Siebel 8.

0 Essentials

Business Layer Configuration: Picklists

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Module 30: Business Layer Configuration: Picklists

Module Objectives

To understand the two types of picklists To describe the difference between static and dynamic picklists To administer a list of values To configure static and dynamic picklists

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Picklists
Picklists allow the user to select a value, from a list of values, for a

single-value field
Makes data entry faster Enforces business rules Reduces errors
Picklists are of two types:

Static picklists Dynamic picklists

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Static Picklists

Static picklist draws values from data managed by an administrator, hence the values remain unchanged at runtime, making it Static A drop-down list of values is displayed, for selection by the user Copies the selected value into the destination field
No link to the original picklist data

A static picklist may be either bounded or unbounded

Bounded picklist forces the user to enter only values from the picklist Unbounded picklist allows the user to enter any value, even outside of the picklist, in the field

Indicates dropdown list present

Dropdown list

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Static Picklist Values

All static picklist values are stored in the S_LST_OF_VAL table The values appear in the List of Values or LOV Explorer

administrative views
Administration Data > List of Values (or LOV Explorer)
The type of the value indicates which static picklist it belongs to

Values for MR_MS static picklist

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Administering a Static Picklist

Navigate to Administration Data > LOV Explorer view Select an existing picklist or create a new one in the List of Values Types applet Expand the Type and select the child Values folder Edit the picklist values in the LOV applet

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Dynamic Picklist
Values are displayed in a pick applet Values are drawn from a BC

Values are dynamic and depend on current BC records

Dynamic picklist is used to update

joined fields
Copies the selected value into the Picklist field In addition, copies foreign key Id of selected value into destination field Indicates dynamic picklist

Pick applet displayed when icon clicked

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Picklist Terms
Originating business component: The BC with whose field a picklist is

associated Pick business component: The BC from where the value is drawn

Account Pick BC

Contact Originating BC

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Picklist Wizard
Use the Picklist wizard to create a new static or dynamic picklist Select File > New Object > Picklist

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Wizard Inputs for a Static Picklist

For a static picklist, the picklist wizard inputs are:

The project it will be a part of The BC and its field populated by the picklist Picklist name and type

BC and field populated by the picklist

Picklist type

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Wizard Inputs for a Static Picklist

Bounded or unbounded picklist Type value Picklist values May use existing type and/or values in S_LST_OF_VAL

Creating a new list of values

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Wizard Outputs for a Static Picklist

The outputs of the picklist wizard for a static picklist are:

A picklist object A pick map specifying values copied to the S_LST_OF_VAL table Values in S_LST_OF_VAL for the picklist Activated drop-down list column or control

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Activating a Drop-Down List Column or Control

The wizard may activate drop-down control for picklist field

The wizard displays all applets displaying the originating field Only the applets that are locked by the developer will be activated
The wizard also sets the list column or control Runtime property to

TRUE
Results in appearance of a drop-down arrow

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Wizard Inputs for a Dynamic Picklist

For a dynamic picklist, the wizard inputs are:

Project the picklist will be a part of Origination BC and its field for the picklist Picklist name and type

BC and field populated by the picklist

Picklist type

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Wizard Inputs for a Dynamic Picklist

A pick BC A field in the pick BC to sort on A picklist name A Search Specification

Pick BC

BC field to sort on

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Wizard Inputs for a Dynamic Picklist

Pick Applet properties (No Delete, No Insert, No Update, No Merge)

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Wizard Inputs for a Dynamic Picklist

Values for a pick map, mapping fields between the originating BC and

the pick BC

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Wizard Outputs for a Dynamic Picklist

The outputs of the picklist wizard for a static picklist are:

A picklist object A pick map constructed in the wizard A pick applet, if needed Activated control or list column in applets containing the originating field Must have Runtime property set to TRUE

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Constrained Picklist
A constrained picklist filters values in the list dynamically, based on

values in parent picklist

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Constraining a Picklist
Create a pick map definition for every field that must match For each of the matching fields, set the Constrain property to TRUE This filters the pick BC records for matches

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Module Highlights
Picklists allow selection of values from a list, for a single-value field Static Picklists:

Display values in a dropdown list Contain values managed by List of Values administrative views Store values in S_LST_OF_VAL table
Dynamic Picklists:

Display values in a pick applet Contain dynamic data Access data in pick BC using a foreign key

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Lab
In the lab, you will:

Create new static and dynamic picklists

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