![]() |
|
![]() |
About Field ManagementIn Siebel CRM On Demand you can perform the following field management tasks for the different record types: When you create custom fields or edit field definitions, you can specify default values for the field that take effect when new records are created. You can also specify that field validation is performed for the field to ensure that it has a particular value. About Field ValidationWhen you create custom fields or edit field definitions, you can specify in the Field Edit page that fields are required or read-only. Also, in the Enterprise Edition of Siebel CRM On Demand, you can define custom field validation rules that take effect when saving new or updated records. Required FieldsThere are various situations where you might define fields as required. For example, your company might require that every service request must track information on the cause of a service request. In this case, you specify that the Cause field for service requests is required. Then, when a record is created or updated, and saved, the application validates that the Cause field is NOT NULL. As another example, your company might have a business policy that if an opportunity is lost, which had an expected revenue of $100,000 or greater, the reasons for losing must be tracked. In this case, you define the Reason field on Opportunity as required only when the Revenue field has a value greater than 100,000. When an Opportunity record is saved, the application validates that the Request field's value is greater than 100,000. If a validation fails, an error message is displayed, warning users to enter a value for the required field before saving the record. You can also specify a custom error message (in the Field Validation Error Message field) to be displayed if the validation fails. When you specify a field as Required, the validation is enforced through all interfaces, including the user interface, Web Services, data import, and bulk data load. The fields specified as required in the Field Edit page, are required fields for all users, regardless of their role. If you need to make a field required only for a specific role, you can do so by editing the appropriate page layout for fields that are not already required fields. For more information, about editing page layouts, see Customizing Static Page Layouts. Read-Only FieldsThe following are situations in which you might define fields as read-only:
Custom Field Validation RulesIn the Enterprise Edition, you can use Siebel Query Language to create expressions for custom field validation rules. You can click the fx icon next to the Field Validation field to open the Expression Builder window in which you can enter an expression. For information about the syntax you can use for expressions, see Creating Expressions with Expression Builder. The use of Siebel QL Expression Builder must be set up for your company through the Administer Advanced Field Management privilege. The following are situations in which you might define custom field validation rules:
Restrictions on Specifying Field Validation RulesYou cannot specify field validation rules for these types of fields:
About Defining Default Field ValuesYou can specify default values for fields in the Default Value field in the Field Edit page when you create custom fields or edit field definitions. Specifying a default value for a field is useful where you require:
NOTE: Most of these are possible only if your role includes the Advanced Field Management privilege. There are two types of default values for fields:
Pre Default is the default type of value for fields. You can specify Post Default by selecting the check box of that name in the Field Edit page. Default field values are applicable to new records only, and not applicable to record updates. If you specify a default value for a field that already has a system-specified default, your value takes precedence for your company. You cannot set default values for these types of fields:
The functionality for defining default field varies depending on whether you have the Standard Edition or the Enterprise Edition of Siebel CRM On Demand. The following table shows the default values that you can specify for the different field types in the Standard Edition.
In addition:
In the Enterprise Edition, you can also use the full functionality of Siebel Query Language to create expressions for default field values. You can enter an expression directly in the Default Value field or click the fx icon to open the Expression Builder window in which you can enter an expression. For information about the syntax you can use for expressions, see Creating Expressions with Expression Builder. The use of Siebel QL Expression Builder must be set up for your company through the Advanced Field Management privilege. | ||||||||||||||||||||||||||||||
Published 05/11/2007 |