Thursday, May 21, 2020

Symbolic URL

In Siebel Symbolic URL is one of the ways to integrate external applications through UI.

Few requirements in which we can use symbolic URL:

  • To integrate organization portal with Siebel CRM so that user can direclty access portal within CRM application.
  • To integrate Google Maps with Siebel CRM so that user can find the contact’s Mailing address.

Saturday, May 16, 2020

Masking of a Business Component field

Sometime we get a requirement to display only last four characters of phone numbers or social security number or credit card number or debit card number and all other characters should be masked.

For example:

Phone Number: (780) 977-8665
Phone Number to be displayed: (XXX) XXX-8665

Configuration:


Login to Siebel Tools, navigate to Business Components in OBE and query for the business Component where we need to make changes.

Create a new calculated field in the business component as mentioned below:

Name
Calculated
Calculated Value
Work Phone Display
Y

Add two user properties to the newly created calculated field as described:

Name
Value
Display Mask Char
X
Encrypt Source Field
Work Phone # (Field that needs to be masked)


Expose the newly created field at the UI and compile the modified objects.

Saturday, February 29, 2020

Hide an Applet through Personalization

Through Personalization we can hide an applet based on the user’s responsibility.

Following steps needs to be followed for Personalization:


1. In Site Map navigate to Administration – Personalization > Applets.





2. Create a New Record in the List Applet Window with following details:


a. Applet Name: Applet name where Personalization needs to be placed

b. Conditional Expression:

InList("Name of User Responsibility to be searched", GetProfileAttr("User Resposibilities"))


3. Click Applet Menu to Reload the Personalization.





4. Login and Test the Personalization settings.

Saturday, January 18, 2020

Clear cache of Data Maps After Making Changes

Data Maps are one of the objects that is stored in Cache. So once a Data maps has been created or modified, the cache must be cleared in order to get the changes reflected in the application.
Following are the options we can use to clear the cache and to see the changes.
  • Restart the Siebel Server or Component to get the change permanently.
  • In site map go to the Administration –> Outbound Web Services or Administration –> Inbound Web Services view and click the "Clear Cache" button.



  • Use a Workflow with a step to call the Business Service "EAI Data Transformation Engine" with method "Purge" (no arguments are required).

GetProfileAttrAsList Function

GetProfileAttrAsList function returns the MVG value as a list. 

We can use GetProfileAttrAsList in the EXISTS operator to create expressions to match MVG profile attributes with appropriate Siebel content.

GetProfileAttrAsList function Syntax: GetProfileAttrAsList ('profile')

Example: If State MVG has the values CA, GA, and MA, where CA is primary; 
GetProfileAttrAsList ('State')  returns CA, GA, MA.

InList Function

InList function, will searches for the string in Comma Separated Values, based on the string provided to search (two arguments are mandatory) and returns True if string occurs one or more times in a comma-separated list.
InList Function Syntax:
InList(“<string to search>”,”<comma separated values>”)
Example: InList("xyz", "asd,xya,xyz")

Friday, January 17, 2020

Different types of Applet

Following are the types of applet which are there in Siebel.
  • Association List
  • Detail
  • MVG
  • Pick List
  • Playbar
  • Standard
  • Task



Updating parent BC depending on the status of child BC using configuration

Parent BC: Service Request Child BC: Action Requirement: When all the Actions corresponding to an SR are closed the SR status should be “Clo...