Adding Business Objects to the Global Accounts Hierarchy View

Users often want additional business objects to appear in the hierarchy. The business objects, such as forecasts, revenues, and service requests, already exist. Administrators must configure these business objects for the hierarchy using Siebel Tools. Users then change their preferences to view the objects in their hierarchies.

This task is a step in Process of Using and Administering Global Accounts.

To add a new node to the hierarchy tree

1. Navigate to the Administration - Data screen, then the List of Values view.

2. Query for records in which the Type field is GLOBACC_USERPREF.

3. Create a new record with the field values shown in the following table.

   Field	Value
   Type	GLOBACC_USERPREF
   Display Value	The name of the object (for example, Forecasts or Revenues)
   Language Name	The language of the object in the tree

   Note: You can verify that you correctly added the new node by navigating to the User Preferences screen, then Global Accounts view. The new node must appear in the list of global account tree objects.