Spreadsheet Groups

In the Opportunity and Account Revenue screens, when users click the Revenues tab, the items in the spreadsheet are automatically grouped together using a field called Dynamic Group Number. Items entered in the spreadsheet on the same row automatically receive the same Dynamic Group Number. Although these items are really individual records in the Revenue list and the Revenue table, they are grouped together in the spreadsheet using the Group Number. In the Forecasting views, it is the Forecast Item ID that ties the items in a row together.

When a user enters a value into a repeating cell in a Revenue and Forecasting spreadsheet view, a revenue record is automatically created with the appropriate default values. Typically, the default values include the static information in the spreadsheet, plus a few additional attributes. Changing the static values in the list can cause a revenue item to look different from other members of its group. In the default configuration of Siebel Sales, such records are automatically moved into their own groups. Changes to static values in the spreadsheet are automatically propagated to each of the corresponding revenue records. While the general behavior of the spreadsheet and list applets has already been defined, you can configure the content of these applets to meet user requirements.