Mapping a Business Component Field to a Customer Dashboard Field
This task is a step in Process of Configuring the Customer Dashboard.
A customer dashboard field is a field that Siebel CRM displays in the Customer Dashboard. To create this field, you define a business service user property for the Persistent Customer Dashboard business service. You define the following properties for this business service user property:
Name. Identifies the name of the Customer Dashboard field. For example, Field 1.
Value. Identifies the business component list and a field from the business component list.
Siebel CRM predefines the following field names for the Customer Dashboard:
Field 1.
Field 2.
Field 3.
Field 4. Formatted to display a phone number.
Field 5.
Field 12.
Field Time.
To map a business component field to a customer dashboard field
In the Object Explorer, click Business Service.
In the Business Services list, locate the Persistent Customer Dashboard business service.
In the Object Explorer, expand the Business Service tree, and then click Business Service User Prop.
In the Business Service User Props list, add a user property using values from the following table.
Property Description Name
Enter a name for this business service user property that represents the customer dashboard field. Use the following format:
Field integer
where:
integer is a number.
For example:
Field 1
Value
You must use the following format:
name of the business component list.position
where:
position is the position of the business component field in the business component list.
Consider the following examples from the table in About the Business Component List:
Assume you must reference the Last Name field of the Contact business component. This field is the first field that is included in the Value property for the List 1 business component list. You use the following format:
List 1.1
Assume you must reference the First Name field of the Contact business component. This field is the second field that is included in the Value property for the List 1 business component list. You use the following format:
List 1.2