Setting Up Additional Business Components for Substitution Fields
Recipient groups are based on business objects. When you create a template, you associate it with a recipient group. Siebel Email Response checks the recipient group that you assign to the template to determine the associated business object. For example, the Service Request Contact recipient group is based on the Service Request business object, and the Opportunity Sales Team recipient group is based on the Opportunity business object. You can use fields from any business component within the related business object as substitution fields in a template.
Siebel Email Response looks at the user properties defined on the Comm Outbound Email business component for a record that describes the relationship between the Comm Outbound Email business component and the target business object. Any business object that has a primary business component can be chosen. In the following table, the user property record shows that the Comm Outbound Email business component is related to the Account business object, using the Account Id field from the Comm Outbound Email business component as the foreign key:
BusComp User Prop | Value |
---|---|
Source Id Field: Account |
Account Id |
In the following procedure, you will configure the Order Entry business object that will be used for substitution fields. The Order Entry business object has a primary business component, Order Entry - Orders.
To set up other business objects for substitution fields
In Siebel Webtools, extend the Comm Outbound Email business component to expose a custom field that stores the Order Id.
Add a new user property to the Comm Outbound Email business component as follows:
BusComp User Prop Value Source Id Field: Order Entry
Order Id
In this example, Order Entry is the name of the business object, and Order Id is the name of the foreign key between Comm Outbound Email business component and the Order - Order Entry business component.