1. Configuring Siebel Business Applications
  2. Using the Pick List Wizard to Create a Dynamic List

Using the Pick List Wizard to Create a Dynamic List

You can use the Pick List Wizard to create a dynamic list and related objects. These objects include the following:

  • Pick List. Defines the properties of the list, including the originating business component and the pick business component. For more information, see How Siebel CRM Creates a Dynamic List.

  • Pick Map. Child object of a business component field that maps the source field in the pick business component with the target field in the originating business component.

  • Pick Applet. Pop-up applet that allows you to display the list of records where the user can choose a value.

The values of the Visibility Type and Visibility Auto All properties of the list object override the pop-up visibility properties on the business component. For more information, see Siebel Security Guide.

To use the Pick List Wizard to create a dynamic list

  1. In Siebel Tools, click the File menu, and then click New Object.

  2. Click the Pick List icon, and then click OK.

  3. In the Pick List dialog box, enter the following information, and then click Next:

    • Project.

    • Business Component. Define the originating business component. This is the parent business component of the field that displays the list.

    • Field.

  4. In the Pick List Type dialog box, choose Dynamic.

    Note the following:

  5. In the Pick List Definition dialog box, choose to use a new list or a predefined list:

    • If you must create a new list, then do the following:

      • Choose Create a New Pick List.

      • Click Next, and then proceed to Step 6.

    • If you must use a predefined list, then do the following:

      • Choose Use Existing Pick List.

      • Choose the predefined list from the Existing Pick Lists window.

      • Click Next, and then proceed to Step 8.

  6. In the Pick List Definition dialog box, enter information using values from the following table, and then click Next.
    Property Description

    Business component

    Choose the pick business component.

    Business component field

    Choose the field that Siebel CRM must use to sort the list.

    Name

    Enter a name for the new PickList object. Use the following format:

    ABC PickList entity

    It is not necessary to repeat the entity name if the name already includes a prefix. For example, a PickList object that reference the MS Subsegment business component is ABC PickList Subsegment. It is not MS PickList MS Subsegment.

    Search specification

    As an option, you can specify a search specification. For more information, see Options to Filter Data That Siebel CRM Displays in an Applet.

  7. In the Pick List Specifications dialog box, define the actions, such as No Delete, that the user can perform on Siebel data.

    You can leave all options without a check mark.

  8. In the Pick Map dialog box, do the following:

    1. Choose the source field in the originating business component.

    2. Choose the target field in the pick business component.

    3. Click Add.

  9. Click Next, verify the information in the Finish Dialog box, and then click Finish.