Revise Method

The Revise method creates a new revision of the current record. Siebel CRM uses it to revise quotes, orders, and agreement records. This method is similar to BusComp_CopyRecord except the Revise method does the following work:

• If the Active Field user property is defined, then it sets the current record to inactive.

• If the Locked Field and Locked By Field user properties are defined, then it locks the current record.

• Increments the revision number of the new record. The Revision Field user property specifies the field that contains the revision number.

• Copies values that exist in fields of the current record to the new record. The Revision Copy Field user property specifies the field that contains the new values.

You can configure Siebel CRM to call the Revise method from each item described in Calling a Method except from a custom command.

For information about the BusComp_CopyRecord event, see Siebel Object Interfaces Reference.

For more information, see the following topics:

• Viewing a Business Component User Property

• Creating Numbered Revisions of Quotes, Orders, or Agreements

• Creating Numbered Revisions of Quotes, Orders, or Agreements

Viewing an Example That Uses the Revise Method

This topic describes how to view an example that uses the revise method.

To view an example that uses the Revise method

1. In the client, navigate to the Agreements screen, and then the Agreements List view.

2. Examine the My Agreements list that Siebel CRM displays.

This list references the Agreement List Applet No Parent applet. The Revise command in the drop-down menu references the Revise method. If you choose a record, and then click Revise, then Siebel CRM does the following:

• Creates a new record that duplicates the chosen record.

• Increments the Revision field by 1.