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On Demand Education Ltd - Siebel Cookbook 2 - System Activity Object



Discussing the little-known System Activity Object in Siebel Tools

Discussing the little-known System Activity Object in Siebel Tools

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On Demand Education Ltd - Siebel Cookbook 2 - System Activity Object On Demand Education Ltd - Siebel Cookbook 2 - System Activity Object Presentation Transcript

  • Siebel Cookbook
    Recipe Two
  • System Activity Object
    Defines the Properties of a Business Component used in certain commands like Send Email and Send Page
  • Recipe
    Update the Send Email Command to attach the Activitycreatedwhen the user isworkingwith a Service Request, to the Opportunity Id, if specified.
    You willneed
    Siebel Call Center Developer Client
    Siebel Tools
  • Preparation
    Make sure you have a working Siebel Call Center and Sample database
    Identify and backup your SRF file for the Developer Web Client
    Identify the Business Component and Applet you will be editing and Archive to a SIF
  • Part One
    Modify the Business Component Service Request
    Expose OPTY_ID as a Field, Opportunity Id
    Create a Join to S_OPTY withJoinSpecificationusingOpportunity Id
    Create a new Field, using the Join, exposing the S_OPTY NAME as Opportunity Name
    AddPickList « PickListOpportunity » and PickMap of Opportunity Id and Opportunity Name
  • Part Two
    Modify the Service RequestDetail Applet to expose the new Opportunity Name field
    Set the Pick Applet Property to show the OpportunityPick Applet
    Set Runtime to TRUE and Read-Only to FALSE
    Display the auto-created Label
  • Part Three
    Display the System Activity Object in the Object Explorer
    Lock or Check Out the Project to render the Service Request System Activity Object read/write
    Update the Opportunity ID property to the Opportunity Id field you created in Part One
  • Part Four
    Compile all the edited Objects into the Developer Client SRF
  • Part Five
    Login and Associate an existing or new Service Requestwith an existing or new Opportunity
    While on the Service Request, send an Email (F9) to the Contact
    Observe itisassociatedwith the Service Request AND the Opportunity
  • Conclusion
    System Activity Object controls the behaviour of the Business Component when Send Email Command is executed
    It has a number of Properties for Foreign Keys
  • For more Cookbook Recipes