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Managing the Behavior of Lookup Windows

You can manage the behavior of Lookup windows, which are used with the smart association functionality of Siebel CRM On Demand. Smart associations make it easier for users to associate different record types, such as Account, Contact, Opportunity, Activity, and so on with each other.

For examples, in cases where there is a single association, users can type the name of the associated record and the application automatically attempts to resolve the association. For example, when creating a task, users can type an account name in the Account field. When the user saves the record, the application then automatically searches for accounts that match. If a unique match is found, the appropriate account is used. If no matches or multiple potential matches are found, the user is presented with a Lookup window where they can perform additional searches or pick the appropriate account. Rather than use this auto-resolve feature, the user can also click the Lookup icon to display the Lookup window directly.

In addition, certain areas of the application allow multiple associations. For example, users can associate multiple contacts with tasks, as they are creating or editing the task. (This multi-association control is not provided in the default page layout, so you must add it to the page layout.) On the Task Edit screen, when the user clicks the Lookup icon to associate contacts, the Lookup window is pre-filled with contacts associated with the account that was specified for the task. The user can then select one or more contacts in this Lookup window to associate those contacts with the task. This capability is not available for all associations. It exists only for certain configured association controls. For example, if the Account field in a Task record has a valid value, and you click the Lookup icon for Opportunities, the window is not pre-filled with records, but the user can select a list of opportunities from the drop-down list.

Two options are available for configuring the behavior of the Lookup window for each record type:

  • Execute Default List on Lookup Window. If this option is selected, the list of available records is displayed in the Lookup window when it is opened. If the option is not selected, no records are displayed when the Lookup window is opened. This option is selected by default.
  • Auto-resolve Enabled. If this option is selected, smart associations are automatically resolved. If it is not selected, smart associations are not automatically resolved, and the user must click the Lookup icon and use the Lookup window. This option is selected by default.

Before you begin. To perform this procedure, your role must include the Customize Application privilege.

To manage the behavior of the Lookup windows

  1. In the upper-right corner of any page, click the Admin global link.
  2. Click the Application Customization link.
  3. In the record type Application Customization page, click the record type Lookup Window Setup link.
  4. In the Lookup Window Setup page, select or clear the following check boxes:
    • Execute Default List on Lookup Window
    • Auto-resolve Enabled
  5. Click Save.

    For the options to take effect, you must sign out of the application and sign in again.


Published May 2008