Defining a New Dock Object for Time Filtering

This topic describes how to make time filtering available for a dock object that is not predefined for time filtering. You can customize the dock objects that you specify with a time filter. Time filtering is predefined on the following dock objects:

• Activity

• Expense

• Expense Report

• Invoice

• Opportunity

• Price List

• Project

• Project Item

• Quote

• Service Request

You can define more dock objects for time filtering. For many Siebel implementations most of the benefits that time filtering provides comes from using predefined dock objects.

Note: Do not use time filtering for dock objects that are based on the Party data object, which has different characteristics than other data objects. Using time filtering does not produce the desired result for such dock objects.

To define a new dock object for time filtering

1. If necessary, expose the Dock Object object type.

   For more information, see the following.

2. In the Object Explorer, choose Dock Object.

3. In the Dock Objects list, examine the list of names in the Name property to locate the dock object where you must use time filtering, and then make a note of the exact spelling of the name.

4. Log in to the Siebel Server with administrator privileges.

   For more information, see Logging in to the Siebel Database as an Administrator.

5. Navigate to the Administration - Data screen, and then the List of Values view.

   This example adds a new value to a List of Values (LOV). For more information, see Siebel Applications Administration Guide.

6. In the Type field of the List of Values list, enter the following query:

   *DOCK_OBJ_TIME_FILTER*
   

7. Choose a record, click Menu, and then chose the Copy Record menu item.

8. In the Language-Independent Code field of the new record, enter the exact name of the dock object that you identified in Step 3.

9. In the Display Value field of the new record, enter the name to display in the Siebel application when you configure time filtering for this dock object.

10. Examine the copied values in the other fields of the new record, make required modifications, and then save the record.

11. Start time filtering for the dock object.

    For more information, see Starting Time Filtering for Dock Objects.

Preparing Siebel Tools to Configure Siebel Remote

This topic describes how to prepare Siebel Tools to configure Siebel Remote.

To prepare Siebel Tools to configure Siebel Remote

1. Log in to Siebel Tools.

2. Choose the View menu, and then the Options menu item.

3. Click the Object Explorer tab.

4. In the Object Explorer Hierarchy window, make sure there is a check mark next to the Dock Object check box.

5. Click OK.