GenerateProposal Method for a Business Component

To create a new proposal record, the GenerateProposal method uses a template and settings from the DocServer as input. The DocServer is third-party software that specializes in searching, storing, and serving documents. It creates the proposal.

Format

To specify a custom template, use the following format:

BusComp.InvokeMethod("GenerateProposal", RecordExists, Replace, TemplateFile)

To use the default proposal template, use the following format:

BusComp.InvokeMethod("GenerateProposal", RecordExists, Replace)

The following table describes the arguments for the GenerateProposal method.

Argument	Description
RecordExists	You can use one of the following values: TRUE. Siebel CRM uses the proposal that is currently chosen. FALSE. Siebel CRM creates a new record.
Replace	You can use one of the following values: TRUE. Siebel CRM copies the template file from the template to the proposal as a draft file. FALSE. You typically set the Replace argument to FALSE.
TemplateFile	Optional. You can use one of the following values: A string that specifies the name of the template to use. If this argument receives a string, then the proposal searches for the first template record whose name contains the string passed. NULL. Uses the default template. This is default value.

Used With

To use this method, you can use a BusComp.InvokeMethod call with the following interfaces:

• Browser Script

• COM Data Control

• COM Data Server

• Siebel Java Data Bean

• Mobile Web Client Automation Server

• Server Script