1. Life Sciences Guide
  2. Creating a Literature Record and Attaching a Thumbnail Image

Creating a Literature Record and Attaching a Thumbnail Image

The following procedure shows you how to create a literature record in Siebel CRM and attach a thumbnail image to the literature record. The following file types are supported: GIF, JPEG, JPG, MP4, PDF, PNG, HTML, and ZIP.

Note: ZIP files are generally used to upload HTML files and their related content since individual files cannot be attached together.

For more information about working with literature in Siebel CRM, see the chapter about literature administration in Siebel Applications Administration Guide.

To create a literature record and attach a thumbnail image in Siebel CRM

  1. Log in to the Siebel business application.

  2. Navigate to the Administration - Document screen, then the Literature view.

  3. In the Literature list, create a new literature record of type Message and complete the necessary fields.

    1. Click New File.

    2. Browse to and select a file from your local drive, and then click Open.

      The name of the file attachment appears in the Name and File Name fields.

    3. Enter a description of the file in the Description field.

      For example, enter HTML if this is an HTML ZIP file.

    4. In the Literature Type field, select Message.

    5. Enter the Release Date and the Expiration Date in the appropriate fields.

      The release date must be less than today’s date and the expiration date must be greater than today’s date.

    6. Select the Unzip On Download check box to download zip files and then unzip them so that you will be able to see the zip file items in the PCD Viewer.

      If the Unzip On Download check box is not selected, then zip files are downloaded only but not unzipped. In such cases, you will be unable to see the zip file items in the PCD Viewer.

      Note: This step applies to offline applications only (for example, Siebel Mobile disconnected applications).
    7. Step off the record to save it.

  4. In the Literature list, create a new literature record of type Thumbnail Image and complete the necessary fields.

    1. Click New File.

    2. Browse to and select a file from your local drive, and then click Open.

      The name of the file attachment appears in the Name and File Name fields.

    3. Enter a description of the file in the Description field.

    4. In the Literature Type field, select Thumbnail Image.

    5. The release and expiration dates are not required.

    6. Step off the record to save it.

  5. Attach a thumbnail image to a literature record as follows:

    1. Create two literature records, one of type Message and the other of type Thumbnail Image as shown in Step 3 and Step 4.

    2. Query for the literature record of type Message where you want to attach the thumbnail image.

    3. In the Thumbnail Image field, select the image that you want to attach, and then click OK.

    4. Step off the record to save the changes.