Adding Related Table Subsections to Presentation Templates

After adding a Table Name subsection, you can add related tables that provide detailed information for the table. For example, if the tables subsection contains a quote record, the related table can contain the quote line items. The relationship between the information is essentially a parent-child-grandchild relationship; the opportunity is the parent, the quote table is the child, and the related table containing the quote line items is the grandchild.

To add a related table subsection

1. Navigate to the Administration - Document screen, then the Presentation Templates view.

2. Navigate to the Sections list by completing the following steps:

   1. In the Templates explorer, click the arrow icon next to the template name folder.

   2. Click the arrow icon next to the Sections folder. under the template name folder.

   3. Click the arrow icon next to the section name folder under the Sections folder.

3. In the Sections list, make sure that the Section Type field for the selected section has a value of Table and that the Chart or Table Name field for the selected section has a table name.

4. In the Templates explorer, click the arrow icon next to the Related Table folder under the section name folder.

   Note: The Related Table folder in the Template explorer applies to only the Table section type. You can add related tables only for the Table section type.

5. In the Related Table form, create a new record, and complete the fields described in the following table.

   Field	Comments
   Business Object	Select the Siebel object to which this table is related.
   Table Name	Select the name of the related table applet.
   Field Name	Select the fields to appear in the table. If you select no fields, all fields appear.