1. Using Siebel Tools
  2. Editing Workspace-Enabled Repository Objects

Editing Workspace-Enabled Repository Objects

Previous to Siebel CRM 17.0, in order to modify an object, it was necessary to lock the object or the project in which the object resided. In Siebel CRM 17.0 and later, you can edit Workspace-enabled repository objects directly without locking any project. Note that only Workspace-enabled repository objects can be edited inside Workspaces. By default, all Workspace-enabled objects are locked at the database level, so you are not required to lock projects when you edit the objects.

Workspace-enabled repository objects can be edited when the user opens a Developer Workspace.

Note: For objects that are not Workspace-enabled (Tables and other schema objects), you must lock the project or object before editing it. For more information, see Configuring Non-Workspace Objects.

To edit repository objects

  1. In the Workspace Dashboard, create a new Workspace or open an existing one.

  2. Edit the repository objects as required.

    For example, create new object records using the new object wizard and save the changes. For more information, see Using the New Object Wizard

  3. Return to the Workspace Dashboard and check the changes that you made by reviewing the information in the Workspace Version, Workspace User Info Form, and Workspace Object Modified List applets.

  4. Perform the Rebase process.

  5. Perform the Deliver process to deliver the changes to the MAIN Workspace.

  6. Confirm that the Deliver process has successfully completed. If not, continue to Step 10.

  7. Navigate to the Conflicts Resolution view.

    By default, the values in the From Version Value list are committed to the target Workspace’s To Version Value list during the Rebase process.

  8. (Optional) Override the values in the To Version Value list and select the Override option.

  9. Save the record.

  10. Resolve all conflicts as needed.

  11. Perform the Checkpoint process on the rebased Workspace.

  12. Click Finish.

  13. Click Deliver and then click Start to merge the changes to the mainline.

  14. Click Finish to complete delivery to the MAIN Workspace.