Siebel Mantra

Siebel Application Usage Pattern Tracking

2016-05-11T06:34:00.001-07:00

Siebel CRM Innovation Pack 2015 onwards, Application usage tracking becomes very easy as it is available OOTB and administrators can setup this in the application to get the details like "who", "when" and "how many times" access any UI/feature in the Siebel application. The best part is, it is so much configurable that administrator can decide what all events need to be captured and analyzed.

Auto Fix the Product structure in Quote/Order Line Items

2016-05-09T06:20:00.001-07:00

There are situations when due to some business requirements you make changes in the existing Products/Promotions (configured in Administration – Products screen), may be you add a simple product at the second level hierarchy with a minimal cardinality as 1 or add some attribute with some pre-default value and so on. So, in these kind of situations, while you are working on Asset based ordering

Siebel CRM Innovation Pack 2016 is here!!!

2016-05-03T06:06:00.001-07:00

Good News!! Siebel CRM Innovation Pack 2016 is released with lot many new functionalities and highlights. Enjoy this youtube video to get a glimpse of it. https://youtu.be/CYNxGSJ7xdQ Can also go through the Doc Id 2121894.1 on the supportweb for more details. Cheers Gaurav

Multi Org support for an Inbound Web Service

2016-02-19T03:27:00.000-08:00

Let’s talk about a scenario today. We have different end-users from India, USA etc logged into the web-portal for placing their orders and from the web portal they can register themselves. We have a “Create Account” Inbound Web Service which is used to create Accounts in Siebel. Whenever a new customer register himself, the web portal sends the information to AIA and then AIA invokes

How to perform "Apply Promotion" on Order?

2016-02-17T06:51:00.000-08:00

If you are an expert in Siebel Order Management area, you would know that the OOTB workflow "ISS Promotion WS - ApplyProductPromotion" comes very handy for the scenario where we want to apply a Promotion on an existing Quote. Meaning this workflow accepts two input process properties, and System will gives you a complete quote hierarchy with the whole Promotion structure expanded in the Quote

Two Buttons with same Method Invoked = ShowPopup, displaying different popup applets!!

2013-08-02T01:35:00.000-07:00

After reading the title of this post, you might have got some idea what the scenario I am going to talk about today. This is the scenario where I have two buttons exposed on the UI and both having the same Method Invoked = "ShowPopup". Here below is the snapshot: 1. Create SR :&

How to display Popup applet in Siebel - Possible ways!!

2013-08-02T00:20:00.000-07:00

Siebel provides various different OOB ways to display a Popup applet, no matter if it a list applet or form applet. Here below is the list of all possible ways: 1. ShowPopup This is a straight forward OOB way to display a popup applet which is mostly used to display a popup when button is clicked. · User Prop 1: Name - CanInvokeMethod: NewQuery Value - False · &

How to send Email in HTML Format with dynamic data and dynamic attachments?

2013-07-26T04:18:00.000-07:00

After reading my earlier post on sending emails in HTML format, two readers Rishikesh and VP asked, if it is possible sending email using dynamic email template and with the attachments. After reading the complete requirement, I thought its worth a separate post. So, here is the solution - 1. Lets assume we have an email template based on Quote business component as per below screen

How to get Carriage Return in Siebel Workflow?

2013-07-25T01:08:00.000-07:00

I was working on a requirement where in one of the step in the Workflow using "Outbound Communications Manager" business service for sending an email using method "SendMessage". And depending upon the value of some process property, I need to add some more texts at the end of email body. The problem came in when I tried adding extra text using expression, the carriage return was not

Siebel Runtime Event and Workflow Process

2013-07-24T20:58:00.003-07:00

In Siebel world, Runtime Event (RTE) and Workflow Process seems to be very good friends. Both understand each other pretty well. Whenever there is a need to implement any functionality on based of some trigger, these two friends comes hand in hand. I usually make use of both of them most of the time to make a good solution. Few things to keep in mind when we use them for any requirement:

How to expose a hidden field in Siebel list applet?

2013-07-24T20:57:00.000-07:00

This is a very simple requirement that I am talking about today, where on a button click you are required to do a GetFieldValue() of a active BC field, which is NOT exposed on the UI and doesn't have the Force Active property checked. If you try to do that, system prompts an error sayng: A script failed to get the value for field <field name> because the field was not active.(

How to migrate Runtime Events (RTE) from one env to another env?

2013-07-24T20:54:00.001-07:00

Runtime Events (RTE) and Data Validation Manager (DVM) are the two highly used features whenever there is a requirement for imposing business rules in the process. Every another project has their own business rules to implement and Siebel developers use RTE and DVM as their first choice (mostly). Problem comes in when you are done with the development and now its time to move the RTE and DVM (

How to get the Date difference in Days, Hours, Minutes, Seconds

2012-12-23T02:58:00.000-08:00

A one liner solution for requirement to find out the date difference between two different dates in eScript: function Service_PreInvokeMethod (MethodName, Inputs, Outputs) { var Date1 = new Date("12/22/2012"); var Date2 = new Date("12/23/2012"); TheApplication().RaiseErrorText( "Date1 =" + Date1 + "\n Date2 = " + Date2 + "\n Date Difference in Days = " + (Date2.

How to add number of Hours to a Date Field

2012-12-22T07:34:00.000-08:00

I am back with a very basic requirement which might looks very easy, but the solution might not be that easy to implement. Requirement: I have a Service Request form applet where I have following fields exposed on the UI: Severity - LOV field values: a) 1-Critical b) 2-High c) 3-Medium d) 4-Low Commit Date - Date Time field Depending upon the Severity, being set by the user, system

Understanding EAI Transaction Service

2012-01-22T21:53:00.000-08:00

Recently I got the chance to work on a EAI requirement which requires the use of business service: "EAI Transaction Service" This post might help you if you are hearing this business service for the first time. First of all, let me tell you what was the requirement for which I used this business service and later will tell you how it works. Requirement We have integration

How to update Child BC records on update of Parent BC record?

2011-08-19T02:46:00.000-07:00

Siebel provides various ways of achieving the same solution, but you need to do the analysis beforehand to pick the right one. Recently I got one basic requirement that: As soon as the Opportunity Sales Stage gets "Approved", all the Activities (Child of Opportunity) status should automatically set to "Approved". Any Siebel Geek can offer multiple ways to achieve this solution: 1. Write a

Child Field Read Only depending on Parent Field Value

2011-07-27T00:06:00.000-07:00

Sometimes it happens that you get a very simple requirement to implement and in a single glance you say, "Well, this is very easy to implement" and when you actually see the result on the UI after the configuration you have done, you start scratching your head to find out the reason for not getting the result as per the expectation.Today, I am going to discuss a very simple requirement you might

How to send email containing multiple child records data?

2011-07-18T03:43:00.000-07:00

I am pretty sure you will find this post very interesting, if you ever get a requirement to send a email in HTML format and email should have the details of the child records(dynamic data) as well.XSLT (XSL Transformation) can do wonders for this kind of requirement where the basic idea is to get data in XML hierarchy from Siebel (which you can easily do via EAI Siebel Adapter and convert it into

How to make all Child BCs read-only when Parent BC becomes read-only?

2011-07-15T03:24:00.000-07:00

Today I am going to discuss one interesting requirement where you are required to make all the Child Business components read only as soon as the Parent business component becomes read-only.Actual scenario goes like this: As per the business requirement, we need to have the Opportunity business component read-only when Sales Stage is Approved. For this simple requirement we configure the BC User

Use GetAssocBusComp () with caution!!

2011-07-14T06:05:00.000-07:00

Sometimes we write script and never realize it might result in error due to record set on which it is getting operated and it becomes issue in live environment. Similar kind of scenario I observed while using "GetAssocBusComp()". Siebel geeks who have used this method before must be aware that this is being used to get the Association business component and it's "Associate" method is being used

How to send Email in HTML Format?...... contd

2011-07-01T01:24:00.001-07:00

In continuation of the previous post, I found another good way to achieve the requirement of sending email in HTML format and moreover you are required to replace the field values dynamically from business component. So the extra information you need to provide to Outbound Communication Manager is the ROW_ID of the record in context.Suppose, here below is the Email Template need to send in HTML

How to send Email in HTML Format?

2011-06-30T09:21:00.000-07:00

If you get a requirement to send an email from Siebel, the very simple way is to make use of OOB business service, i.e "Outbound Communications Manager" with the method "SendMessage". Following input parameters would be enough for this purpose: a) MsgToList b) MsgSubject c) MsgBody d) CommProfile Here below is the working example for the same: var inp = TheApplication().NewPropertySet();

Query performance issue : Dedicated Client Vs Thin Client

2011-05-19T05:12:00.000-07:00

Very strange behaviour I observed today while working on a performance issue where whenever user do a query in Purchase Order Pick applet, query was taking more than 1 minute to execute in thin client but the same query behaves perfectly fine in dedicated client.So while working on any performance issue, you always want to see the performance on dedicated client as well, so I did the same.1. Took

Constraining Business Component to accept unique value for some fields

2011-05-18T01:03:00.000-07:00

One of the interesting requirements I heard recently to put a check on the business component to accept only those records which has the unique value in specified fields. Actual requirement goes this way: “Opportunity Product” is the child business component of “Opportunity” Business Component. System should not allow adding the Opportunity Product record with the same “Product” associated with