Contents
1 What’s New in This Release
- What’s New in Siebel Developer’s Reference, Siebel CRM 20.1 Update
- What’s New in Siebel Developer’s Reference, Siebel CRM 19.1 Update
2 Overview for Using This Book
3 Applet Classes
- Applet Classes
- Overview of Applet Classes
- CSSSWEFrame Class
- CSSSWEFrameBase Class
- CSSSWEFrameList Classes
- CSSSWEFrameListBase Class
- CSSSWEFrameListFile Class
- CSSSWEFrameListDocGen Class
- CSSSWEFrameListWeb Class
- CSSSWEFrameSalutation Class
- CSSSWEFrameContactOrgChart Class
- CSSSWEFrameListFINApplication Class
- CSSSWEFrameUserRegistration Class
4 Business Component Classes
- Business Component Classes
- Overview of Business Component Classes
- CSSBusComp Class
- CSSBCBase Class
- CSSBCAccountSIS Class
- CSSBCActivity Class
- CSSBCActivityPlan Class
- CSSBCContactSIS Class
- CSSBCFile Class
- CSSBCFINOppty Class
- CSSBCFINSActivity Class
- CSSBCForecast Class
- CSSBCForecastBase Class
- CSSBCForecastItem Class
- CSSBCForecastItemDetail Class
- CSSBCFundReq Class
- CSSBCOppty Class
- CSSBCOrderMgmtQuoteItem Class
- CSSBCPharmaSpecializedAct Class
- CSSBCPosition Class
- CSSBCProposal Class
- CSSBCServiceRequest Class
- CSSBCTaskTransient Class
- CSSBCTaskTransientBase Class
- CSSBCUser Class
5 User Properties
- User Properties
- Overview of User Properties
- Alphabetic List of User Properties
- Application User Properties
- Applet User Properties
- Calling Methods from Applets
- Disabling Hierarchies in List Applets
- Disabling Methods for FINS Applets in Query Mode
- Disabling New Record Creation
- Enabling Methods for Applets
- Enabling Record Manipulation in Field Service and Task Views
- Hiding Applets That Contain No Data
- Making an Applet Control Required
- Specifying Gantt Chart Behavior
- Specifying Template Values for Proposals
- Specifying Drilldown Visibility
- Specifying Field Names According to Parent Id
- Specifying Political Influence in Organization Charts
- Specifying Post Invoke Methods
- Specifying Relationships in Organization Charts
- Specifying the Application That Creates Proposals
- Specifying the Calendar Visibility Filter
- Specifying the Default Applet Focus
- Specifying the Error Web Page for SmartScript
- Specifying the Finish or Cancel Web Page for SmartScript
- Specifying the Method That the Enter Key Calls
- Specifying the Parent Business Component
- Business Service User Properties
- Control User Properties
- Field User Properties
- Disabling Search on Text Fields or Unindexed Fields
- Disabling Sort on Business Component Fields
- Making a Field Required
- Setting the Field Text Length
- Specifying Encryption for Fields
- Overview of Encryption User Properties
- Upgrading Encryption
- Enabling Encryption on a Field
- Specifying the Field That Contains the Encryption Key
- Specifying the RC2 or AES Encryption Service
- Setting an Encrypted Field to Read Only if Encryption Fails
- Masking Credit Card, Account, and Other Secure Data
- Specifying the Field That Contains Secure Data
- Updating Assets
- Cascading Asset Updates
- Specifying the Field That Stores the Account Id of a Contact
- Specifying the SQL for EXISTS Search Specifications
- Using Literals Instead of Bind Variables
- Integration Component User Properties
- Integration Component Field User Properties
- Integration Object User Properties
- List Column User Properties
- View User Properties
6 Business Component User Properties
- Business Component User Properties
- Alphabetic List of Business Component User Properties
- Viewing a Business Component User Property
- Controlling Siebel CRM Data
- Controlling Accounts
- Validating Parent Account IDs
- Specifying the Parent Business Component for Accounts
- Specifying the Field That Stores Parent Account IDs
- Specifying the Field That Stores Parent Account IDs for Contacts
- Specifying the Master Account Field
- Maintaining the Master Account in Account Hierarchies
- Controlling Activities
- Determining Charges for Service Activities
- Updating the Synchronization Status for Activities
- Controlling Revenues
- Specifying Revenue Aggregation Fields
- Specifying Pop-up Revenues Lists
- Specifying the Field That Siebel CRM Copies for New Revenue Forecasts
- Controlling Campaigns
- Copying Contacts to Campaigns
- Specifying Group Only Visibility in Campaigns
- Specifying Group Plus Team Visibility in Campaigns
- Controlling Forecasts
- Specifying Client Timeouts for Forecasts
- Specifying Server Timeouts for Forecasts
- Specifying Sleep Time Between Forecast Save Attempts
- Specifying Search Specifications for Forecasts
- Specifying Search Specifications for Forecast Rollup
- Specifying Business Components for Forecast Analysis
- Disallowing Users to Pick Dates in the Forecast Date Dialog Box
- Allowing Users to Update Closed Service Requests
- Allowing Users to Update Assets
- Adding Contacts to the Action Business Component
- Creating Numbered Revisions of Quotes, Orders, or Agreements
- Extending Quote Quantities
- Automatically Assigning Responsibilities to Users
- Making Sure the Current Employee Holds a Position
- Setting the Close Out Flag Field
- Specifying State Models
- Specifying Assignment Objects
- Protecting Seed Data
- Controlling Search and Sort
- Optimizing Sort Searches
- Removing Duplicate Records From Queries
- Using Duplicate Elimination with a Denormalized Relationship
- Overriding Sort Specifications on Business Components
- Guidelines for Overriding Sort Specifications on Business Components
- Sorting According to the View Mode That the Business Component Uses
- Example of Configuring the View Mode Sort User Property
- Disabling Automatic Trailing Wildcards in Queries
- Adding Search Criteria to the Query Assistant
- Saving Query Results in Target Lists
- Specifying How to Sort Predefined Queries for Opportunities
- Example of Configuring the Sort Field Map User Property
- Alternative to Configuring the Sort Field Map User Property
- Specifying Search Specifications for the Action Business Component
- Specifying Search Specifications for Nonsales Rep Views
- Controlling Visibility Filters
- Controlling Records
- Making Records Read-Only According to a Field Value
- Disabling Modifications to Saved Records
- Allowing Administrators to Modify Records
- Preventing Administrators from Deleting Records
- Preventing Administrators from Updating Records
- Calculating Values When Writing Records
- Specifying Sequential Line Numbers for New Records
- Specifying Sequential Line Numbers for New Records According to Maximum Values
- Setting Business Components to Read-Only According to a Field Value
- Setting Business Components to Read-Only According to a Name
- Using Literals Instead of Bind Variables When Merging Records
- Controlling Fields
- Making Fields Active
- Making Fields Read-Only
- Disallowing Empty Fields
- Disabling Field Deletion
- Setting Field Values According to Conditions
- Updating Fields When Siebel CRM Updates Other Fields
- Calling Methods When Siebel CRM Updates Fields
- Setting the Field Created Date to the Saved Date
- Updating the Planned Field if the Start Date Field Is Modified
- Overriding the Type for Fields That Users Read from Right-To-Left
- Setting Default Values for Fields That Use Drop-Down Lists
- Modifying the Currency That a Field Uses
- Specifying Field Name Prefixes for File Attachment Business Components
- Controlling Primaries
- Specifying Business Services
- Controlling Parent and Child Relationships
- Controlling Email
- Controlling Specific Siebel Business Applications
- Controlling Siebel Automotive
- Specifying Opportunity Business Components in Siebel Automotive
- Specifying Values for New Opportunities in Siebel Automotive
- Specifying Values for Used Opportunities in Siebel Automotive
- Specifying Opportunity Sales Steps in Siebel Automotive
- Specifying the Sales Step Admin in Siebel Automotive
- Specifying Reassignment in Siebel Automotive
- Specifying Positions in Siebel Automotive
- Specifying Activities to Synchronize for Siebel Mobile
- Specifying Position Join Fields for Siebel Life Sciences
- Specifying Business Components for Product Selection and Pricing
- Identifying Business Components That Siebel Financial Services Uses
- Specifying Room Types for Siebel Hospitality
- Specifying Arrival Dates, Room Blocks, and Function Spaces for Siebel Hospitality
- Enabling Credit Check
- Specifying the Workflow Process for Credit Check
- Specifying Credit Card User Properties
- Doing Other Work
- Specifying the Application Name
- Using Aspects to Control Read Only, Insert, and Other Behavior
- Specifying the Default Bookmark View
- Enabling the Dispatch Board
- Making Sure an Attachment File Exists
- Enabling the Revise Button According to Conditions
- Specifying Joins to the S_PARTY Table
- Specifying the DB2 Optimization Level for SQL Statements
- Capturing User Drilldown Behavior
7 Siebel Web Engine Tags
- Siebel Web Engine Tags
- About OD Tags
- Applet Tags
- Form and Web Page Tags
- Frame Tags
- Navigation Control Tag
- Program Logic Tags
- Referential Tags
- Threadbar Tags
- Togglebar Tags
- Toolbar Tags
- Tree Tags
- View Tags
- Tags That Support a Specific Feature
- Tags That Are for Oracle Internal Use Only
8 Siebel Templates for Employee Applications
- Siebel Templates for Employee Applications
- Overview of Configuring Siebel Templates for Employee Applications
- Form Templates
- Overview of Using Applet Form Templates
- Form Template for Edit, New, or Query Mode
- One Column Form Template
- One Column Form, Light Template
- One Column Form, Light Template for Base, Edit, or New Mode
- Four Column Form Template for Base Mode
- Four Column Form Template for Edit or New Mode
- Four Column Form Template With No Record Navigation
- Grid Layout Form Template
- List Templates
- Calendar Templates
- Chart Templates
- Container Templates
- Popup Templates
- Search Templates
- Tree Templates
- View Templates
- Overview of Using View Templates
- View 1 Over 2 Over 1 Template
- View 25 - 50 – 25 Template
- View 25 – 75 Template
- View 25 – 75 Framed Template
- View 25 – 75 Framed Two Template
- View 50 – 50 Template
- View 66 – 33 Template
- View Admin Template
- View Admin Template With Grandchild Indented Applets
- View Basic Template
- View Catalog Admin Template
- View Detail Template
- View Detail Template With Grandchild Indented Applets
- View Detail Two Template
- View Detail Two Template With Grandchild Indented Applets
- View Detail Three Template
- View Detail Three Template With Grandchild Indented Applets
- View Detail Three Multichild Template
- View Detail Multichild Template
- View Parent List With Tabs Template
- Specialized Employee Templates
- Columns Displayed Template
- Dashboard Template
- Email Response Template for Inbound Messages
- Email Response Template for Outbound Messages
- Salutation Applet Template
- Salutation Applet Template With Graphics
- Screen Links Template
- Send Mail Template
- Send Mail Template for Picking Recipients
- Site Map Template
- View Dashboard Template
- View Segment Detail Template
- Wizard, Error, and Smart Script Templates
9 Siebel Templates for Customer Applications
- Siebel Templates for Customer Applications
- Overview of Configuring Siebel Templates for Customer Applications
- Customer Form Templates
- Customer List Templates
- Brief, Bullet, List Template
- Brief, Bullet, Border, List Template
- Brief, Bullet, Shade, List Template
- Brief, Image Bullet, List Template
- Brief, Image Bullet Two, List Template
- Brief, Image Bullet, Border, List Template
- Categorized List Template With Tabs
- Categorized List Template With No Tabs
- Brief, Image Bullet, Shade, List Template
- Categorized Bullet, List Template
- Categorized Bullet, List Template With Tabs
- Categorized Table of Contents, List Template
- Detailed, Image Bullet, List Template
- Detailed, Image Bullet, List Template With Record Navigation
- Detailed, Image Bullet, List Template With Record Navigation Two
- Go To View, List Template
- Horizontal List Template
- List Template With Tabs
- Light List Template
- Search Results, List Template
- Subcategory List Template
- Subcategory, One Per Row, List Template
- Subcategory, Four Per Column, List Template
- Subcategory, Six Per Column, List Template
- Subcategory, Indented, List Template
- Merged List Template for Base or Edit List Mode
- Links List Template
- Customer View Templates
- Customer Container Templates
- Specialized Customer Templates
10 Cascading Style Sheets
- Cascading Style Sheets
- Overview of Cascading Style Sheets
- Elements of Cascading Style Sheets
- Applet Elements
- Banner Elements
- Calendar Elements
- Control Elements
- Customer Application Elements
- Dashboard Elements
- Dialog Box Elements
- Divider Elements
- ePortal Elements
- External News Elements
- Fonts and Link Color Elements
- Form Elements
- Login Page Elements
- Navigation Elements
- Page Header Elements
- Rich Text Component Elements
- Search Center Elements
- SmartScript Player Elements
- Status Message Elements
- Text Elements
11 Operators and Expressions
- Operators and Expressions
- Operators
- Expressions
- Functions You Can Use in a Calculated Expression
- Using the Division Functions
- Using the IIf Function
- Using Julian Functions
- Using the Timestamp Function
- Using Functions in the Predefault and Postdefault Properties
- Using Expressions In the Calculated Field and Field Validation Properties
- Using the Invoke Service Method in a Calculated Field
- Using Calculated Fields with Chart Coordinates
- How Siebel CRM Handles Data Types During a Calculation
- Guidelines for Configuring Calculated Fields