (O) |
Not used. |
Append Data (O) |
If TRUE, then Siebel CRM inserts any new rows it creates at the end of the table. If a clustered index exists on this table, and if the Append Data property is TRUE, then Siebel CRM cannot access any new rows that it appends to this table. |
Base Table Name (R) |
Specifies the name of the base table. If the Type property of this table is Ext or Journal, then Siebel CRM extends or journals the table that the Base Table Name property specifies. |
Dflt Mapping Col Name Prefix (S) |
Specifies the default prefix that Siebel CRM uses. If Siebel CRM creates an interface table column, then it adds this prefix to the name of this column. For Oracle use only. |
External API Write |
If TRUE, then the following applies:
|
File (O) |
If TRUE, then Siebel CRM uses this table to save file attachment data. |
Group (O) |
Specifies to group tables. Siebel CRM uses this property only for an IBM System 390. It places tables in groups that correspond to dock objects. It groups these tables according to table size, access frequency, and so on. |
Key Generation Business Service |
Specifies the business service that Siebel CRM uses to create the primary key for the business component. If this property is empty, then Siebel CRM uses the default row Id generator for tables that include a column that corresponds to the Id system field. |
Key Generation Service Method |
Specifies the name of the business service method that Siebel CRM calls when it creates the primary key for the business component. |
Name (R) |
Specifies a unique name for this table. |
Node Type |
Specifies the client type that can use this table. For example, if you set this property to Mobile Only, then Siebel CRM includes this table in the Remote client database but not on the Siebel Server. |
Owner Organization Specifier |
Not used. |
Parent Table Column1 Name (O) |
Specifies the column that references the primary parent if this table is a child table or intersection table. |
Parent Table Column2 Name (O) |
Specifies the column that references the second parent if this table is an intersection table. |
Status (O) |
Specifies the current status of this table. It can include one of the following values:
|
Type (S) |
Specifies the type for this table. |
User Name (R) |
Specifies the name for this table. |
Volatile (O) |
If TRUE, then Siebel CRM does not use the statistics that the runstats utility creates on the Siebel database for this table. |
User Key
A user key specifies a set of attribute columns and other information that specifies how Siebel Enterprise Integration Manager (EIM) accesses table rows. For more information, see Configuring Siebel Business Applications.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Table > User Key
The following table describes properties that Siebel CRM uses with a user key.
Table Properties of the User Key
Property | Description |
---|---|
Inaccessible (S) |
If TRUE, then EIM can access the user key. |
Index Name (S) |
Specifies the name of the index. |
Name (S) |
Specifies the name of the user key. |
Source Interface Table Name (S) |
Specifies the name of the source interface table for the user key. |
User Key Type (S) |
Specifies the type of user key of the object definition. |
User Key Attribute
A user key attribute specifies one user key attribute in the set of attribute columns that identify rows in the grandparent table. Siebel Enterprise Integration Manager (EIM) uses this object type. For more information, see Configuring Siebel Business Applications.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a user key attribute.
Table Properties of the User Key Attribute
Property | Description |
---|---|
Attribute Sequence (S) |
Specifies the position of the attribute column in user key. |
Name (S) |
Specifies the name of the attribute column. |
User Key Attribute Join
A user key attribute join specifies a join operation that Siebel CRM uses to convert a user key attribute that is a foreign key to another table into attribute column values in this table. Siebel Enterprise Integration Manager (EIM) uses this object type. For more information, see Configuring Siebel Business Applications.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Table > User Key > User Key Attribute > User Key Attribute Join
The following table describes properties that Siebel CRM uses with a user key attribute join.
Table Properties of the User Key Attribute Join
Property | Description |
---|---|
Join Column Name (S) |
Specifies the name of the column that Siebel CRM uses for the join. |
Join Sequence (S) |
Specifies the order that Siebel CRM uses to process the join. This property can contain only an integer. |
Join Type (S) |
Specifies the type of join that Siebel CRM uses. |
Name (S) |
Specifies the name of the columns that Siebel CRM uses in the join. |
User Key Attribute Tree Node
A user key attribute tree node specifies the tree node for a user key attribute. Siebel Enterprise Integration Manager (EIM) uses this object type. For more information, see Configuring Siebel Business Applications.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a user key attribute tree node.
Table Properties of the User Key Attribute Tree Node
Property | Description |
---|---|
Join Column Name (S) |
Specifies the name of the join column. |
Join Sequence (S) |
Specifies the order that Siebel CRM uses to process the join. This property can contain only an integer. |
Name (S) |
Specifies the name of the user key. |
Previous Tree Node Name (S) |
Specifies the name of the previous tree node. |
Sub Node Table Name (S) |
Specifies the name of the subnode table. |
User Key Attribute Name (S) |
Specifies the name of the user key attribute. |
User Key Column
A user key column specifies a column for the user key. Siebel Enterprise Integration Manager (EIM) uses this object type. For more information, see Configuring Siebel Business Applications.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a user key column.
Table Properties of the User Key Column
Property | Description |
---|---|
Column Name (S) |
Specifies the name of the column from the user key index. |
Column Sequence (S) |
Specifies the order that Siebel CRM uses to process the join. This property can contain only an integer. |
Name (S) |
Specifies the name of the column from the user key index. |
Task Object Types
This topic describes the Task object type and the object types that are children of this object type. It includes the following topics:
Task
A task defines a user interface that guides the user through task UI completion. A task UI can include one or more task UI steps, such as a start step, subtask, decision point, or business service step.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task
The following table describes properties that Siebel CRM uses with a task.
Table Properties of the Task
Property | Description |
---|---|
Allow Pause (R) |
You can use one of the following values: TRUE. The user can pause this task. FALSE. The user cannot pause this task. |
Business Object (R) |
Specifies the name of a business object. To choose this value, you use a drop-down list in Siebel Tools. This list only includes business objects that include a primary business component. |
Display Name (R) |
Specifies the name that Siebel CRM displays in the task pane unless the Display Name - String Override property of the task group includes a value. The Display Name - String Reference property determines the value for the Display Name property. For more information about the String Reference property, see Common Object Properties. |
Inbox Disposition (R) |
You can use one of the following values:
|
Is Subtask (R) |
Specifies if this task is a main task or a subtask. You can uses one of the following values:
|
Name (S) |
Specifies the name of this task. To set the value for this property, Siebel CRM uses the value that the Task Name property contains. |
On Conflict (R) |
Specifies how to resolve a conflict that occurs while Siebel CRM writes data to the Siebel database. You can uses one of the following values:
For information about resolving conflicts, see Siebel Business Process Framework: Task UI Guide. |
Status (S) |
Specifies the current status of this task. You can uses one of the following values:
|
Task Name (R) |
Specifies the internal name of this task that the task UI controller uses to identify this task. |
Transactional (R) |
Flag that indicates if this task is transactional. You can uses one of the following values:
|
Transient BC (O) |
Specifies the name of the transient business component associated with this task. |
Version (S) |
Specifies the version number of this task. This property is read-only. The default version is 0. |
Task Branch
A task branch connects two task steps. It controls the flow of a task UI.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Branch
The following table describes properties that Siebel CRM uses with a task branch.
Table Properties of the Task Branch
Property | Description |
---|---|
Label (O) |
Specifies the text that Siebel CRM displays on this task branch in the Task Designer. |
Name (R) |
Specifies the name of this task branch. |
Parent Name (S) |
Specifies the name of the task step that contains this task branch. |
Type (R) |
Specifies the type of this task branch. You can use one of the following values:
|
Task Branch Criteria
A task branch criteria specifies a list of conditions. At runtime, the task UI controller evaluates the task branch criteria. If the outcome of this evaluation for a task branch is true, then the task UI uses the path that the task branch defines.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Branch > Task Branch Criteria
The following table describes properties that Siebel CRM uses with a task branch criteria.
Table Properties of the Task Branch Criteria
Property | Description |
---|---|
Applet Field Name |
Specifies the name of a control in an applet. If the Compare To property is Applet, then:
|
Applet Name |
Specifies the name of an applet. If the Compare To property is Applet, then the Object drop-down list in the Compose Condition Criteria dialog box displays the applets you can choose. |
Business Component |
Specifies the name of a business component. The business object that this task references includes this business component as a business object component. If the Compare To property is Business Component, then the Object drop-down list in the Compose Condition Criteria dialog box displays the business components that this business object references. |
Business Component Field |
Specifies the name of a business component field. If the Compare To property is Business Component, then:
|
Compare To (R) |
Specifies the object type that Siebel CRM uses to compare values. |
Name (S) |
Specifies the name of this task branch criteria. |
Operation (R) |
Specifies the comparison operation. For more information, see the topic about creating expressions in Siebel Business Process Framework: Workflow Guide. |
Parent Name (S) |
Specifies the name of the parent task branch. |
Preferred Sequence |
Specifies the order that Siebel CRM uses to examine task branch criteria. For example, assume a task includes branch A and branch B, and that the conditions for Branch A will handle most situations. To reduce the amount of processing Siebel CRM must perform, you can specify to examine task branch criteria for branch A first. If task branch criteria for branch A is met, then Siebel CRM does not examine task branch criteria for branch B. |
Property Name (R) |
Specifies the task property that Siebel CRM uses to determine the condition. The drop-down list displays the properties of the task. |
Task Branch Criteria Value
A task branch criteria value is for Oracle use only.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Branch > Task Branch Criteria > Task Branch Criteria Value
Task Chapter
A task chapter groups task steps. When a task step runs, Siebel CRM displays the task step name and the chapter name in the Current Task Pane.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Chapter
The following table describes properties that Siebel CRM uses with a task chapter.
Table Properties of the Task Chapter
Property | Description |
---|---|
Color (R) |
Specifies the color that Siebel CRM uses to display the task steps for a task chapter in the Task Designer if the Show Chapter mode is enabled. You can set this color only in the Multi Value Property Window of the parent task object. |
Display Name (O) |
Specifies a label for this task chapter that Siebel CRM displays in the Current Task pane. If the Display Name property is empty, then Siebel CRM does not display this task chapter. |
Name (R) |
Specifies the name of this task chapter. It must be unique in a task. |
Parent Name (S) |
Specifies the name of the task that contains this chapter. |
Sequence (R) |
Specifies the order that Siebel CRM uses to display this task chapter in the current task pane with respect to other task chapters that the parent task contains. This property can contain only an integer. |
Task Chapter Locale
A task chapter locale defines language overrides that Siebel CRM uses with the task chapter.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Chapter > Task Chapter Locale
The following table describes properties that Siebel CRM uses with a task chapter locale.
Table Properties of the Task Chapter Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the name that Siebel CRM displays for a task chapter for a language. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Task Event
A task event defines the action that Siebel CRM performs if a task event occurs, such as Cancel, Delete, Pause, or Resume.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Event
The following table describes properties that Siebel CRM uses with a task event.
Table Properties of the Task Event
Property | Description |
---|---|
Business Service Method |
Specifies the name of the business service method that Siebel CRM calls. If the Business Service Name property contains a value, then the Business Service Method property is required. The drop-down list for this property displays the business service method that the business service contains. |
Business Service Name |
Specifies the name of the business service that Siebel CRM calls. If the Workflow Process property is empty, then the Business Service Name property is required. The drop-down list for this property displays the business services that include a Hidden property that is FALSE. |
Name (R) |
Specifies the name of this task event. |
Parent Name (S) |
Specifies the name of the parent task. |
Workflow Process |
Specifies the name of the workflow process that Siebel CRM calls. If the Business Service Name property is empty, then the Workflow Process property is required. |
Task Event IO Argument
A task event IO argument defines the input arguments and output arguments for an event handler.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Event > Task Event IO Argument
The following table describes properties that Siebel CRM uses with a task event IO argument.
Table Properties of the Task Event IO Argument
Property | Description |
---|---|
Argument (O) |
Specifies the name of the output argument of the workflow process or business service that the event handler calls. If you set the Input/Output property of this task event IO argument to:
|
Business Component |
Specifies the name of a business component that the business object references. The task references this business object. If the Type property is Business Component, then the Business Component property is required. |
Business Component Field |
Specifies the name of a business component field. If the Type property is Business Component, then the Business Component Field property is required. The dropdown list for this property displays the fields that the business component contains. |
Input/Output (R) |
Specifies if the argument is an input argument or an output argument. |
Name (S) |
Specifies the name of this task event IO argument. The value you specify depends on one of the following types of arguments:
If you choose a workflow process as the event handler, then the value of this Name property must be RowId or ProcessName. |
Parent Name (S) |
Specifies the name of the parent task event. |
Preferred Sequence (O) |
Not used. Siebel CRM ignores this property. |
Property Name |
Specifies the name of the task property that this task event IO argument references. If the Type property is Task Property, then the Property Name property required. The drop-down list for this property includes the task properties that the parent task contains. |
Type (R) |
Specifies the type of the argument. It can contain one of the following values:
|
Value (O) |
Specifies a value for this task event IO argument. If the Type property is Literal or Expression, then the Value property contains a literal value or an expression. |
Task Locale
A task locale defines language overrides that Siebel CRM uses with a task.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Locale
The following table describes properties that Siebel CRM uses with a task locale.
Table Properties of the Task Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the name that Siebel CRM displays for a task for a language. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Task Metric
A task metric defines metrics that Siebel CRM collects while a task runs.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Metric
The following table describes properties that Siebel CRM uses with a task metric.
Table Properties of the Task Metric
Property | Description |
---|---|
Metric Name (R) |
Specifies the name of the metric. The dropdown list for this property displays a list of predefined metrics. |
Name (R) |
Specifies the name of the object. Siebel CRM automatically sets the value of the Name property to the value that the Metric Name property contains. |
Parent Name |
Specifies the name of the parent object. This property is read-only. |
Property Name (R) |
Specifies the name of a task property. Siebel CRM maps this task property to this task metric. The dropdown list for the Property Name property displays a list of task properties that the task contains. |
Task Property
A task property defines a field that Siebel CRM uses to save a value. It can use this value in a task step, in an input or output argument, or to perform an evaluation.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Property
The following table describes properties that Siebel CRM uses with a task property.
Table Properties of the Task Property
Property | Description |
---|---|
Access Mode (R) |
You can use one of the following values:
|
Data Type (R) |
Specifies the type of data that Siebel CRM can save. You can use one of the following values:
|
Default (O) |
Specifies the predefault value of this task property. |
In/Out (R) |
Specifies how to send the value that this task property contains. You can use one of the following values:
If the Data Type property is Binary, then you cannot set the In/Out property to In, Out, or In/Out. |
Integration Object |
Specifies the name of the integration object. If the Data Type property is Integration Object or Strongly Typed Integration Object, then the Integration Object property is required. For example: Account - Get Oracle Customer (Oracle) |
Name (R) |
Specifies the name of this task property. |
Parent Name |
Specifies the name of the parent object. This property is read-only. |
Task Step
A task step defines a unit of work that the task controller performs.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Step
The following table describes properties that Siebel CRM uses with a task step.
Table Properties of the Task Step
Property | Description |
---|---|
Business Component |
Specifies the name of a business component that the business object references. The task references this business object. If the Type property is Siebel Operation, then the Business Component is required. |
Chapter (O) |
Specifies the chapter that includes this task step. The drop-down list displays the chapters that the parent task includes. |
Defer Write Record (O) |
Specifies when to save data. You can use one of the following values:
Siebel CRM uses the Defer Write Record property only if the Type property is Siebel Operation. |
Display Name (O) |
Specifies the name that Siebel CRM displays in the Current Task Pane or the Context Pane. |
Display Name Type (O) |
Specifies to repeat the display name of the task views next to each other in the Current Task Pane or the Context Task pane. You can use one of the following values:
|
Name (S) |
Specifies the name of this task step. |
Operation |
Specifies the type of the Siebel Operation that this task step uses. If the Type property is Siebel Operation, then the Operation property is required. |
Parent Name |
Specifies the name of the parent object. This property is read-only. |
Repeatable |
Specifies to run this task step more than one time while the task runs. You can use one of the following values:
If the Type property is Business Service or Siebel Operation, then the Repeatable property is required. |
Retain Applet Search Spec |
Specifies to retain the applet search specification that runs in the current step when the current step exits. You can use one of the following values:
If the Type property is Task View, then the Retain Applet Search Spec property is required. |
Retain Task Search Spec |
Specifies to retain the task search specification that runs in the current step when the current step exits. You can use one of the following values:
If the Type property is Siebel Operation or Task View, then the Retain Task Search Spec property is required. |
Retain User Search Spec |
Specifies to retain the user search specification that runs in the current step when the current step exits. You can use one of the following values:
If the Type property is Task View, then the Retain Task Search Spec property is required. |
SubTask Name |
Specifies the name of the subtask. If the Type property is Subtask, then the SubTask Name property is required. |
Task View |
Specifies the name of the task view. If the Type property is Task View, then the Task View property is required. |
Type (S) |
Specifies the type of this task step. You can use one of the following values:
|
Task Step Context
A task step context defines the context for a task step. To do this, it sets up a search specification for a business component that the business object references. You can use a task step context only if the Type property of the task step is Siebel Operation or Task View.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a task step context.
Table Properties of the Task Step Context
Property | Description |
---|---|
Expression Business Component (O) |
Specifies the name of the business component that the right operand of the expression references. For example, consider the following expression: [Account Id] = [Id] where:
If the Expression Business Component is Account, then Siebel CRM treats the right operand as [Account.Id]. In this example, Siebel CRM uses the following expression: [Account.Account Id] = [Account.Id] |
Filter Business Component (O) |
Specifies the name of the business component that the left operand of the expression references. For example, consider the following expression: [Account Id] = [Id] If the Filter Business Component is Contact, then Siebel CRM treats the left operand as [Contact.Account Id]. In this example, Siebel CRM uses the following expression: [Contact.Account Id] = [Account.Id] |
Is User Search Spec (R) |
You can use one of the following values:
|
Name |
Specifies the name of this task step context. |
Search Specification (O) |
Specifies the value of the search specification. |
Type (R) |
Specifies the type of this task step context. You can use one of the following values:
|
Task Step IO Argument
A task step IO argument identifies the input and output arguments for a task step. Each task step accepts input from the task and sends output back to the task.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a task step IO argument.
Table Properties of the Task Step IO Argument
Property | Description |
---|---|
Argument (R) |
Specifies the name of this task step IO argument. |
Business Component |
Specifies the name of the business component in the business object of the task. If the Type property is Business Component, then the Business Component property is required. |
Business Component Field |
Specifies the name of a business component field. If the Type property is Business Component, then the Business Component Field property is required. |
Input/Output (R) |
Specifies this task step IO argument as an input argument or an output argument. |
Name (S) |
Specifies the name of this task step IO argument. |
Parent Name |
Specifies the name of the parent object. This property is read-only. |
Preferred Sequence (O) |
Specifies the order that Siebel CRM uses when it evaluates multiple task step IO arguments for a single task step. When the task step runs, Siebel CRM evaluates the task step IO argument that contains the lowest preferred sequence first. Siebel CRM uses this preferred sequence only for an input argument. If the Input/Output property is:
|
Property Name |
Specifies the name of the task property that this task step IO argument references. If the Type property is Task Property, then the Property Name property is required. |
Type (R) |
Specifies the type for this task step IO argument. You can use one of the following values:
|
Value (O) |
Specifies a value. If the Type property is Literal or Expression, then Siebel CRM uses the value that the Value property contains. |
Task Step Locale
A task step locale defines language overrides that Siebel CRM uses with a task step.
This object type occurs in the following location in the object hierarchy:
The following table describes properties that Siebel CRM uses with a task step locale.
Table Properties of the Task Step Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the name that Siebel CRM displays for a task step for a language. |
Name (O) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Parent Name |
Specifies the name of the parent object. This property is read-only. |
Task Group Object Types
This topic describes the Task Group object type and the object types that are children of this object type. It includes the following topics:
Task Group
A task group defines a group of tasks that Siebel CRM displays on the Task Pane. For more information about configuring task groups, see Siebel Business Process Framework: Task UI Guide.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Group
The following table describes properties that Siebel CRM uses with a task group.
Table Properties of the Task Group
Property | Description |
---|---|
Display Name (R) |
Specifies the label that Siebel CRM displays in the Task Pane for this task group. |
Required Context BC (R) |
Specifies the business component that the tasks in this task group reference. |
Task Group Item
A task group item specifies a task and the sequence that Siebel CRM uses to display it in a task group.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Group > Task Group Item
The following table describes properties that Siebel CRM uses with a task group item.
Table Properties of the Task Group Item
Property | Description |
---|---|
Context Business Component |
Specifies the business component that Siebel CRM uses to set the task context. For more information, see Siebel Business Process Framework: Task UI Guide. |
Name |
Specifies the name for this task group item. Siebel CRM sets the value for this property to the name of the Task, by default. |
Sequence |
Specifies the order that Siebel CRM uses to display the task in the parent task group. The value of this property must be a number. |
Task (R) |
Specifies the task that Siebel CRM displays in the Task Pane. Adding a task to a task group item does not automatically configure Siebel CRM to display it in the Task Pane. The following items must also be true:
If the Context Required property of the task group is TRUE, then Siebel CRM displays data from the business component that the task references. It displays this data in the current view. |
Type |
Specifies to call a command or a task if the user picks an item from the task list for the task group. |
Task Group Locale
A task group locale defines language overrides that Siebel CRM uses with a task group.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Task > Task Group > Task Group Locale
The following table describes properties that Siebel CRM uses with a task group locale.
Table Properties of the Task Group Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the name that Siebel CRM displays for a task group for a language. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Parent Name |
Specifies the name of the parent object. This property is read-only. |
Text Style Object Types
This topic describes the Text Style object type.
Text Style (H)
A text style specifies font information for controls, applets, views, or applications.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Text Style
The following table describes properties that Siebel CRM uses with a text style.
Table Properties of the Text Style
Property | Description |
---|---|
Bold (O) |
If TRUE, then this text style uses bold text. |
Font Face (O) |
Specifies the font face name for this text style. For example, Arial, Courier, and so forth. If you do not specify this property, then Siebel CRM uses the default font that the object uses. For example, if a control uses a text style that does not specify a font face, then Siebel CRM uses the font that all controls in the parent applet use. |
Font Size (O) |
Specifies the point size of the font that Siebel CRM uses. If you do not specify this property, then Siebel CRM uses the default font size that the object uses. For example, if a control uses a text style that does not specify font size, then Siebel CRM uses the font size that all controls in the parent applet use. This value must use an integer. |
Italic (O) |
If TRUE, then this text style uses Italic text. |
Name (R) |
Specifies the name of this text style. |
Underlined (O) |
If TRUE, then this text style uses underlined text. |
Toolbar Object Types
This topic describes the Toolbar object type and the object types that are children of this object type. It includes the following topics:
Toolbar
A toolbar defines a toolbar that the user can use in the client. Siebel CRM typically uses HTML toolbars where the buttons are static images and can be dimmed to indicate availability. Some applications, such as Siebel Call Center, use toolbar icons that Siebel CRM modifies in reply to an event, such as a blinking icon that indicates an incoming call. In this situation, Siebel CRM uses a Java toolbar.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Toolbar
The following table describes properties that Siebel CRM uses with a toolbar.
Table Properties of the Toolbar
Property | Description |
---|---|
Class (O) |
Specifies the name of the Java class that implements this toolbar. The value for this property is empty for an HTML toolbar. |
Client Restriction (O)(H) |
Specifies to display this toolbar only in the mobile client. |
Display Name (O) |
Specifies the display name that Siebel CRM uses for this toolbar. |
Name (R) |
Specifies the name of this toolbar that Siebel CRM displays in the list in the Toolbars tab of the Customize dialog box in the client. |
Popup Indicator Bitmap (O) |
Specifies the name of the bitmap icon that Siebel CRM displays in this toolbar. |
Toolbar Item
A toolbar item associates a command with a toolbar. This association places a toolbar icon on the toolbar. The toolbar item properties determine how Siebel CRM places icons on a toolbar and the order that it uses to place these icons. To override this configuration, the user can use the Customize dialog box in the client. Siebel CRM saves these modifications to a local preferences file.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Toolbar > Toolbar Item
The following table describes properties that Siebel CRM uses with a toolbar item.
Table Properties of the Toolbar Item
Property | Description |
---|---|
Command (R) |
Specifies the name of the command that specifies the bitmap, method, and target for this toolbar item. To insert a separator between icons, you can include one or more dashes (-) instead of the name of a command. |
Display Name (O) |
Specifies the text name that Siebel CRM displays for this toolbar item. For example, to represent advanced search, Siebel CRM displays the following text instead of a bitmap image: Advanced Search |
Group (O) |
Specifies the group name. If you specify the Group property, then Siebel CRM uses a radio button for each toolbar item that this group contains. The user can choose only one radio button at a time. |
HTML Attributes (O) |
Reserved for future use. |
HTML Type (O) |
Specifies the type of control that Siebel CRM displays in the toolbar for this toolbar item. |
HTML Width (O) |
Specifies the width of this toolbar item in pixels that Siebel CRM displays in the Siebel Web Client. |
HTML Width - Language Override (O) |
Specifies the width of this toolbar item in pixels that Siebel CRM displays in the Siebel Web Client if a language or locale is active. |
Name (R) |
Specifies the name of this toolbar item. |
Position (O) |
Specifies the position of this toolbar item. |
Position - Language Override (O) |
Specifies the position of this toolbar item if a language or locale is active. |
Target View Frame (O) |
Specifies the HTML page that Siebel CRM loads into the frame that this property specifies. |
Type (R) |
Specifies the toolbar item type. |
Width (R) |
Specifies the width of this toolbar item. |
Width - Language Override (O) |
Specifies the width of this toolbar item if a language or locale is active. |
Toolbar Item Locale
A toolbar item locale defines language overrides that Siebel CRM uses with a toolbar item.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Toolbar > Toolbar Item > Toolbar Item Locale
The following table describes properties that Siebel CRM uses with a toolbar item locale.
Table Properties of the Toolbar Item Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the text name that Siebel CRM displays for this toolbar item. For example, to represent advanced search, Siebel CRM displays the following text instead of a bitmap image: Advanced Search |
HTML Width (O) |
Specifies the width of this toolbar item in pixels that Siebel CRM displays in the Siebel Web Client. |
Name (O) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Position (O) |
Specifies the position of this toolbar item. |
Width (O) |
Specifies the width of this toolbar item. |
Toolbar Locale
A toolbar locale defines language overrides that Siebel CRM uses with a toolbar.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Toolbar > Toolbar Locale
The following table describes properties that Siebel CRM uses with a toolbar locale.
Table Properties of the Toolbar Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the text name that Siebel CRM displays for this toolbar. For example, to represent advanced search, Siebel CRM displays the following text instead of a bitmap image: Advanced Search |
Name (O) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Attribute
An attribute specifies a column that contains data. Siebel Enterprise Integration Manager (EIM) uses this object type. For more information, see Siebel Developer's Reference.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Attribute > Attribute
The following table describes properties that Siebel CRM uses with an attribute.
Table Properties of the Attribute
Property | Description |
---|---|
Category (S) |
Specifies the group for the object properties that Siebel CRM displays on a property sheet. This grouping helps the user to use a property sheet. |
Column Name (S) |
Specifies the name of the attribute column. |
Language Override Attribute (S) |
Specifies the order of attribute columns for a language or locale. |
Name (S) |
Specifies the name of an attribute column in the client. |
No Compile (S) |
You can use one of the following values:
|
Siebel Wins (S) |
Specifies the attribute value to use if a conflict occurs during an upgrade. You can use one of the following values:
For example, assume the value for the Search Specification property of the Action business component in an existing release is: [Type] <> 'Template' Assume you modify this value to the following: [Type] <> 'Template' AND [Type] <> 'ABC' In a new release, assume Oracle modifies this value to the following: [Type] <> 'Template' AND [Type] <> 'XYZ' If you upgrade Siebel CRM, then a conflict occurs and Siebel CRM uses a value according to the following value that the Siebel Wins property contains:
|
Translatable (S) |
Specifies one of the following values:
|
Type
A type sets the type for object types in a repository.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Type
The following table describes properties that Siebel CRM uses with a type.
Table Properties of the Type
Property | Description |
---|---|
Bitmap Category (S) |
Not used. |
Business Component (S) |
Specifies the name of a business component. |
Language Sub Type (S) |
Specifies the name of an object type for a locale. For example, an applet locale is associated with the Applet object property. |
Name (S) |
Specifies the name of this type. |
No Compile (S) |
If TRUE, and if you click Compile from the Tools menu in Siebel Tools, then Siebel Tools does not compile this type. |
Table Name (S) |
Specifies the name of a table. |
View Object Types
This topic describes the View object type and the object types that are children of this object type. It includes the following topics:
View
A view defines a visual representation of business object data.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > View
The following table describes properties that Siebel CRM uses with a view.
Table Properties of the View
Property | Description |
---|---|
Add To History (O) |
If TRUE, then specifies to include this view in the historical list of views that the user navigates during a session. To access this history, the user clicks the browser Back button. |
Admin Mode Flag (O) |
For more information, see Setting the Admin Mode Flag Property of a View |
Background Bitmap (O)(H) |
Specifies the bitmap that Siebel CRM uses as the background for this view. |
Bitmap Category (O)(H) |
Not used. |
Business Object (R) |
Specifies the name of the business object that this view references. |
Container Web Page (O)(H) |
Specifies the container page to that contains this view. If this property includes a value, then it overrides the value in the Container Web Page property of an application. |
Default Applet Focus |
Specifies the applet that Siebel CRM highlights the first time it displays this view. If this property is empty, then it highlights the first applet that it displays in this view, starting at the upper left corner of this view. |
Disable PDQ |
If TRUE, then Siebel CRM does not allow the user to create a default predefined query (PDQ). |
Drop Sectors (R)(H) |
Specifies the pair of sectors that Siebel CRM drops in six sector mode for any resolution that is less than 1024 by 768. You can use one of the following values:
|
Explicit Logon (O) |
If TRUE, then the user must explicitly log in through the logon Web page to view this view. |
Help Identifier (O) |
Specifies a topic name for context-sensitive help. This name is a string that includes all uppercase characters and no empty space. For example: ID_VIEW_OPPORTUNITY_LIST |
HTML Bitmap (O) |
Specifies the icon that Siebel CRM displays as a link to this view. |
HTML Popup Dimension (O) |
Specifies the dimensions of the pop-up window, in pixels. The value for this property must include a lowercase x and no spaces. For example: 640x480 |
Name (R) |
Specifies the name of this view. Objects use this name to reference this view. |
No Borders (O)(H) |
If TRUE, then Siebel CRM does not display borders around the applets that this view displays. |
Sector0 Applet (R)(H) |
Specifies the applet that Siebel CRM displays in sector 0 of this view. |
Sector1 Applet (R)(H) |
Specifies the applet that Siebel CRM displays in sector 1 of this view. |
Sector2 Applet (R)(H) |
Specifies the applet that Siebel CRM displays in sector 2 of this view. |
Sector3 Applet (R)(H) |
Specifies the applet that Siebel CRM displays in sector 3 of this view. |
Sector4 Applet (R)(H) |
Specifies the applet that Siebel CRM displays in sector 4 of this view. |
Sector5 Applet (R)(H) |
Specifies the applet that Siebel CRM displays in sector 5 of this view. |
Sector6 Applet (R)(H) |
Specifies the applet that Siebel CRM displays in sector 6 of this view. |
Sector7 Applet (R)(H) |
Specifies the applet that Siebel CRM displays in sector 7 of this view. |
Secure (O) |
If TRUE, then the Siebel Web Engine does the following:
The browser and the Web server handle HTTPS. The Siebel Web Engine only specifies to use HTTPS for a view. You must make sure HTTPS is enabled on any server that Siebel CRM expects to provide a secure view. |
Status Text (O)(H) |
Not used. |
Task |
Specifies the default task that this view uses. |
Text Style (O)(H) |
Specifies the text style that Siebel CRM uses by default for all controls in the applets that this view uses. Siebel CRM uses this text style only if the control or applet does not explicitly specify a text style. |
Thread Applet (O) |
Specifies the name of an applet. A field in this applet provides the data that Siebel CRM uses as part of the thread title. The Thread Field property identifies this field. |
Thread Field (O) |
Specifies the name of the field of the thread applet. This field provides the data that Siebel CRM uses as part of the thread title. |
Thread Title (O) |
Specifies the text that Siebel CRM uses for the thread title label. |
Title (O) |
Specifies the browser history that Siebel CRM uses to display the names of views that the user has accessed. Siebel CRM uses this history if the user clicks the browser Back or Forward button. |
Vertical Line Position (O)(H) |
Specifies the position that Siebel CRM uses when it displays a dividing line between applets in sectors 0 to 3 and applets in sectors 4 to 7. The Vertical Line Position property can include a value between 0 and 12, where:
The default value is 6. This property is useful for a view that contains a tree applet that must occupy only about one-third of the width of the area that the user can view. In this situation, it is recommended that you set the Vertical Line Position property to a value of 4 through 8. If you do not, then Siebel CRM might stretch or compress an applet to such an extent that it is difficult to view. |
Visibility Applet (O) |
Specifies the applet in this view that controls visibility. Typically this applet is one of the following:
You must set the Visibility Applet property to the master applet of this view. For more information, see Setting the Visibility Applet Properties of a View. |
Visibility Applet Type (O) |
Specifies the visibility mode that Siebel CRM applies to the applet that the Visibility Applet property specifies. The Applet Visibility Type property of the view Web template overrides the Visibility Applet Type property. For more information, see Setting the Visibility Applet Properties of a View. |
Setting the Admin Mode Flag Property of a View
The Account Administration view, Opportunity Administration view, and Product Administration view are examples of Admin mode views. If the Admin Mode Flag Property is TRUE, then Siebel CRM uses this view in Admin mode. It does the following:
Ignores any insert or update visibility rules that exist for this view. You set the Admin Mode Flag to TRUE only for an administrative view.
If pop-up visibility is set for the business component that provides data to this view, then Siebel CRM uses this pop-up visibility.
Ignores the visibility type for the business component unless this type is Organization.
Ignores any no insert, no merge, and no update settings that exist on a business component that provides data to this view. Admin mode does not affect these restrictions that are set on the applet or if the Read Only property of a field is TRUE.
Allows the user to display every record, even if no primary team member is set for a record. This visibility is different from All visibility where Siebel CRM only displays records that include a primary team member.
If the Admin Mode property is TRUE, then a conflict might occur in the following situations:
Visibility is configured on a multivalue link or multivalue field on the business component that provides data to this view.
The Force Active property is set on this business component or on this multivalue field.
Setting the Visibility Applet Properties of a View
If the user uses the Show drop-down list to navigate between views, and if the settings for the Visibility Applet property and the Visibility Applet Type property are different between these views, and if the configuration of the business components and the search specifications is consistent between these views, then Siebel CRM keeps the query context and record focus from the previous view.
If the user uses the Site Map or the Screen Tabs to navigate between views, and if the settings for the Visibility Applet property and the Visibility Applet Type property are different between these views, then Siebel CRM applies the most restrictive visibility configuration. In this situation, it typically uses the Personal or Sales Rep visibility, depending on the visibility settings of the business component and the Thread Applet property of the view.
View Locale
A view locale defines language overrides that Siebel CRM uses with a view.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > View > View Locale
The following table describes properties that Siebel CRM uses with a view locale.
Table Properties of the View Locale
Property | Description |
---|---|
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Status Text (O) (H) |
Not used. |
Thread Title (O) |
Specifies the text that Siebel CRM displays as the thread title label. |
Title (O) |
Specifies the text string that Siebel CRM displays in the title bar. Siebel CRM applies a prefix to this title depending on the following settings in the application configuration file:
Siebel applications For example, If the value of the Title property is My Accounts, and if the prefix text is Siebel Sales, and if this view is active, then Siebel CRM displays the following text in the title bar: Siebel Sales - My Accounts |
View Task Group
A view task group lists task groups and child tasks in the Task Pane. For more information, see Siebel Business Process Framework: Task UI Guide.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > View > View Task Group
The following table describes properties that Siebel CRM uses with a view task group.
Table Properties of the View Task Group
Property | Description |
---|---|
Application |
Specifies the Siebel CRM application where Siebel CRM displays this task group. If empty, then Siebel CRM displays this task group for any application. |
Sequence |
Specifies the order that Siebel CRM uses to display task groups in the Task Pane. This value is a number. |
View Task Group Locale
A view task group locale defines language overrides that Siebel CRM uses with a view task group.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > View > View Task Group > View Task Group Locale
The following table describes properties that Siebel CRM uses with a view task group locale.
Table Properties of the View Task Group Locale
Property | Description |
---|---|
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Sequence (O) |
Specifies the name that Siebel CRM displays for a view task group for a language. |
Task Group |
Specifies the task group that Siebel CRM displays in the Task Pane for this view. |
View User Prop (H)
A view user prop sends a value to the C++ code that implements specialized view configuration. Siebel CRM persists the value that you configure for a user property in the Siebel runtime repository. For more information, see Object Types That You Must Not Modify.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > View > View User Prop
The following table describes properties that Siebel CRM uses with a view user prop.
Table Properties of the View User Prop
Property | Description |
---|---|
Name |
For Oracle use only. |
Value |
For Oracle use only. |
View Web Template
A view web template defines the layout of the applets in the view.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > View > View Web Template
The following table describes properties that Siebel CRM uses with a view web template.
Table Properties of the View Web Template
Property | Description |
---|---|
Name (R) |
Specifies the name of the view web template. |
User Layout (O) |
If TRUE, then the user can modify the layout in the view. |
Web Template (R) |
Specifies the web template that Siebel CRM uses to display the view. |
View Web Template Item
A view web template item maps applet controls to placeholder IDs in the web template.
Used by the Siebel Web Engine to map swe:applet tag to applets.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > View > View Web Template > View Web Template Item
The following table describes properties that Siebel CRM uses with a view web template item.
Table Properties of the View Web Template Item
Property | Description |
---|---|
Applet (R) |
Specifies the name of the applet that Siebel CRM maps to the ID. |
Applet Mode (O) |
Specifies the applet mode. You can use one of the following values:
|
Applet Visibility Type (O) |
Specifies the applet visibility. This property overrides the Visibility Applet Type property of the view. |
Display Size (O) |
Specifies to minimize or maximize the applet. If the Display Size property is Always Maximized, then the user cannot minimize the applet. Siebel CRM typically uses this property with an applet that it displays on a home page. |
Display Visibility (O) |
Specifies if the applet is visible or hidden. If the Display Visibility property is Always Show, then the user cannot hide the applet. Siebel CRM typically uses this property with an applet that it displays on a home page. |
Expression |
Specifies how to limit the way Siebel CRM displays a control in a Siebel CRM application. It is similar to a search specification or query condition. The Expression property is typically empty and Siebel CRM does limit how it displays the control. For more information, see the topic about application mappings in Configuring Siebel Business Applications. |
Item Identifier (R) |
Specifies the ID of the swe:applet tag in the Web Template. |
Item Identifier - Language Override (O) |
Specifies the ID of the swe:applet tag in the web template if a language or locale is active. |
Move Range (O) |
Specifies how far the user can move an applet. For example, assume the following:
In this situation, the user can do the following:
If the Move Range property is empty, then the user cannot move the applet. For example, the Move Range property that Siebel CRM uses for the salutation applet on the home page is typically empty. |
Name (R) |
Specifies the name of this view web template item. |
Namespace (O) |
Specifies the qualifier that Siebel CRM uses for the item identifier. For example, if the swe:applet tag that Siebel CRM uses for this mapping resides in a swe:idgroup tag, then the Namespace property specifies the ID of the idgroup tag. |
Namespace - Language Override (O) |
Specifies the qualifier for the item identifier if a language or locale is active. |
Position (O) |
Specifies the hierarchical relationship that Siebel CRM uses between the applets in the view. |
View Web Template Item Locale
A view web template item locale defines the language override that Siebel CRM uses with a view web template item.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > View > View Web Template > View Web Template Item > View Web Template Item Locale
The following table describes properties that Siebel CRM uses with a view web template item locale.
Table Properties of the View Web Template Item Locale
Property | Description |
---|---|
Item Identifier (O) |
Specifies the ID of the swe:applet tag in the web template. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. |
Namespace (O) |
Specifies the qualifier that Siebel CRM uses for the item identifier. For example, if the swe:applet tag that Siebel CRM uses for this mapping resides in a swe:idgroup tag, then the Namespace property specifies the ID of the idgroup tag. |
Web Page Object Types
This topic describes the Web Page object type and the object types that are children of this object type. It includes the following topics:
Web Page
A web page specifies the Web page that Siebel CRM uses as a container for a view.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Web Page
The following table describes properties that Siebel CRM uses with a web page.
Table Properties of the Web Page
Property | Description |
---|---|
Do Not Use Container (O) |
You can use one of the following values:
|
Name (R) |
Specifies the name of the web page. |
Title |
Not used. |
Web Template (R) |
Specifies the name of the web template that Siebel CRM associates with this Web page. |
Web Page Item
A web page item identifies the object that Siebel CRM displays on a web page. It is similar to a control in an applet but Siebel CRM uses it outside the context of an applet on a Web page. Siebel CRM maps a web page item to a swe:pageitem tag in the Web page.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Web Page > Web Page Item
The following table describes properties that Siebel CRM uses with a web page item.
Table Properties of the Web Page Item
Property | Description |
---|---|
Caption (O) |
Specifies the display name of this web page item. |
HTML Attributes (O) |
Specifies to add HTML tag attributes to the HTML tags that the client creates to display the web page item. |
Item Identifier (R) |
Specifies the ID of the swe:pageitem tag. |
Item Identifier - Language Override (O) |
Specifies the ID of the swe:pageitem tag if a language or locale is active. |
Method Invoked (O) |
Specifies the method that Siebel CRM calls. |
Name (R) |
Specifies the name of the web page item. |
Namespace (O) |
Specifies the qualifier that Siebel CRM uses for the item identifier. For example, if the swe:pageitem tag that Siebel CRM uses for this mapping resides in a swe:idgroup tag, then the Namespace property specifies the ID of the idgroup tag. |
Namespace - Language Override (O) |
Specifies the qualifier for the item identifier if a language or locale is active. |
Show Popup (O) |
You can use one of the following values:
|
Target View Frame (O) |
Specifies the HTML page that Siebel CRM loads into the frame that the Target View Frame property specifies. |
Type (R) |
Specifies how to display this web page item on the HTML page. |
Web Page Item Locale
A web page item locale defines language overrides that Siebel CRM uses with a web page item.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Web Page > Web Page Item > Web Page Item Locale
The following table describes properties that Siebel CRM uses with a web page item locale.
Table Properties of the Web Page Item Locale
Property | Description |
---|---|
Caption (O) |
Specifies the display name of this web page item. |
Item Identifier (O) |
Specifies the ID of the swe:pageitem tag. |
Name (R) |
Specifies the abbreviation for the language that the Siebel CRM application uses. For example: ENU |
Namespace (O) |
Specifies the qualifier that Siebel CRM uses for the item identifier. For example, if the swe:pageitem tag that Siebel CRM uses for this mapping resides in a swe:idgroup tag, then the Namespace property specifies the ID of the idgroup tag. |
Web Page Item Parameter
A web page item parameter varies depending on the web page item. For example, if the Method Invoked property of a web page item is GoToView, then the web page item parameter identifies a view and the value is the name of this view.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Web Page > Web Page Item > Web Page Item Parameter
The following table describes properties that Siebel CRM uses with a web page item parameter.
Table Properties of the Web Page Item Parameter
Property | Description |
---|---|
Name (R) |
Specifies the name of the web page item parameter. |
Value (R) |
Specifies the value of the web page item parameter. |
Web Page Locale (H)
A web page locale defines language overrides that Siebel CRM uses with a web page.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Web Page > Web Page Locale
The following table describes properties that Siebel CRM uses with a web page locale.
Table Properties of the Web Page Locale
Property | Description |
---|---|
Name (R) |
Specifies the name of the object. |
Title (O) |
Specifies the text that Siebel CRM uses for the title of the Web page for a language. |
Web Template
A web template defines a repository description that Siebel CRM uses for the Web template. Other objects that use a web template reference the web template name. Applets, views, and web pages are examples of these objects.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Web Template
The following table describes properties that Siebel CRM uses with a web template.
Table Properties of the Web Template
Property | Description |
---|---|
Name (R) |
Specifies the name of the web template. |
Type (R) |
Specifies the web template type. |
Workflow Policy Column Object Type
This topic describes the Workflow Policy Column object type.
Workflow Policy Column
A workflow policy column identifies a column that Siebel CRM monitors in the Siebel database or an extension column. It also specifies the picklist that Siebel CRM uses for this column. One or more workflow processes can use the same workflow policy column. It is recommended that you do not modify any property of a predefined workflow policy column. If your implementation requires customization, then you can add a new workflow policy column.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Column
The following table describes properties that Siebel CRM uses with a workflow policy column.
Table Properties of the Workflow Policy Column
Property | Description |
---|---|
Applet (O) |
Specifies the pick applet that Siebel CRM uses to display the picklist in the Workflow Policies view. |
Column Name (R) |
Specifies the name of a column from the picklist of columns that exist in the table that the Table Name property specifies. |
Name (R) |
Specifies the name of this workflow policy column. Siebel CRM displays this name in the Conditions list in the Workflow Policies view. |
PickList (O) |
Specifies the picklist that Siebel CRM displays in the Workflow Policy Detail view for this column. The user who creates the policy uses this picklist to choose the comparison value for this workflow policy column. For more information, see Configuring Siebel Business Applications. |
Source Field (O) |
Specifies the business component field of the picklist that provides the source for the comparison value. This is a field name that resides in the picklist that the PickList property specifies. |
Table Name (R) |
Specifies the name of the Siebel database table that contains this workflow policy column. |
Workflow Policy Object Types
This topic describes the Workflow Policy object type and the object types that are children of this object type. It includes the following topics:
Assignment Object
An assignment object does the following:
Specifies how to assign a business entity to a candidate
Specifies how to update Siebel CRM data to complete an assignment
Specifies other assignment arguments
A workflow policy object includes column mappings in child workflow policy components and grandchild workflow policy component columns. An assignment attribute column can specify these mappings. It does this to determine if a match exists between a candidate and a business entity. It also monitors values that Siebel CRM modifies so that Siebel CRM can do a dynamic assignment.
You must check in modifications you make. For more information, see Checking In Assignment Objects.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Object > Assignment Object
The following table describes properties that Siebel CRM uses with an assignment object. Siebel Tools uses different labels for some assignment object properties.It also includes only the label that displays in the Properties Window. For more information, see How Siebel Tools Uses Different Labels for Assignment Object Properties.
Table Properties of the Assignment Object
Property | Description |
---|---|
Add Team Members (O) |
You can use one of the following values:
|
Assignment Date Column (O) |
Specifies the datetime stamp Siebel CRM uses to indicate the last time it assigned a record. This property can contain only the following value: ASGN_DT |
Assignment Mode (O) |
Determines how Assignment Manager assigns an object according to organization or person. You can use one of the following values:
|
Assignment Scoring Mode (R) |
Specifies the mode that Siebel CRM uses to determine an assignment. You can use one of the following values:
|
Auto Reassign (R) |
You can use one of the following values:
If the Generate Triggers server component creates triggers for the active assignment policy, and if the Auto Reassign property is FALSE, then it does not create any triggers for the update. Assignment occurs only one time when Siebel CRM inserts the record. If you modify this property after you run a Generate Triggers server component job, then you must regenerate triggers. |
Calendar Activity Additional Fields (O) |
Specifies a string that Siebel CRM uses for an activity that it assigns according to availability. This string uses the following format: parent field, field 1, value1, field 2, value2
For example, you can specify the following fields for the Service Request object:
If the user creates a new activity, then Siebel CRM uses these field values for this new activity. For more information about assignments that Siebel CRM makes according to availability, see Siebel Assignment Manager Administration Guide. |
Calendar Create Activity (O) |
If Siebel CRM assigns an object according to availability, then you can use one of the following values:
Siebel CRM assigns an object differently depending on if the object is an activity:
|
Calendar Duration Column (O) |
Specifies the column in the assignment object primary table that references the object duration. If Siebel CRM assigns an object according to availability, then you must specify this property. |
Calendar Early Start Time Column (O) |
Specifies the column in the assignment object primary table that references the early start time of the object. This column contains the earliest date and time that an activity can start. The time range from Calendar Early Start Time to Calendar Start Time defines the time range that the activity can start. If you do not specify a value, then the activity can start any time before the value that the Calendar Start Time Column property contains. If Siebel CRM assigns an object according to availability, then you must specify this property. |
Calendar Start Time Column (O) |
Specifies the column in the assignment object primary table that references the start time of the object. This column contains the latest time that an activity can start. The time range from Calendar Early Start Time to Calendar Start Time defines the time range that the activity can start. If Siebel CRM assigns an object according to availability, then you must specify this property. |
Default Employee (O) |
Specifies the login ID of the default employee. Assignment Manager assigns this employee if a conflict occurs and it cannot choose the correct set of employees. A conflict occurs if no assignment rules match or if two rules qualify with the same score. If you do not specify this property, then Assignment Manager sets the owner Id field in the object row to No Match Row Id. |
Default Group (O) |
Not used. |
Default Org (O) |
Specifies the name of the default organization. Assignment Manager assigns this organization if a conflict occurs and it cannot choose the correct set of organizations. A conflict occurs if no assignment rules match or if two rules qualify with the same score. If you do not specify this property, then Assignment Manager sets the owner Id field in the object row to No Match Row Id. |
Default Position (O) |
Specifies the name of the default position. Assignment Manager assigns this position if a conflict occurs and it cannot choose the correct set of positions. A conflict occurs if no assignment rules match or if two rules qualify with the same score. If you do not specify this property, then Assignment Manager sets the owner Id field in the object row to No Match Row Id. |
Employee Column (O) |
Specifies the name of the column in the employee intersection table that references rows in the employee table (S_EMPLOYEE). If the Employee Table property is not empty, then this property is required. |
Employee Denorm Column (O) |
Specifies the name of a column in the employee intersection table. This column determines if the Assignment Manager can assign an employee in a denormalization program. |
Employee Key Column (O) |
Specifies the name of the column that contains the key values of the employees that Siebel CRM assigns to the team at runtime. If the UseKeyValue server component parameter is True, then the Employee Key Column is required. |
Employee Manual Column (O) |
Specifies the name of a column in the employee intersection table. This column determines if a user can manually assign an employee. |
Employee Primary Column (O) |
Specifies the name of a column in the primary table. This column contains the primary employee on a team or a single-owner employee. A single-owner employee is a type of assignment where Assignment Manager can assign only one candidate to an object. If you specify a value in the Employee Primary Column, and if you do not specify a value in the Employee Table, then Siebel CRM enables the assignment object for employees in the single-owner mode. If the assignment rule is a single-owner rule, or if the Set Primary Employee property is TRUE, then the Employee Primary Column property is required. |
Employee Primary Column List (O) |
Specifies a comma-separated list of column names in the employee intersection table that Assignment Manager must copy if Siebel CRM modifies the primary employee. To copy the old primary employee to the new primary employee, Assignment Manager copies values from these columns. |
Employee Primary Denorm Column (O) |
Specifies the name of a column in the primary table. This column determines if Assignment Manager can assign a primary employee in denormalization mode. If the assignment rule is a single-owner rule, or if the Set Primary Employee property is TRUE, then the Employee Primary Denorm Column property is required. |
Employee Primary Manual Column (O) |
Specifies the name of a column in the primary table. This column determines if a user can manually assign a primary employee. If the assignment rule is a single-owner rule, or if the Set Primary Employee property is TRUE, then the Employee Primary Manual Column property is required. |
Employee Primary System Column (O) |
Specifies the name of a column in the primary table. This column determines if Assignment Manager can assign a primary employee in denormalization mode. If the assignment rule is a single-owner rule, or if the Set Primary Employee property is TRUE, then the Employee Primary System Column property is required. |
Employee System Column (O) |
Specifies the name of a column in the employee intersection table. This column determines if Assignment Manager can assign an employee in non-Denormalization mode. If the Employee Table property is not empty, then the Employee System Column property is required. |
Employee Table (O) |
Specifies the name of the employee intersection table. If Assignment Manager can assign the assignment object to multiple employees, then this intersection table contains the set of employee IDs that it assigns to the assignment object IDs. If Assignment Manager assigns objects according to team, then the Employee Table property is required. |
Employee Team Score Column (O) |
Specifies the name of the column in the team table that contains scores for each member of an employee team. This property can reference any column that contains a number. |
Exclude Column (O) |
Specifies the name of the lock assignment column in the primary table, which is a column in the primary table of the assignment object that Siebel CRM can use to prevent Assignment Manager from processing some rows. Most of the assignment object tables include an ASGN_USR_EXCLD_FLG column. Siebel CRM displays this column in the client as a field named Lock Assignment for some objects. If Siebel CRM does not display this column for an assignment object, then you can query the Siebel database for the ASGN_USR_EXCLD_FLG column in the appropriate table. You typically set the value for this column through a business component, not through Assignment Manager. For example, if the user creates a new activity, then Siebel CRM automatically adds a check mark in the Lock Assignment checkbox for this activity. The user must remove this check mark before Siebel CRM can assign this activity. |
Group Column (R) |
Specifies the name of a row ID column in the rule intersection table that references rows in the assignment rule table (S_ASGN_GRP). This column provides a foreign key to the assignment rule table. This key uniquely identifies a rule for each relationship between an assignment entity and a rule. If the Rule Table property is not empty, then the Group Column property is required. |
Group Denorm Column (O) |
Specifies the name of a column in the rule intersection table. This column determines if Assignment Manager can use the assignment rule in denormalization mode. |
Group Manual Column (O) |
Specifies the name of a column in the rule intersection table. This column determines if a user can manually use the assignment rule. |
Group Primary Column (O) |
Specifies the name of a column in the primary table. This column contains the primary or single-owner rule. If the Set Primary Rule property is TRUE, then the Group Primary Column property is required. |
Group Primary Column List (O) |
Specifies a comma-separated list of column names in the rule intersection table that Assignment Manager copies if Siebel CRM modifies the primary rule. It copies values from these columns from the old primary rule to the new primary rule. |
Group Primary Denorm Column (O) |
Specifies the name of a column in the primary table. This column determines if Assignment Manager can use the primary rule in denormalization mode. If the assignment rule is a single-owner rule, or if the Set Primary Group property is TRUE, then the Group Primary Denorm Column property is required. |
Group Primary Manual Column (O) |
Specifies the name of a column in the primary table. This column determines if a user can manually use the primary rule. If the assignment rule is a single-owner rule, or if the Set Primary Group property is TRUE, then the Group Primary Manual Column property is required. |
Group Primary System Column (O) |
Specifies the name of a column in the primary table. This column determines if Assignment Manager can assign the primary rule in denormalization mode. If the assignment rule is a single-owner rule, or if the Set Primary Group property is TRUE, then the Group Primary System Column property is required. |
Group System Column (O) |
Specifies the name of a column in the rule intersection table. This column determines if Assignment Manager can assign the rule in denormalization mode. |
Group Table (O) |
Specifies the name of the rule intersection table. |
Ignore Assignment Attributes (R) |
You can use one of the following values:
|
Keep Creator (R) |
You can use one of the following values:
|
Keep Man Asgn Primary Employee (O) |
If Assignment Manager assigns an object according to team, then you can use one of the following values:
|
Keep Man Asgn Primary Group (O) |
If Assignment Manager assigns an object according to team, then you can use one of the following values:
|
Keep Man Asgn Primary Org (O) |
You can use one of the following values:
|
Keep Man Asgn Primary Position (O) |
If Assignment Manager assigns an object according to team, then you can use one of the following values:
|
Keep User Assigned (R) |
If Assignment Manager assigns an object according to a team, then you can use one of the following values:
To determine if a user manually assigned an object, Assignment Manager examines the value of the Team Manual Column property. |
Max Number Per Role (O) |
Not used. |
Name (R) |
Specifies the name of the assignment object. This property uniquely identifies the assignment object in the repository. It provides the name that Siebel CRM displays in the picklist and multivalue group applet for assignment rules in administration views. |
Org Column (R) |
Specifies the name of the column in the organization intersection table that references rows in the organization table. If the Org Table property is not empty, then the Org Column is required. |
Org Denorm Column (O) |
Specifies the name of a column in the organization intersection table. This column determines if Assignment Manager can assign an organization in denormalization mode. |
Org Key Column |
Specifies the name of a column. This column contains the key values of the organizations that Assignment Manager assigns to the team at runtime. If the UseKeyValue server component parameter is True, then the Org Key Column property is required. |
Org Manual Column (O) |
Specifies the name of a column in the organization intersection table. This column specifies if the user can manually assign an organization. |
Org Primary Column (O) |
Specifies the name of a column in the primary table. This column contains the primary organization for a team or a single-owner organization. If you specify a value in the Org Primary Column property, and if you do not specify a value in the Org Table property, then Siebel CRM enables the assignment object for organizations that Assignment Manager assigns in single-owner mode. If the assignment rule is a single-owner rule, or if the Set Primary Org property is TRUE, then the Org Primary Column property is required. |
Org Primary Column List (O) |
Specifies a comma-separated list of column names in the organization intersection table. If Siebel CRM modifies the primary organization, then Assignment Manager copies values from these columns from the old primary organization to the new primary organization. |
Org Primary Denorm Column (O) |
Specifies the name of a column in the primary table. This column determines if Assignment Manager can assign the primary organization in denormalization mode. If the assignment rule is a single-owner rule, or if the Set Primary Org property is TRUE, then the Org Primary Denorm Column property is required. |
Org Primary Manual Column (O) |
Specifies the name of a column in the primary table. This column determines if the user can manually assign the primary organization. If the assignment rule is a single-owner rule, or if the Set Primary Org property is TRUE, then the Org Primary Manual Column property is required. |
Org Primary System Column (O) |
Specifies the name of a column in the primary table. This column determines if Assignment Manager can assign the primary organization in denormalization mode. If the assignment rule is a single-owner rule, or if the Org Primary System Column property is TRUE, then the Org Primary Manual Column property is required. |
Org System Column (O) |
Specifies the name of a column in the organization intersection table. This column determines if a user can manually assign an organization. |
Org Table (O) |
Specifies the name of the organization intersection table. If Assignment Manager can assign the assignment object to multiple organizations, then this intersection table contains the set of organization IDs that it assigns to assignment object IDs. If Assignment Manager assigns objects according to team, then the Org Table property is required. |
Org Team Score Column (O) |
Specifies the name of a column in the team table. This column contains scores for each member of an organization team. This property can reference any column that can contain a number. |
Position Column (R) |
Specifies the name of a column in the position intersection table. This column references rows in the position table (S_POSTN). If the Position Table property is not empty, then the Position Column property is required. |
Position Denorm Column (O) |
Specifies the name of a column in the position intersection table. This column determines if the denorm program can assign a position. If the Position Table property is not empty, then the Position Denorm Column property is required. |
Position Key Column |
Specifies the name of a column. This column contains the key values of the employees that Assignment Manager assigns to the team at runtime. If the UseKeyValue server component parameter is True, then the Position Key Column property is required. |
Position Manual Column (O) |
Specifies the name of a column in the position intersection table. This column determines if the user can manually assign a position. If the Position Table property is not empty, then the Position Manual Column property is required. |
Position Primary Column (O) |
Specifies the name of a column in the primary table. This column contains the primary position for teams or it contains a single-owner position. If the assignment rule is a single-position rule, or if the Set Primary Position property is TRUE, then the Position Primary Column property is required. |
Position Primary Column List (O) |
Specifies a comma-separated list of column names in the position intersection table. If Siebel CRM modifies the primary position, then Assignment Manager copies values from these columns from the old primary position to the new primary position. |
Position Primary Denorm Column (O) |
Specifies the name of a column in the primary table. This column determines if the denorm program assigns the primary position. If the assignment rule is a single-position rule, or if the Set Primary Position property is TRUE, then the Position Primary Denorm Column property is required. |
Position Primary Manual Column (O) |
Specifies the name of a column in the primary table. This column determines if the user can manually assign a primary position. If the assignment rule is a single-position rule, or if the Set Primary Position property is TRUE, then the Position Primary Manual Column property is required. |
Position Primary System Column (O) |
Specifies the name of a column in the primary table. This column determines if Siebel CRM assigns the primary position. If the assignment rule is a single-position rule, or if the Set Primary Position property is TRUE, then the Position Primary System Column property is required. |
Position System Column (O) |
Specifies the name of a column in the position intersection table. This column determines if Siebel CRM assigns a position. This property is required if the Position Table property is not empty. |
Position Table (O) |
Specifies the name of the position intersection table. If Assignment Manager can assign the assignment object to multiple positions, then this intersection table column contains the set of position IDs that it assigns to the assignment object IDs. If Assignment Manager assigns objects according to a team, then the Position Table property is required. |
Position Team Score Column (O) |
Specifies the name of a column in the team table. This column contains scores for each member of a position team. This property can reference any column that can contain a number. |
Primary Table (R) |
Specifies the name of a primary table. The business component references this table. For example, S_ORG_EXT is the primary table for the Account assignment object. |
Set Primary Employee (O) |
Specifies the primary employee. This employee is typically the employee who possesses the highest score in the assignment rule that possesses the highest score. You can use one of the following values:
|
Set Primary Group (O) |
Specifies the primary assignment rule. This rule is typically the rule that possesses the highest score in the assignment rule. You can use one of the following values:
|
Set Primary Org (O) |
Specifies the primary organization rule. This organization is typically the organization that possesses the highest score in the assignment rule. You can use one of the following values:
|
Set Primary Position (O) |
Specifies the primary position. This position is typically the position that possesses the highest score in the assignment rule. You can use one of the following values:
|
Skill Item Table (O) |
Specifies the name of the skill item table that contains skills for the assignment object. This table must be a child table of the table that the Skill Table property specifies. The Skill Id column is a foreign key column to the skill table. |
Skill Table (O) |
Specifies the name of the table that contains skills for an assignment object. |
Team |
You can use one of the following values:
Siebel CRM uses this property for dynamic candidates. |
How Siebel Tools Uses Different Labels for Assignment Object Properties
The following table describes how the labels that Siebel Tools displays in the Properties Window are different from the labels that it displays for the same property in the Object List Editor.
Table How Siebel Tools Uses Different Labels for Assignment Object Properties
Label in the Properties Window | Label in the Object List Editor |
---|---|
Add Team Members |
Replace Team Members |
Default Org |
Default Organization |
Employee Denorm Column |
Employee Team Denorm Column |
Employee Manual Column |
Employee Team Manual Column |
Employee Primary Column List |
Employee Team Copy Columns |
Employee System Column |
Employee Team System Column |
Exclude Column |
Lock Assignment Column |
Group Column |
Rule Column |
Group Denorm Column |
Rule Team Denorm Column |
Group Manual Column |
Rule Team Manual Column |
Group Primary Column |
Rule Primary Column |
Group Primary Column List |
Rule Team Copy Columns |
Group Primary Denorm Column |
Rule Primary Denorm Column |
Group Primary Manual Column |
Rule Primary Manual Column |
Group Primary System Column |
Rule Primary System Column |
Group System Column |
Rule Team System Column |
Group Table |
Rule Table |
Ignore Assignment Attributes |
Ignore Extra Attributes |
Keep Man Asgn Primary Employee |
Keep Manual Primary Employee |
Keep Man Asgn Primary Group |
Keep Manual Primary Rule |
Keep Man Asgn Primary Position |
Keep Manual Primary Position |
Keep User Assigned |
Keep Manual Assigned |
Org Column |
Organization Column |
Org Table |
Organization Table |
Position Denorm Column |
Position Team Denorm Column |
Position Manual Column |
Position Team Manual Column |
Position Primary Column List |
Position Team Copy Columns |
Position System Column |
Position Team System Column |
Set Primary Group |
Set Primary Rule |
Assignment Object Extension
An assignment object extension identifies the columns that Siebel CRM uses to determine the following items:
Candidates it adds or drops
Tables it uses for reporting
Column it uses as the key column
Columns it use for the position, employee, or organization
An assignment object extension contains the results tables. It does this only if Siebel CRM runs in reporting mode.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Object > Assignment Object Extension
The following table describes properties that Siebel CRM uses with an assignment object extension.
Table Properties of the Assignment Object Extension
Property | Description |
---|---|
Employee Reporting Column (O) |
Specifies the name of the column in the employee reporting intersection table that references rows in the employee table. If the Employee Table property is not empty then the Employee Reporting Column property is required. |
Employee Reporting Deletion Column |
Specifies the column that contains data about the employees that Siebel CRM removes from a team. This property applies only in snapshot mode or delta reporting mode. |
Employee Reporting Insertion Column |
Specifies the column that contains data about the employees that Siebel CRM adds to a team. This property applies only in snapshot mode or delta reporting mode. |
Employee Reporting Key Column (O) |
Specifies the column that contains the key values of the employees that Siebel CRM assigns to a team at runtime. If the UseKeyValue server component parameter is TRUE, then the Employee Reporting Key Column property is required. |
Employee Reporting Table (O) |
Specifies the name of the employee reporting intersection table. If Siebel CRM can assign the assignment object to multiple employees, then this intersection table contains the set of employee IDs that it assigns to the assignment object IDs. |
Name (R) |
Specifies the name of the assignment object extension. This name must match the name of the assignment object. |
Org Reporting Column (O) |
Specifies the column in the organization reporting intersection table that references rows in the organization table. If the Organization Table property is not empty, then the Org Reporting Column property is required. |
Org Reporting Deletion Column |
Specifies the column that Siebel CRM uses to save data about the organizations that it removes from a team. This property applies only in snapshot mode or delta reporting mode. |
Org Reporting Insertion Column |
Specifies the column that contains data about organizations that Siebel CRM adds to a team. This property applies only in snapshot mode or delta reporting mode. |
Org Reporting Key Column (O) |
Specifies the column that contains the key values of the organizations that Siebel CRM assigns to a team at runtime. If you specify this property, then you must set the UseKeyValue server component parameter to True. |
Org Reporting Table (O) |
Specifies the name of the organization reporting intersection table. If Siebel CRM can assign the assignment object to multiple organizations, then this intersection table contains the set of organization IDs that it assigns to the assignment object IDs. |
Position Reporting Column (O) |
Specifies the column in the position reporting intersection table that references rows in the position table. If the Position Table property is not empty, then the Position Reporting Column property is required. |
Position Reporting Deletion Column |
Specifies the column that identifies the positions that Siebel CRM removes from a team. This property applies only in snapshot mode or delta reporting mode. |
Position Reporting Insertion Column |
Specifies the column that Marks the positions that are added to the team. This property applies only in snapshot mode or delta reporting mode. |
Position Reporting Key Column (O) |
Specifies the column that contains the key values of the positions that Siebel CRM assigns to a team at runtime. If you specify this property, then you must set the UseKeyValue server component parameter to True. |
Position Reporting Table (O) |
Specifies the name of the position reporting intersection table. If Siebel CRM can assign the assignment object to multiple positions, then this intersection table contains the set of position IDs that it assigns to the assignment object IDs. |
Assignment User Prop
An assignment user prop sends a property value to the C++ code that implements specialized configuration. Siebel CRM persists the value that you configure for a user property in the Siebel runtime repository.
You can use the following types of assignment user properties:
PositionTeamDenormN, where N is any number. If Siebel CRM replaces one position with another position from the same rule, then you can use a PositionTeamDenormN property to copy additional columns. For example, you must replace an existing sales representative on an account team with another representative. For more information, see the topic about configuring an assignment object to copy additional columns to the team table in Siebel Assignment Manager Administration Guide.
User properties for assignment according to availability. For more information, see Siebel Assignment Manager Administration Guide.
A Column user property takes precedence over a corresponding Value user property. For example, if you define a Breakable Flag Column user property and a Breakable Flag Value user property, then the Breakable Flag Column user property takes precedence. Assignment Manager uses the following order of precedence:
Column user property
Value user property
Calendar Activity Additional Fields property
For more information, see Object Types That You Must Not Modify.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Object > Assignment Object > Assignment User Prop
The following table describes properties that Siebel CRM uses with an assignment user prop.
Table Properties of the Assignment User Prop
Property | Description |
---|---|
Name |
Specifies the name of the user property. |
Value (R) |
Specifies the value of the user property. |
Dynamic Candidate (H)
A dynamic candidate defines employee, position, and organization candidates for an assignment rule that Siebel CRM dynamically specifies from an attribute on the object.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Object > Assignment Object > Dynamic Candidate
The following table describes properties that Siebel CRM uses with a dynamic candidate.
Table Properties of the Dynamic Candidate
Property | Description |
---|---|
Attribute Id Column |
Not used. |
Attribute Table |
Not used. |
Display Name (O) |
Specifies the display name for the dynamic candidate. The symbolic string must be created before setting the display name. |
Name |
Specifies the name for this object. |
Object Id Column |
Not used. |
Score Column |
Not used. |
Team Table |
Not used. |
Team Table Attribute Id Column |
Not used. |
Team Table Candidate Id Column |
Not used. |
Team Type |
Specifies the candidate team to use employee, organization, or position. |
Dynamic Candidate Attribute (H)
A dynamic candidate attribute applies to Siebel CRM versions earlier than version 7.8. For version 7.8 and later, see Dynamic Candidate Component (H) and Dynamic Candidate Component Col (H).
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Assignment Object > Dynamic Candidate (H) > Dynamic Candidate Attribute
The following table describes properties that Siebel CRM uses with a dynamic candidate attribute.
Table Properties of the Dynamic Candidate Attribute
Property | Description |
---|---|
Assignment Criterion |
Not used. |
Team Attribute Column |
Not used. |
Dynamic Candidate Component (H)
A dynamic candidate component defines a list of joins from the assignment object to the candidate table.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Object > Assignment Object > Dynamic Candidate (H) > Dynamic Candidate Component
The following table describes properties that Siebel CRM uses with a dynamic candidate component.
Table Properties of the Dynamic Candidate Component
Property | Description |
---|---|
Additional Join Spec |
Specifies an additional join. |
Candidate Id Column |
Specifies the column in the Team table that contains the Id of the candidate employee, position, or organization. |
Candidate Table |
Specifies to use the name of the source table that occurs at the last level of a join. If Candidate Table is TRUE, then the Candidate Id Column property is required. This property was named Team Table in Siebel CRM versions prior to version 7.8. |
Primary |
This property can include one of the following values:
|
Score Column |
Specifies the column in the Team table that contains the scores of the candidates. |
Source Column Name (R) |
Specifies the column in the source table that relates to another dynamic candidate component. |
Source Table Name (R) |
Specifies the table that the dynamic candidate component references. |
Target Column Name |
Specifies the column in the target component that maintains a relationship with the column in the source column of the source table for this record. When Siebel CRM creates the SQL code, the inner join source table that the source column references on the source table equals the target column of the source table from the target component. |
Target Component Name |
Specifies the target dynamic candidate component that joins to the source table in this dynamic candidate component. |
Dynamic Candidate Component Col (H)
A dynamic candidate component col maps columns in a source table at a level in a join to an assignment according to team criterion.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Object > Assignment Object > Dynamic Candidate (H) > Dynamic Candidate Component (H) > Dynamic Candidate Component Col
The following table describes properties that Siebel CRM uses with a dynamic candidate component col.
Table Properties of the Dynamic Candidate Component Col
Property | Description |
---|---|
Assignment Criteria Attribute Name |
Specifies the name of the assignment criteria attribute that Siebel CRM compares to the value in the Attribute Column Name property. |
Assignment Criteria Name |
Specifies the name of the assignment criteria. If you set the Assignment Criteria Attribute Name property, then Siebel CRM automatically populates the Assignment Criteria Name property. |
Attribute Column Name (R) |
Specifies the name of the column in the source table. |
Copy Column Name |
Specifies the name of the column stamped on the team table if working in operational mode. |
Reporting Copy Column Name |
Specifies the name of the column stamped on the name reporting table if working in reporting mode. |
Dynamic Candidate Locale (H)
A dynamic candidate locale defines language overrides that Siebel CRM uses with a dynamic candidate.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Object > Assignment Object > Dynamic Candidate (H) > Dynamic Candidate Locale
The following table describes properties that Siebel CRM uses with a dynamic candidate locale.
Table Properties of the Dynamic Candidate Locale
Property | Description |
---|---|
Display Name (O) |
Specifies the display name for the dynamic candidate locale object. |
Dynamic Drilldown Destination
A dynamic drilldown destination configures dynamic drilldown configuration for a drilldown field and the corresponding list column or control.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Applet > Drilldown Object > Dynamic Drilldown Destination
The following table describes properties that Siebel CRM uses with a dynamic drilldown destination.
Table Properties of the Dynamic Drilldown Destination
Property | Description |
---|---|
Destination Drilldown Object (O) |
Specifies the name of the drilldown object in the same applet that the drilldown displays if the field specified in the Field property matches the value specified in the Value property. |
Field (O) |
Specifies the Type field in the business component that the applet references. Siebel CRM examines this field in the current record to determine if the value that it contains matches the setting in the Value property of the dynamic drilldown destination. If the value matches, then the drilldown displays the drilldown object that the Destination Drilldown Object property specifies. |
Name (R) |
Specifies a name that uniquely identifies each dynamic drilldown destination object definition in the parent drilldown object. |
Sequence (O) |
Specifies the order that Siebel CRM uses to search for the children of one drilldown object. It performs this search from lowest to highest according to the integer value that this property contains. |
Value (O) |
Specifies the value that Siebel CRM must match with the Type field. |
Differences Between Static and Dynamic Drilldowns
The drilldown object definition in a static drilldown or a dynamic drilldown identifies a drilldown field and a view. These properties specify the list column or control that includes drilldown capabilities and the destination view if the user clicks the drilldown. In a dynamic drilldown, the drilldown object also includes dynamic drilldown destination object definitions. Each of these definitions references the Type field in the business component and specifies a value that Siebel CRM uses to examine the value in this field. If Siebel CRM finds a match in a dynamic drilldown destination, then it uses a different drilldown object that typically resides in a different destination view.
To use a dynamic drilldown, the user must be assigned a responsibility that allows this user to view the default drilldown. For example, assume Applet A on View B uses a dynamic drilldown and that View C is the default view for this drilldown. To make sure this drilldown works property, the user must be assigned a responsibility that allows the user to use View B and View C.
Workflow Policy Component
A workflow policy component identifies a database table and specifies a relationship with another table that the workflow process references. A primary workflow policy component is a workflow policy component that all other workflow policy components directly or indirectly reference. To define the workflow conditions that are available for monitoring in the workflow policy object, you can use these workflow policy components.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Object > Workflow Policy Component
The following table describes properties that Siebel CRM uses with a workflow policy component.
Table Properties of the Workflow Policy Component
Property | Description |
---|---|
Join Spec (O) |
Specifies a join between this workflow policy component and the target workflow policy component. If the existing join references an intersection table that would result in Siebel CRM returning multiple rows, then you specify the Join Spec property. The join that the Join Spec property references restricts the join so that Siebel CRM returns only one row at a time. The expression that the Join Spec property contains is equivalent to an additional WHERE clause in SQL. It uses the following format: workflow_component.foreign_key =
business_component.primary_key
For example, the following join specification occurs in the Primary Opportunity/Position workflow policy component in the Opportunity workflow process: [Primary Opportunity/Position].OPTY_ID =
[Opportunity].ROW_ID
You must enclose the component name with square brackets. |
Name (R) |
Specifies the name of this workflow policy component. |
Primary (O) |
If TRUE, then this workflow policy component is the primary workflow policy component for the parent workflow policy object. Each workflow policy object must include one and only one primary workflow policy component. For example, the Primary property of the Account workflow policy component of the predefined Account workflow policy object is TRUE. This configuration defines the Account workflow policy component as the primary. Other workflow policy components in the Account workflow policy object are not primary workflow policy components. |
Source Column Name (O) |
Specifies the column in the source table that another workflow policy component references. The drop-down list for this property displays columns from the table that the Source Table Name property specifies. |
Source Table Name (R) |
Specifies the table that this workflow policy component references. |
Target Column Name (O) |
Specifies the column in the target workflow policy component that Siebel CRM joins to the source column in this workflow policy component. The drop-down list for this property displays columns of the table that the target workflow policy component specifies. |
Target Component Name (O) |
Specifies the target workflow policy component. The drop-down list for this property displays a list of workflow policy components for the current workflow policy object. |
Workflow Policy Component Col
A workflow policy component col identifies a column that Siebel CRM can monitor from the parent workflow policy component.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Object > Workflow Policy Component > Workflow Policy Component Col
The following table describes properties that Siebel CRM uses with a workflow policy component col.
Table Properties of the Workflow Policy Component Col
Property | Description |
---|---|
Alias |
Specifies the name of the column that Siebel CRM displays in the Conditions Field picklist in the Workflow Policies view. |
Name (R) |
Specifies the name of the workflow policy component col that Siebel CRM displays in the Conditions applet in the Workflow Policy Detail view. This property defaults to the same value that the Workflow Column Name property contains. |
Workflow Column Name (R) |
Specifies the name of the column that Siebel CRM monitors in the workflow policy component. This name must specify the object definition of an existing workflow policy column. |
Workflow Object Name (R) |
Specifies the name of the workflow policy object for this workflow policy component col. |
Workflow Policy Object
A workflow policy object groups workflow policy component objects and workflow policy component columns that Siebel CRM can monitor in the same workflow policy object.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Object
The following table describes properties that Siebel CRM uses with a workflow policy object.
Table Properties of the Workflow Policy Object
Property | Description |
---|---|
Name (R) |
Specifies the name of this workflow policy object. |
Workflow Policy Program Object Types
This topic describes the Workflow Policy Program object type and the object types that are children of this object type. It includes the following topics:
Workflow Policy Program
A workflow policy program specifies the name and type of a workflow policy program or action that Siebel CRM can use in reply to meeting a workflow policy condition. Siebel CRM displays the workflow policy programs in the drop-down list of the Actions Applet field in the Workflow Policy Detail view. You can use predefined workflow policy programs that already configure variables except for the message text, or you can create a custom workflow policy program.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Program
The following table describes properties that Siebel CRM uses with a workflow policy program.
Table Properties of the Workflow Policy Program
Property | Description |
---|---|
Name (R) |
Specifies the name of the action that Siebel CRM performs. |
Type (R) |
Specifies one of the following types of actions:
In some situations, if Siebel CRM modifies data, then it must also modify some other data. To configure this data dependency, you can do one of the following:
It is recommended that you use this database operation only if this data dependency affects database records instead of business components. For example, if Siebel CRM must update one database record if it inserts another database record regardless of the business components that reference these database records, or if no business component references these records. |
Workflow Object (O) |
Specifies the name of the workflow policy object. |
Setting the DB Operation
In some situations, if Siebel CRM modifies data, then it must also modify some other data. Siebel CRM typically implements this data dependency at the Object Manager layer through business components and run-time events. Database operations that workflow policies run provide an alternative that works at the Siebel database record level.
It is recommended that you configure Siebel CRM to use DB Operation only if the data dependency is centered around database records rather than business components. For example, if Siebel CRM must update one database record if it inserts another database record, then you can use DB Operation regardless of the business components that the two database records belong to, or whether the two database records belong to a business component at all.
Using Variables In a Message
To make content more specific, you can use variables in the messages. This configuration also allows you to use the same message for more than one workflow policy object. For example:
The severity level for SR from account is value and has been open for 2 hours.
Workflow Policy Program Arg
A workflow policy program arg defines recipients, database actions, and substitutions. Each workflow policy program typically contains several workflow policy program arguments.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Policy Program > Workflow Policy Program Arg
The following table describes properties that Siebel CRM uses with a workflow policy program arg.
Table Properties of the Workflow Policy Program Arg
Property | Description |
---|---|
Applet (O) |
Specifies the picklist applet. |
Default Value (O) |
Specifies a text value. This text depends on the type of workflow policy program arg. For example, an SQL statement, the text of a message, or the email address of a recipient. The maximum length is 2000 characters.
Caution: Siebel CRM does not allow some kinds of text in the Default Value property of a workflow policy program arg. You must not include trailing spaces, newline, or escape characters. Using these characters might cause problems, such as a Workflow Monitor Agent failure at run time. You must create or modify a workflow policy program arg only with caution. For more information, see
Siebel Business Process Framework: Workflow Guide.
|
Name (R) |
For more information, see Setting the Name Property of a Workflow Policy Program Arg. |
Picklist (O) |
Specifies the object definition of a picklist. |
Required (O) |
If TRUE, then data entry is required. |
Source Field (O) |
Specifies the picklist source field. |
Visible (O) |
If TRUE, then Siebel CRM displays the data that this argument provides. |
Setting the Default Value Property of a Workflow Policy Program Arg
To run a workflow policy program, the Siebel Server retrieves data from the Siebel database through an ODBC connection. The ODBC driver returns a date format that might be different from the format that the Siebel database uses. If you set the Default Value property of a workflow policy program arg, and if this workflow policy program arg references a time or date field, then you must use one of the following formats. This configuration makes sure the date formats are compatible:
Date Column: 2001-03-16
Time Column: 19:26:26
Date and Time Column: 2001-04-05 21:25:00
Setting the Name Property of a Workflow Policy Program Arg
To familiarize yourself with how Siebel CRM uses a workflow policy program argument, you can examine some of the predefined arguments. For example, in the Workflow Policy Programs list, you can query the Name property for Run External Program. This topic describes some of the workflow policy program arguments that this object references. Note the following:
You enter the value manually in the Name property of the workflow policy program arg.
If you run a database operation with Insert as the Operation Type, then you can choose a Default Value, New Row ID that provides the value for the ROW_Id field for the inserted row.
The following table describes values for workflow policy program arguments that are common to a workflow policy program.
Table Arguments in the Name Property of the Workflow Policy Program Arguments List
Argument | Description | Value You Can Enter |
---|---|---|
Primary Id |
Specifies the row ID of the violating row on which the workflow policy program runs. |
Empty. |
Primary Table |
Specifies the base table where this workflow policy program arg applies an action. The base table can be unrelated to ‘the record of the primary ID. For example, the violating row resides in a child table and Siebel CRM must insert or update a record in the parent table. It can also update a table that is not related to the primary ID table. For example, to create a broadcast message when a monitored value in the opportunity becomes true. |
The name of a table in the repository, as compared to the business object that a workflow process references. Siebel CRM uses the business object that a workflow process references to monitor values but not to code an action program. |
Update Row ID |
Specifies the row ID of a table other than the primary table of the workflow policy object. You can configure Siebel CRM to associate a workflow policy action with a workflow policy object that updates a table. Siebel CRM uses the Update Row ID property only if the Operation Type is set to Update. |
The row ID that Siebel CRM must update. |
Operation Type |
Specifies to perform an update operation or insert operation. |
You can use one of the following values:
|
Field Name |
Specifies the Name of the column in the base table that this operation updates. This value is one of two field column pairs. |
You can use one of the following values:
|
New Row ID |
Specifies the row ID of the row that Siebel CRM must insert. Siebel CRM automatically populate this property with this row ID. |
Empty. |
Field Name (Column) |
Specifies the field name using the following format: Field_nameColumn
where:
This is the second of two column pairs. |
Field name in the base table. This value cannot contain leading spaces. |
Sql Statement |
Specifies the data from the Siebel database that Siebel CRM uses to populate substitutions when it performs an action. |
Valid SQL query statement for one of the following RDBMS that your implementation uses:
|
Sql Statement Inputs |
Specifies the name of a column in the base table on which Siebel CRM performs an operation. |
Not applicable. |
Sql Statement Outputs |
Specifies a variable for the values that the SQL Statement argument chooses. |
Name of the variable. |
Sending Multiple Variables to SQL Program Arguments
Multiple variables can be sent into SQL program arguments.
To send multiple variables to SQL program arguments
In the Workflow Policy Program Arguments list, choose Sql Statement Inputs.
Enter the variable names into the Default Value property.
Use the following format:
[variable1], [variable2], [variable n]
Arguments for a Workflow Policy Program that Sends a Message
The following table describes workflow policy program arguments that the Send Email workflow policy program references. These arguments are specific to sending a message. To view these arguments, you can query the Name property for Send Email.
Table Properties of the Send Message Program Argument
Value in Name Property | Usage | Value |
---|---|---|
Email Message |
Specifies the body of the email message. |
Text with available substitutions. |
Email Message Repeated |
Specifies the text that Siebel CRM repeats when it uses the Consolidate feature. |
Text with available substitutions. |
Email Subject |
Specifies the text in the subject line of the email message. |
Text. |
Send to Contact |
Specifies the contacts who are available in Siebel CRM. |
Not applicable. |
Send to Position |
Specifies the list of the positions that are available in Siebel CRM. |
Not applicable. |
Send to Employee |
Specifies the list of employees who are available in Siebel CRM. |
Not applicable. |
Arguments for a Workflow Policy Program that Sends a Page
The following table describes workflow policy program arguments that are specific to some workflow policy programs that send a page.
Table Properties of the Send Page Program Argument
Value in Name Property | Usage | Value |
---|---|---|
Send to Contact |
Specifies the contacts who are available in Siebel CRM. |
Picklist of contacts. |
Send to Employee |
Specifies the list of employees who are available in Siebel CRM. |
Picklist of employees. |
Send to Position |
Specifies the list of the positions that are available in Siebel CRM. |
Picklist of positions. |
Send to Relative |
Specifies to send to an individual or group of individuals who are related to the workflow process object. |
Not applicable. |
Alpha Numeric Page Message |
Specifies the body of the text message. |
Text with available substitutions. |
Numeric Page Message |
Specifies the body of the numeric message. |
Text with available substitutions. |
Arguments for a Workflow Policy Program that Runs an External Program
The following table describes workflow policy program arguments that are specific to some workflow policy programs that run an external program.
Table Properties of the Run External Program Argument
Value in Name Property | Usage | Value |
---|---|---|
Command Line |
Specifies the parameters that Siebel CRM sends to the executable. |
Not applicable. |
Executable Name |
Specifies the full path to the executable that Siebel CRM runs. |
Not applicable. |
Executable Type |
Specifies the mode the Workflow Action Agent uses to run the external program. |
You can use one of the following values:
|
Workflow Process Object Types
This topic describes the Workflow Process object type and the object types that are children of this object type. It includes the following topics:
WF Branch Connector (H)
A WF branch connector is a link that connects two steps.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Process > WF Step > WF Step Branch (H) > WF Branch Connector
The following table describes properties that Siebel CRM uses with a WF branch connector.
Table Properties of the WF Branch Connector
Property | Description |
---|---|
From Step Name |
Specifies the name of the step where this WF branch connector begins. |
Layout |
Specifies the coordinates of this WF branch connector on the Workflow Designer. |
Name |
Specifies the name of this WF branch connector. It is recommended that you use a descriptive name that is consistent with your overall naming strategy and that is meaningful to you. |
To Step Name |
Specifies the name of the step where this WF branch connector ends. |
WF Branch Criteria (H)
A WF branch criteria specifies a list of conditions. At runtime, the workflow engine evaluates these conditions and then configures the workflow process to use the branch that meets the condition.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Process > WF Step > WF Step Branch (H) > WF Branch Criteria
The following table describes properties that Siebel CRM uses with a WF branch criteria.
Table Properties of the WF Branch Criteria
Property | Description |
---|---|
Applet Field Name |
Specifies the name of a field that includes the data that Siebel CRM compares. If the Compare To property is Applet, then the Applet Field Name property is required. |
Applet Name |
Specifies the name of the applet that includes the field that Siebel CRM compares. If the Compare To property is Applet, then the Applet Name property is required. |
Business Component |
Specifies the name of a business component that the business object references. The Business Object property of the workflow process references this business object. If the Compare to value is Business Component or Expression, then the Business Component property is required. |
Business Component Field |
Specifies the name of a business component field. If the Compare to value is Business Component, then the Business Component Field property is required. |
Compare To (R) |
Specifies the object that contains the comparison value. |
Edit |
If TRUE, then the user can edit this WF branch criteria. |
Item Type Name |
Specifies the assignment criterion record for an assignment criteria. For more information, see Siebel Assignment Manager Administration Guide. |
Name |
Specifies the name of this WF branch criteria. |
Operation |
Specifies the comparison operation. You can specify one of the following values:
|
Property Name (R) |
Specifies a property of a business process. To determine the condition, Siebel CRM uses the value of the property that the Property Name specifies. |
Sequence (S) |
Specifies the order that Siebel CRM uses to evaluate the criteria. Siebel CRM uses this sequence during an upgrade. |
WF Branch Criteria Value (H)
A WF branch criteria value is for Oracle use only.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Process > WF Step > WF Step Branch (H) > WF Branch Criteria (H) > WF Branch Criteria Value
WF Process Metric
A WF process metric defines a metric that Siebel CRM collects while the workflow process runs.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Process > WF Process Metric
The following table describes properties that Siebel CRM uses with a WF process metric.
Table Properties of the WF Process Metric
Property | Description |
---|---|
Metric Name (R) |
Specifies the name of this WF process metric. The drop-down list for this property displays a list of predefined metrics. |
Name (R) |
Specifies the name of the object. Siebel CRM sets a predefault value for this name to the Metric Name. |
Property Name (R) |
Specifies the name of a property of the workflow process. Siebel CRM maps this WF process metric to the property that the Property Name property specifies. |
WF Process Prop
A WF process prop stores values that Siebel CRM uses in a workflow step, input argument, or output argument, or to perform an evaluation.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Process > WF Process Prop
The following table describes properties that Siebel CRM uses with a WF process property. Siebel Tools also displays these properties as fields in the Multi-Value Property Window. For more information, see Siebel Business Process Framework: Workflow Guide.
Table Properties of the WF Process Prop
Property | Description |
---|---|
Access Mode |
Reserved for future use. |
Business Component (O) |
Specifies the name of the business component that contains the virtual field that the Virtual Field property specifies. The drop-down list for this property displays the business components that the business object references. The Business Object property of the workflow process references this object. |
Business Object (O) |
Specifies the name of the business object that the parent workflow process references. This property is read-only. The drop-down list for this property displays only the business objects that include a primary business component. |
Correlator Flag |
If TRUE, then this WF process prop works as a correlator, which is business data that identifies the recipient of the incoming message. For more information, see the topic about the Workflow User Event Service business service in Siebel Business Process Framework: Workflow Guide. |
Data Type |
Specifies the type of data that Siebel CRM can save. You can use one of the following values:
Siebel CRM treats values in the Strongly Typed Integration Obj property and the Integration Object property as the same data type for a workflow process or for a business service. |
Default Date |
Specifies the starting value if this WF process prop is a date type. |
Default Number |
Specifies the starting value if this WF process prop is a numeric type. |
Default String |
Specifies the starting value if this WF process prop is a string type. You can enter text in this property. If you enter the following value, then Siebel CRM initializes the value of this WF process prop with the value in the Value field of the workflow input property set: <Value> |
Display Name |
Specifies the name that Siebel CRM displays in a view. |
In/Out |
Specifies how to send the value that this WF process prop contains. You can use one of the following values:
If the Data Type property is Binary, then you cannot set the In/Out property to In, Out, or In/Out. |
Integration Object |
Specifies the data type that Enterprise Application Integration (EAI) uses to save data from an integration object. For example: Account - Get Oracle Customer (Oracle) |
Name |
Specifies the name of the process property. |
Virtual Field (O) |
Specifies the name of the business component field that Siebel CRM maps to the workflow process property. The drop-down list for the Virtual Field property displays business component fields. It displays only calculated fields that do not contain a calculated value. The workflow process does not specify this calculation. A workflow process does not require you to specify a business component field as a virtual field. An applet can reference a virtual field in the same way that it references a nonvirtual field. |
WF Step
A WF step defines a step in a workflow process.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Process > WF Step
The following table describes properties that Siebel CRM uses with a WF step.
Table Properties of the WF Step
Property | Description |
---|---|
Allow Retry Flag |
Not used. |
Business Component (O)(R) |
Specifies the business component field that Siebel CRM uses to determine the condition. If the Compare to value is Business Component, then the Business Component property is required. |
Business Service Method |
Specifies the name of the business service method that Siebel CRM calls. |
Business Service Name |
Specifies the name of the business service that Siebel CRM calls. The drop-down list for this property displays business services that include a Hidden property is FALSE. |
Error Code |
Specifies a number that identifies a string in the Siebel database that contains the error message. |
Error Message |
Specifies the text of the error message. If you choose a value in the Error Code property, then Siebel Tools automatically enters a value in the Error Message property. |
Maximum Iterations |
Specifies the maximum number of times Siebel CRM can run this step in a workflow process instance. If it reaches the maximum number of iterations, then it creates an Object Manager error and the workflow process returns an In Error status. If you require the process to run to completion, then you must configure an object to catch and handle the error, such as an error workflow process or exception branch. |
Name |
Specifies a descriptive name that includes the following characteristics:
If you create a new WF step, then Siebel Tools automatically assigns a name depending on the type of step and a sequence number. You can modify this name or leave it as is. |
Operation |
Specifies the comparison operation. You can use one of the following values:
|
Processing Mode (O) |
Specifies the mode that Siebel CRM uses to run the workflow process if a runtime event triggers this workflow process, You can use one of the following values:
|
Subprocess Name |
Specifies the name of the subprocess step. |
Type |
Specifies the type of WF step. Siebel Tools automatically enters this value when you create a new step in the Process Designer. This value is a read only property. |
Update Snapshot |
If this property contains a check mark, and if Siebel CRM reaches this step in the workflow process at run time, then it uses a snapshot of the workflow process state. It does this so that it can can recover the state if a system failure occurs. |
User Interact View |
Specifies the name of the Siebel view that Siebel CRM displays. |
Properties of Different Types of Workflow Process Steps
This topic describes properties of the various steps and connectors in a workflow process.
The following table describes properties of the start step.
Table Properties of the Start Step
Start Property | Value |
---|---|
Name |
Start |
Parent Name |
Workflow name:version |
Processing Mode |
Local Synchronous |
The following table describes properties of the business service step.
Table Properties of the Business Service Step
Business Service Property | Value |
---|---|
Allow Retry Flag |
FALSE |
Business Service Name |
Choose the business service name from the picklist. |
Business Service Method |
Choose the business service method from the picklist. |
Name |
Business service 0. You can modify this value, as necessary. |
Parent Name |
Workflow name:version |
The following table describes properties of the decision point step.
Table Properties of the Decision Point
Decision Point Property | Value |
---|---|
Name |
Decision Point 0. You can modify this value, as necessary. |
Parent Name |
Workflow name:version |
The following table describes properties of the subprocess step.
Table Properties of the Sub Process Step
Sub Process Property | Value |
---|---|
Name |
Sub Process 0. You can modify this value, as necessary. |
Sub Process Name |
Choose the name of the subprocess from the picklist. Siebel CRM only displays subprocesses in this picklist that include a status of Complete. |
The following table describes properties of the Siebel operation step.
Table Properties of the Siebel Operation Step
Siebel Operation Property | Value |
---|---|
Allow Retry Flag |
FALSE |
Business Component |
Choose the business component name from the picklist. |
Name |
Siebel Operation 0. You can modify this value, as necessary. |
Operation |
Choose the operation from the list. |
Parent Name |
Workflow name:version |
The following table describes properties of the task step.
Table Properties of the Task Step
Task Property | Value |
---|---|
Name |
Task 0. You can modify this value, as necessary. |
Task Name |
Choose the task name from the picklist. |
The following table describes properties of the user interact step.
Table Properties of the User Interact Step
User Interact Property | Value |
---|---|
Name |
User Interact 0. You can modify this value, as necessary. |
Parent Name |
Workflow name:version |
User Interact View |
Choose the view name from the picklist. |
The following table describes properties of the wait step.
Table Properties of the Wait Step
Wait Property | Value |
---|---|
Business Service Method |
Sleep |
Business Service Name |
Workflow Utilities |
Maximum Iterations |
Not applicable |
Name |
Wait 0. You can modify this value, as necessary. |
Parent Name |
Workflow name:version |
The following table describes properties of the stop step.
Table Properties of the Stop Step
Stop Property | Value |
---|---|
Error Code |
Choose the error code from the picklist. |
Error Message |
If you choose the Error code, then Siebel Tools populates the Error Message property. |
Name |
Stop 0. You can modify this value, as necessary. |
Parent Name |
Workflow name:version |
The following table describes properties of the end step.
Table Properties of the End Step
Stop Property | Value |
---|---|
Name |
End 0. You can modify this value, as necessary. |
Parent Name |
Workflow name:version |
The following table describes properties of the error exception connector.
Table Properties of the Error Exception Connector
Error Exception Connector Properties | Value |
---|---|
Inactive |
FALSE |
Name |
Error Exception 0. You can modify this value, as necessary. |
Parent Name |
Siebel CRM enters this value from step name. |
Type |
Error Exception |
User Event Name |
Leave this field empty. |
User Event Storage |
Leave this field empty. |
User Event Timeout |
0 |
WF Step Branch (H)
A WF step branch connects two workflow steps. It controls the data and process flow of a workflow process.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Process > WF Step > WF Step Branch
The following table describes properties that Siebel CRM uses with a WF step branch.
Table Properties of the WF Step Branch
Property | Description |
---|---|
Event (O) (R) |
Specifies the event that this WF step branch supports. The set of events is different for different object types. If the Event Object Type property is not empty, then the Event property is required. |
Event Cancel Flag (O) |
Specifies how Siebel CRM handles a cancel runtime event after the workflow process finishes. This property applies only to an event that Siebel CRM can cancel. It is similar to the CancelOperation in a script. If the Event Cancel Flag property is FALSE, then Siebel CRM creates the following error when the workflow process runs: The specialized method method_name is not supported on
this business component.
|
Event Object (O) (R) |
Specifies the event that Siebel CRM applies to this WF step branch. The values that you can set in the Event Object property depends on the value that you choose in the Event Object Type property. For example, if you set the Event Object Type to BusComp, then you choose only a business component in the Event Object property, such as Account. |
Event Object Type (O) |
Specifies the type of object that this WF step branch references, such as business component. If the Event Object Type property is not empty, then the Event Object property is required. |
Event Visibility |
Specifies to use a run-time event that Siebel CRM creates in the current local session or in another enterprise session. It uses this event to resume a workflow process instance that is waiting. If the workflow process is:
|
Name |
Specifies the name of this WF step branch. To import or export the workflow process, the name must be unique. If it is not unique, then you cannot commit the record. |
Subevent (O) |
Specifies the name of the method or field in a business component that Siebel CRM monitors. You set the Subevent property only if the Object Type property is BusComp or Applet and the event is InvokeMethod or SetFieldValue. For InvokeMethod, you specify the name of the method that Siebel CRM calls. For SetFieldValue, you specify the name of the field that Siebel CRM sets. |
Type |
Specifies the type of WF step branch. You can use one of the following values:
|
User Event Name |
Specifies a name that describes the user event. You must define a name that is unique and that is sufficiently long so that it remains unique for the Siebel enterprise. For example: Order Placed-Begin Processing Event for Service Request Automation-Version 2 |
User Event Storage |
Specifies the process property that Siebel CRM uses as the destination for the payload on the incoming user event. This value can be a process property. The correlator must mark this process property. |
User Event Timeout (Days) |
Specifies the number days that a workflow process waits for a user event to resume operation. If the user event resides on a wait step, then you use this property. Do not set this property on a wait step. |
WF Step I/O Argument (H)
A WF step I/O argument identifies the input and output arguments that a workflow process step uses. Each step accepts input from the workflow process and sends output to the workflow process.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Process > WF Step > WF Step I/O Argument
The following table describes properties that Siebel CRM uses with a WF step I/O argument.
Table Properties of the WF Step I/O Argument
Property | Description |
---|---|
Business Component |
Specifies the name of a business component that the business object references. The workflow process references this business object. |
Business Component Field |
Specifies the name of a business component field. |
Input Flag |
Specifies if the field is an input argument, output argument, or a search specification. This property is read only. |
Name |
Specifies text that describes the purpose of this step I/O argument. |
Output Arg |
Specifies the name of the output argument from the business service. The drop-down list for this property includes the output arguments that exist for the method you choose. Siebel CRM displays arguments in this list that include the following:
|
Preferred Sequence |
Specifies the order that Siebel CRM uses for this WF step I/O argument. For Oracle internal use only. |
Property Name (R) |
Specifies the name of the process property that Siebel CRM uses to save the value of this WF step I/O argument. |
Sequence |
Specifies the order that Siebel CRM uses for this WF step I/O argument for upgrade purposes. |
Type (R) |
Specifies the type of argument. |
Value/Search Specification |
Specifies a search specification. If the Type property is Expression, then enter the Value/Search Specification property must contain an expression. For example: [Status] LIKE '*Open*' The Expression business component evaluates this expression. |
WF Step Recipient (H)
A WF step recipient use a step recipient to assign a workflow process to a user. This assignment occurs according to login name. This login name can be a literal value, contained in a process property, or the result of an expression.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Process > WF Step > WF Step Recipient
The following table describes properties that Siebel CRM uses with a WF step recipient.
Table Properties of the WF Step Recipient
Property | Description |
---|---|
Business Component Field |
Specifies the name of a business component field. |
Business Component Name |
Specifies the name of a business component that the business object references. The workflow process references this business object. |
Expression |
Specifies an expression that evaluates a value. it evaluates the expression that the Value column contains. If this expression references a business component field, then you must enter the name of the business component that contains this field. You enter this value in the Business Component column. |
Name (R) |
Specifies the name of this WF step recipient. |
Process Property Name (R) |
Specifies the name of a process property. |
Recipient Name |
Specifies the login name of the user. |
Recipient Type Code |
Specifies the type of this WF step recipient. You can choose only User. |
Value Type Code |
Specifies the value type code of this WF step recipient. |
Workflow Process
A workflow process allows you to use a familiar flowcharting interface to define the business processes that your company uses. A workflow process includes one or more process steps, such as start steps, subprocesses, decision points, and tasks.
This object type occurs in the following location in the object hierarchy:
Siebel Objects > Workflow Process
The following table describes properties that Siebel CRM uses with a workflow process.
Table Properties of the Workflow Process
Property | Description |
---|---|
Auto Persist |
If TRUE, then this workflow process is persistent. |
Business Object |
Specifies the name of the business object that this workflow process references. Optional. The drop-down list for this property displays only business objects that include a primary business component. |
Effective End Date |
Specifies a date that Siebel CRM uses to retire this workflow process. For example, you can set the start date to a future date and set the end date for the existing version to the same date. Siebel CRM uses the new version starting on this date. |
Effective Start Date |
Specifies a date that Siebel CRM uses to start using this workflow process. |
Error Process Name |
Specifies the name of a workflow process. If the workflow process on which you specify the Error Process Name property encounters an error, then it runs the workflow process that you define in this property. |
Group |
Specifies the name of a group. This group allows you to group similar workflow processes according to your criteria, such as all the workflow processes that support a particular business process. To define this group, you use the List of Values view in the Application Administration screen in the client. This property only applies to workflow processes before Siebel CRM version 7.7. Starting with version 7.7, it is recommended that you do not use this property. You can use the Project property instead. |
Name (R) |
Specifies a name for this workflow process. |
Pass By Ref Hierarchy |
If TRUE, and if this workflow process is a subprocess of another workflow process, then Siebel CRM uses a reference to send any modifications it makes in this workflow process to the parent workflow process. This property can reduce the amount of memory that a workflow process requires because Siebel CRM sends data through a reference instead of sending a value. |
Process Name |
Specifies a name that describes the work that this workflow process performs. |
Replication Level |
Specifies how Siebel CRM synchronizes this workflow process with a Mobile Web Client. You can use one of the following values:
|
State Management Type |
For more information, see State Management Type Property of a Workflow Process. |
Status |
Displays the current status of this workflow process. |
Version |
Displays the version number of this workflow process. The default version is 0. Siebel Tools increments this version number by one each time you revise this workflow process. |
Web Service Enabled (O) |
If TRUE, then Siebel CRM exposes this workflow process as a Web service and can independently call it. Setting this property to TRUE does not automatically implement the workflow Web service. Defining the workflow process for a Web service does not set this property to TRUE. |
Workflow Mode |
Specifies the mode that defines the runtime configuration of this workflow process. |
State Management Type Property of a Workflow Process
The State Management Type property specifies the type of business service request that Siebel CRM sends while this workflow process runs. A stateless business service does not depend on a state that is specific to the business service. You can set this property to one of the following values:
Stateful. The Object Manager does not release a stateful or cached business service that the workflow process calls if the user pauses or finishes an instance of this workflow process. The Object Manager waits for the object that called the Workflow Engine to release the cached business service. To release this business service, the caller can use methods from the Web Channel Dedicated Block Service business service.
Stateless. The Object Manager releases a stateful or cached business service that a workflow process calls if the user pauses or finishes an instance of this workflow process.
Every business service that this workflow process instance calls must be stateful or stateless.
The session state for the Object Manager requires a business service to contain a state management type. You must define a business service as Stateless or Stateful, or as a business service that the the Siebel Server manages.
For more information, see the following.and Siebel Business Process Framework: Workflow Guide.
How the Workflow Mode Affects the State Manage Type
Siebel CRM sets the State Management Type property of a workflow process to Stateful, by default It does this to preserve the behavior for releases that occur earlier than Siebel CRM 8.1. If a workflow process runs through Web Channel, then it might be necessary to modify the State Management Type to Stateless to take advantage of the session pooling that the Object Manager provides.
The following table describes how the Workflow Mode property of a workflow process affects the State Management Type property.
Table How the Workflow Mode Affects the State Manage Type
Workflow Mode | State Management Type | Description |
---|---|---|
Service Flow |
Stateless |
A service workflow process cannot contain a user interact step or wait step. Siebel CRM runs the entire workflow process before the Object Manager can release the session back to the session pool. |
Interactive Flow |
Stateless |
An interactive workflow process can move between sessions through the Universal Inbox. The State Management Type property is relevant only if the workflow process runs through Web Channel. An interactive workflow process runs in a user interactive session so the State Management Type does not affect the behavior of an interactive workflow. |
Long Running Flow |
Stateless |
The Workflow Engine allows a long-running workflow process to run between sessions even if the user pauses this workflow process. It is recommended that you do not define a long-running workflow process to call a stateful business service because Siebel CRM loses the state of this business service if the instance of a long-running workflow process moves from one user session to another user session. |
7.0 Flow |
Stateful |
Do not modify this setting unless you are sure none of the business services that the workflow process calls directly or indirectly is a stateful business service. |