Making Fields Active

The following user properties together determine if a record is active. An “active” record means that you can update Fields on the record or delete it. “not active” means the record is read only.

The following user properties together determine if a record is active:

• Active Field. Specifies the business component field that Siebel CRM uses as the active flag for this business component.

• Active Value. Specifies how to interpret the value of this flag.

The value for the Active Field Business Component user property must contain the name of a field that resides in the current business component and that Siebel CRM uses as the active flag for this business component. This means that if the value or expression in the Field evaluates to true, the record is editable. If it evaluates to false, the record is read-only.

If the value of the active flag for a record is:

• Y. This record is active in any of the following situations:

  • The value of the Active Value user property is Y.

  • The Active Value user property does not exist for a business component.

• N. If the value of the Active Value user property is N, then this record is active.

Consider the following example:

• The value of the Active Field user property on the Quote business component is “Active”.

• The Active Value user property does not exist on the Quote business component.

In this situation, if the value of the Active field on a record is Y, then this record is editable.

Consider the following example:

• The value of the Active Field user property of the Fund business component is “Locked Flag”.

• The value of the Active Value user property of the Fund business component is N.

In this situation, if the value of the Locked Flag field on a record is N, then this record is editable.

We have these possibilities.

• Active Field returns the value Y AND the Active Value is Y: The record is editable.
• Active Field returns the value Y AND the Active Value Business Component User Property has not been defined on the Business Component: The record is editable.
• Active Field returns the value Y AND the Active Value specifies N: The record is read only.
• Active Field returns the value N AND the Active Value Business Component User Property has not been defined on the Business Component: The record is editable.
• Active Field returns the value N AND the Active Value Business Component User Property specifies Y: The record is editable

Siebel CRM can update an active record. It cannot update a record that is not active (editable).

You can configure Siebel CRM to modify the value for this user property, create a new instance of it, or deactivate it. No more than one instance can exist for each business component.