Essentials (Siebel 7.

7)

Module 30: Configuring

Picklists
Module Objectives

After completing this module you will be able to:

 Configure a picklist
 Describe the differences between drop-down lists and
picklists
 Administer a list of values
 Configure a drop-down list

Why you need to know:

 Enables you to add picklists to your Siebel application

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Picklists
 Allow users to populate one or more single value fields by
selecting a value from a list
 Enforces business rules and polices
 Makes data entry faster
 Reduces errors
 Can be either:
 Static
 Dynamic

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Picklist Terms
 Siebel applications picklists:
 Are associated with a field in the originating business component
 Draw values from a pick business component
Opportunity: originating
business component

Account: pick business component

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Static Picklist
 Draws values from picklist data managed by an administrator
 Values displayed in static picklists do not change during run time
 Displays values in a drop-down list for user selection
 Copies the selected value into destination field
 No link to the original picklist data
 Can be bounded or unbounded
 Bounded picklist forces users to enter only a value in the picklist
 Unbounded picklist permits users to enter any value into the field
Drop-down
list

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The S_LST_OF_VAL Table
 Holds picklist values for all static picklists
 Exists in the application database
 Has values entered through List of Values Administration view
or by batch loading
Access to view is typically
limited to administrators

Specifies a
value in the
MR_MS picklist

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Administering a Picklist
 Navigate to Site Map > Administration – Data > List of Values
Explorer to administer static picklist data
 Select an existing picklist or create a new picklist type in the List of
Values - Types applet
 Expand the type and select the child Values folder
 Edit the picklist values in the List of Values (LOV) applet

Do not change names of

Siebel-supplied values

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PickList Generic Business Component
 Is a Siebel-supplied business component that references the
S_LST_OF_VAL table
 Static picklists are based on PickList Generic

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Creating a Static Picklist
 Create object definitions to:
1. Define the static picklist
2. Specify the field to be populated by picklist
3. Specify mapping between picklist and the originating business
component field
4. Enable the user to invoke the picklist
 Can possibly use an existing LOV Type

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1. Define the Static Picklist
 Create a Pick List object definition
 Set Business Component property to PickList Generic
 Set Type Field property to Type
 Set Type Value property to picklist name in S_LST_OF_VAL
 Set Bounded property to TRUE for bounded picklists

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2. Specify the Field to Be Populated
 Select the single value field to be populated
 Set the PickList property to the name of the static picklist

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3. Specify Mapping
 Create an SVF Pick Map definition
 Set Field property to the field to be populated
 Set Pick List Field property to field in Picklist Generic to copy
 Usually copy the Value field (VAL column)

Indicates to pick from the

Value field in Picklist
Field in Generic (maps to VAL in
originating BC S_LST_OF_VAL)

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4. Enable the User to Invoke the Picklist
 Identify the list column/control that references the field with a
picklist
 Can involve multiple applets
 Set the Runtime property to TRUE
 A drop-down arrow appears as a cue

Runtime set to
TRUE

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Drop-Down
 Is used to display values for a static picklist
 Is auto-generated at run time

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Pick List Wizard
 Use the Pick List wizard to create a new static picklist
 Select the originating business component and field
 Select an existing picklist or create a new one
 Wizard adds the new picklist values to the S_LST_OF_VAL table
 Set Runtime property on list columns or controls to TRUE to
enable users to invoke the picklist

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Dynamic Picklist
 Draws values from a business component with records edited
by users
 Values displayed in picklist change during run time
 Is used to update joined fields
 Copies foreign key reference to the selected value into
destination field
 Reflects the current data in the database

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Creating a Dynamic Picklist
 Create object definitions to:
1. Define the dynamic picklist
2. Associate the picklist with a field
3. Specify mapping between the pick BC and and originating BC
fields
4. Identify an existing pick applet (or create a new one) to display the
pick data
5. Enable the user to invoke the picklist

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1. Define the Dynamic Picklist
 Create a Pick List object definition
 Set the Business Component property to the name of the pick
business component

Pick business
component

Determines
whether users can
add or delete
records through
picklist

Leave blank for

dynamic picklists

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2. Associate the Picklist with a Field
 Select the single value field to associate the picklist
 Determined by the list column or control in applet
 Set the Picklist property to name of dynamic picklist
Originating BC

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3. Specify Mappings
 Create SVF Pick Map definitions to:
 Map fields in the pick business component to the respective joined
fields
 Updates the values displayed in the applet
 Map the primary key field in the pick BC to the foreign key field
 Updates the FK field so new values are retrieved in future

Fields in originating BC Fields in pick BC

Maps the primary key

of the picked Account
to the foreign key on
the originating BC

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4. Identify or Create a Pick Applet
 Identify an existing pick applet to display records from the pick
business component
 Search for applets of Type Pick List that reference the pick
business component
 Verify that the applet displays enough list columns to allow the user
to distinguish the desired record

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4. Identify or Create a Pick Applet Continued
 If a suitable pick applet does not exist, create a new one
 Copy an existing pick applet
 Copies all controls required for pick applet
 Set the Business Component property to reference the pick
business component if required
 Edit list columns as required

Pick
applet
controls
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5. Enable User to Invoke the Picklist
 Identify the list column or control that references the field with the
picklist
 Set the Runtime property to TRUE
 Set the Pick Applet property to the corresponding pick applet

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Pick List Wizard
 Use the Pick List wizard to create a new dynamic picklist
 Select the originating business component and field
 Select an existing picklist or create a new one
 Indicate the pick business component if a new list
 Wizard can build new pick applet if desired

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Constrained Picklist
 Filters values dynamically to display only records with one or
more fields that match corresponding fields in the originating BC
record

Values available Values available

when Network when Upgrade
is chosen is chosen

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Constraining a Picklist
 Create a pick map definition for each field that must match
 Set the Constrain property to TRUE for each of the matching
fields
 Filters the pick business component records for matches
 Does not copy values for the field

Constrained to return only

Sub-Areas whose Parent is
equal to the Current Area

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Summary

This module showed you how to:

 Configure a picklist
 Describe the differences between drop-down lists and
picklists
 Administer a list of values
 Configure a drop-down list

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Lab
 In the lab you will:
 Create a new static picklist
 Create a new dynamic picklist

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