Dynamic Drilldown Destinations Revisited

Recently, I came across student comments which lead me to the assumption that - despite its simplicity some developers out there have not yet grasped the concepts of dynamic drilldown. Rumors have it that some of them even resort to scripting to manage view navigation based on conditions :-P Here's a simple example to follow (if you don't have anything better to do during these final summer days): We have a sample requirement to configure the Order Entry - Order List Applet (Sales) so that the following navigation pattern is supported when users click on the order number. For orders with a status of "Complete", navigate to the Order Entry - Shipment Line Detail View (Sales). For orders with a status of "Pending", navigate to the Order Entry - Line Items Detail View (Sales). For all other orders, go to the Order Entry - Order Form Header View (Sales).

To implement this, we check out the Order Entry - Order List Applet (Sales) and deactivate the existing drilldown objects which reference the Order Number field. Then we create the following new drilldown objects for the Order Number field: 1. Name: AHA Order Number Dyn DD; View: Order Entry - Order Form Header View (Sales); Sequence: 1 2. Name: AHA Order Number (Complete); View: Order Entry - Shipment Line Detail View (Sales); Sequence: 6 3. Name: AHA Order Number (Pending); View: Order Entry - Line Items Detail View (Sales); Sequence: 7 The Sequence property controls the order in which the Siebel framework evaluates the drilldown objects if there are more than one drilldown objects for the same field - which requires that dynamic drilldown destinations must be set up for the lowest sequence entry. In our case, the AHA Order Number Dyn DD is the first in the sequence for the Order Number field. With the AHA Order Number Dyn DD drilldown object selected, we display the dynamic drilldown destination list and create the following records: 1. Name: Complete; Field: Status; Value: Complete; Destination Drilldown Object: AHA Order Number (Complete); Sequence: 1 2. Name: Pending; Field: Status; Value: Pending; Destination Drilldown Object: AHA Order Number (Pending); Sequence: 2 Observe that we only have to create two dynamic drilldown destinations, the destination view of the parent drilldown object will be navigated to when there is no matching field value found.

The screenshot above shows the final configuration. The red arrows indicate that when a user clicks on the order number, the first drilldown object in the sequence will be evaluated. As there are dynamic drilldown objects specified, they are evaluated next and the final destination drilldown object will be computed by matching the current record's status field value with the value defined in Siebel Tools. Summary Dynamic drilldown is a well known but easily misunderstood standard feature in Siebel CRM. In this post we tried to clarify the concept with a simple example.

Read more: http://siebel-essentials.blogspot.com/2011/08/dynamic-drilldown-destinations.html#ixzz1wev0XUtd

A Story of a Dynamic Drilldown Issue

Don't worry I am not going to narrate any story out here like there was a king who's name was "drilldown" and there was a queen :) . There is really a nice and hidden fact that people rarely know when they are configuring Dynamic Drilldown in an applet. I came across this fact when we got stuck in one of the Production issue which was being faced by only one user and for rest of the users that dynamic drilldown was working fine.

So, the story goes this way : In our Siebel application, we had configure a dynamic drilldown on field "Opportunity Name" which exist on list applet "Quote List Applet" in My Quotes View. The drilldown was dynamic in nature as depending upon the "Business Type" of Opportunity, system can drilldowns to various views. For Eg:

Business Type ================= View to drilldown =========== Manufacturing =================== Opportunity View - Manufacturing Retailing ======================= Opportunity View - Retailing

Production ===================== Opportunity View - Production Service ======================== Opportunity View - Services

and in-case no business type has been defined for an Opportunity, then system should drilldowns to "All Opportunities View" view. That means "All Opportunities View" was the default view for this dynamic drilldown.

Now, the issue faced by the user in Production env was, whenever he tries to drilldown on "Opportunity Name" field in "Quote List Applet", he was getting the error "You don't have priviledge to see this record" and seeing this error he got shocked as the record he wanted to see was created by him only. He can very well see that Opportunity record in "My Opportunities" view with no issues. But the only thing that was not working is the drilldown.

Now, after getting this issue, the first thing that will come into the mind is : "just go and check if "Opportunity View - Retailing" view" is available under user's responsibility or not and when we checked, we found it was there. We took a deeper dive and checked the drilldown for the same user for Business Type = "Manufacturing" (already confirmed "Opportunty View - Manufacturing" view was there under the responsibility), but again the same error "You don't have priviledge to see this record"........ So, no matter what the "Business Type" is, he was not able to drilldown on any of the Opportunities. After lot much of head-scratching, we observed that there was a difference between the number of views available under the responsibility for the user who was able to do the drilldown and which one not. The difference was : "the default view of the dynamic drilldown was not available under the responsibility of the user". Somehow it got deleted or something, not sure how it was happened, but there on we come to know this basic learning while implementing dynamic drilldown, i.e. "Don't forget to include the default view of the dynamic drilldown under the user's responsibility, otherwise it will not work". . . cheers :) try it

Siebel Certification - Questions : Part3

1. If u want to assign German opportunities to Sales persons from Germany what criteria would you use 1. 2. 3. 4. 5. 5 Compato Compare Compare Compare Compare person to objest to person to organization object to person

2. Foreign key suffix is 1. 2. 3. 4. 2 _FK _ID _PK _UK

3. User synchronizes to server and the server values are overwritten, in this scenario option is 1. Server Wins 2. Client Wins 3. User Conflicts 2 4. Call center is what type of application 1. Employee 2. Customer 3. Partner 1 5. Workflow persistence two parameters, Choose 2 1. Frequency 2. Level 3. Dynamic 4. Value 1,2 6. Static picklist does which of the following, Choose 2 1. Updates joined fields 2. Picks value in to destination field 3. Can be bounded or unbounded 4. Can be only bounded 2,3 7. MVG does which of the following, Chose two

1. Runs just one query to retrieve parent record and the primary child record 2. Retrieves all child record in one query 3. Increases space on the View 4. Can have zero or more MVF 1,2 8. Where all can u compare object definition, Choose 3 1. Archive file and local repository 2. Import file to Export File 3. Server repository and local repository 4. Archive file and server repository 1,2,4 9. ____ replace Siebel tags with _____ 1. SWE 2. Data Manager 3. Repository data 4. Seed Data 5. Master Data 1,3 10. show drop down box contain 1. 2. 3. 4. 1 Views with related data Views with unrelated data Applet with related data Applet with unrelated data

11. Business components refers to 1. 2. 3. 4. 2 One table in the database One or many table in the database Many table in the database One table and Many Columns in the database

12. To bring party data into non-party business component the join specification destination column should refer 1. 2. 3. 4. 2 ROW_ID PAR_ROW_ID ROW_ID of Party BC Id

13. S_BU and S_ORG_EXT has 1:1 relation ROW_ID of S_BU is M-01-UX and the row_id of corresponding row in S_ORG_EXT is U-02-XY then the value of foreign key in S_ORG_EXT which refers to S_BU is 1. M-01-UX 2. U-02-XY

3. New ID Value 1 14. For 1:M link you have to set 1. 2. 3. 4. 5. 1 Parent business component Destination column Inter Parent Table Inter table Inter Child Table

15. For parent, child, and grandchild in view you need 1 2 3 1 2 link links links link and 1 join

16. Which Position can delete, merge and do a forecast of opportunity 1. 2. 3. 4. 1 Primary Secondary Created By Siebel Administrator

17. To have good performance you need to set sort specification 1. 2. 3. 4. 2 In DESC order as that in Index In the same order as that in Index Non-Index Columns Use Columns from extension tables

18. If a post default value is set for the field in BC then 1. It assigns value to field if the user does not enter any value for it before inserting record in the database 2. It assigns default value to the field even if the user assigns a value before save. 3. It assigns a default value and user can overwrite the value set 1 19. If no default drilldown is configured in dynamic drilldown then on clicking 1. 2. 3. 4. 1 No drill down will occur Will display Error Drill down to the first configured drilldown Drill down to the last configured drilldown

20. Siebel support relation of type, choose 3

1. 1:1 2. 1:M 3. M:M 4. 1:2 1,2,3 21. If mobile client goes for a long leave what is the following best option 1. To deactivate the user and create a new account upon arrival 2. To deactivate the user and activate and synchronize upon arrival 3. To deactivate the user and extract the new database again when he returns. 3 22. Which of the following is TRUE for using Picklist 1. Only for updating SVF 2. Only for updating MVF 3. Updating joined field in BC 1 and 3 23. For personal based access control, owner type is set to 1. 2. 3. 4. 1 Person Position Organization Group

24. My Teams view shows data for 1. All record assigned to him 2. All his subordinates 3. All records across the organization 1,2 25. Advantages of internalization is 1. 2. 3. 4. 2 Uni-directional support Bi-directional support Single Currency Single number format

Siebel Certification - Questions : Part1

1. Which Siebel feature enables you to automatically apply a discount to a customer s order when the customer adds both a printer and replacement ink cartridges to their online shopping cart?

A. Siebel Workflow Policy Program

B. Action Sets C. Siebel Assignment Manager D. Rule Sets B 2. You currently have a Siebel Operation step in a Workflow Process that updates SR priority from Low to High. You now want the Sub Process step to change the priority to Very High rather than High. How do you change this detail?

A. Double-click the Siebel Operation step in the Process Designer B. Delete the step and replace it with a new Sub Process step C. Right-click the Siebel Operation step in the Process Designer D. Double-click the Sub Process step in the Process Designer D 3. Which of the following is an Enterprise Component Group that should be enabled prior to running Siebel Workflow? A. Workflow Process Batch Manager B. Workflow Action Agent C. Workflow Monitor Agent D. Workflow Management E. Workflow Process Manager D 4. Which of the following is NOT an option with Siebel Workflow s Wait Step? A. Pause a process for a specified amount of time B. Pause a process until a specified runtime event occurs C. Include a restart parameter in the process D. Include a timeout parameter in the process C 5. If an applet has five associated Rule Sets, and the first three rule sets will not return any data for the current user, but the last two rule sets will, how many rule sets are evaluated for this user? A. 4 B. 3 C. 2 D. 5 A 6. How can you tell if your connectors in a Siebel Workflow process are successfully connecting the steps as you create the Workflow process? Choose two. A. The two ends of the connector will be white in color B. By running the process using Process Simulator C. By right-clicking the connector line D. The two ends of the connector will be red in color BD

7. Which of the following describes .dx files? A. Transaction files transferred between the Server and Mobile Client B. Temporary files that are automatically purged upon application exit C. Directory files used by Siebel to organize physical file directories D. Log files used for troubleshooting EIM process errors A 8. What is stored in the S_DOCK_TXN_LOG table in the Server Database? A. Before and after images of data B. A list of transactions performed while docked C. All of the data that is changed during a remote session D. Remote user information A 9. In the first time set up of mobile users, what must you do before data can be loaded in the Mobile Client s local database? A. Run the dev2prod.ksh script B. Create the database schema for the local database C. Copy the Siebel Database file to the mobile client D. Copy the .cfg and .srf file from the server to the mobile client machine B 10. Which server task creates the Docking\User directory on the Siebel Server for a new Mobile Client? A. Transaction Router B. Generate New Database C. Synchronization Manager D. Database Extract D 11. What does the Transaction Merger server task do when it encounters a Duplicate Conflict? Choose two. A. Merges the two records together into one record B. Adds the duplicate record and sets a flag to indicate that duplicates exist C. Does not add the duplicate record and logs the conflict in the remote status log D. Notifies the mobile client of the duplicate BD 12. When does the Transaction Merger server task override the MRG: System Conflict Resolution system preference? A. Never B. When a Duplicate Conflict occurs C. When an Update Conflict occurs D. When a Delete Conflict occurs D

13. What action is recommended if a mobile user is going to be unable to synchronize for an extended period of time (leave of absence, for example)? A. Change the synchronization frequency B. Modify the views assigned to the mobile client C. Set a new effective end-date for the mobile client to deactivate it D. Remove the mobile client s local database completely C 14. When initially preparing your target environment for migration, which of the following tasks should you complete? Choose three. A. Check out projects that were changed in development B. Create user accounts C. Install any required client software D. Install database and server software E. Copy the .srf file to server and clients BCD 15. What is dataexp.exe used for when migrating environments? A. To generate a data merge file that contains user and seed data B. To create flat files containing data from non-EIM tables C. To create flat files containing data from EIM tables D. To generate a compressed copy of the source database D 16. Which of the following must you do to reactivate a mobile client? Choose two. A. Perform a database extract B. Create the mobile client DOCKING sub-directory on the server C. Add the server name to the DockConnString line of siebel.cfg D. Remove the end date for the mobile client A & D. 17. You have 2 machines and a remote client, what would be the server configuration for a full fledge remote architecture set-up.

A. Siebel Web Engine B. Data Manager C. Object Manager D. Configuration File 18. In workflow, using which of the following step you can invoke assignment manager a. Business Service b. Sub-Process c. Siebel Operation

d. Decision Point A 19. Which server component must be running for a siebel remote client to work: a. Transaction Processor b. Synchronization Manager c. Transaction Router d. Transaction Merger B 20. You have a Workflow process that evaluates the age of Service Requests and updates the priority of Service Requests that are more than a week old. Which Siebel Workflow step type are you using to change the priority of the Service Request? A. Siebel Update step B. Siebel Operation step C. Decision Point step D. Sub Process step B

Siebel Certification - Questions : Part2

1. Account is what kind of entity a. Single Organization b. Multiple Organization c. Single User d. Single Position B 2. A potential client, partner and competitor is represented by which entity in Siebel a. Contact b. Account c. Customer d. Service Request B 3. What are the different Business objects layers in Siebel, Choose 2 a. Business Object b. Business Service c. Business Component d. Applet AC 4. In a view if you display an account form applet as the master and the opportunity list applet as the child then what is TRUE

a. Parent business component is used as Account b. Child business component is used for Account c. Parent business component is used as Opportunity d. Child business component is used for Opportunity AD 5. Which of the following is TRUE in a view if there are two applets displayed one list and a detail. a. It is based on two different views b. It is based on two different Business Objects c. It can use only one business component d. It may use two business components C 6. What does Rule set specify for an applet in personalization a. Order condition b. Search Specification c. Set of Actions d. Set of Events B 7. What determines localization a. Tools Language Mode b. Siebel Tools c. Regional Settings d. OS regional settings B 8. What does GetAttribute(Me.Country) = USA tell us

a. Laptop being used is placed in USA b. Laptops regional setting is set to USA c. It checks for the address as USA C 9. A Screen is a collection of a. Applets b. Business Components c. Views d. Business Objects C 10. How does Siebel Remote Client connect a. Through Gateway server b. Through Domain Server c. Through Enterprise Server d. Directly A

11. For a global deployment what kind installation one would use, Choose 3 a. Web Client (Browsers) b. Multiple Siebel Servers c. Domain Server d. Database Server BCD 12. What are following Siebel Interactive Selling suites, Choose 3 a. eConfigurator b. eChannel c. eAdviser d. ePricer ACD 13. Main Person related data is stored in a. S_PERSON b. S_EMP_PER c. S_USER d. S_CONTACT D 14. What is TRUE for Standard Extension Database Column a. Type is Data (Private) b. Always prefixed with X_ c. Provided by Siebel for Developers use d. Cannot be edited B 15. For an assignment rule if you have scores 10 for Product, 15 for Country and 5 for Language, which is the most important criteria a. Product b. Country c. Language d. All are equally important e. None B 16. Advantage of using MVG, Choose 2 a. best association b. Saves Space on the View c. Within List applet you can display child record BC 17. For a regional Sales Manager wants to view all the opportunities created by his Sales representatives what view he should use a. My View b. My Teams View c. All Organization

d. All Across Organization B 18. When do you register a Web Template a. When you create a template file b. When you place in the proper physical directory c. When you create an object which refers the template file d. NOTE: Please confirm this answer from course material C 19. Which is the following base table that would get populated after using the sample .ifb file a. S_PROD_INT b. EIM_PROD_INT c. S_PROD d. S_PARTY A 20. Click the Exhibit, the following is TRUE for the Consumer business component a. Visibility and Responsibility are the same b. Multiple View Modes c. Business Component can be used with only 3 applets d. Multiple access control Mechanisms D

Siebel Certification - Questions : Part4

Q. When the user drill down from the employee hyper link field in Service request view to Employee detail view which of the following is NOT TRUE. Choose one a. Source is set to emp id. b. Destination view Employee detail view. c. BC is employee d. Destination is id or can be null. Q. When is the user intimated about the conflict a. When a update conflict occurs b. When the record is deleted by the client c. When the record is deleted in the server Q. Before and after images are stored in S_DOC_TXN_LOG, where is .dx files stored after pushing the transaction data. a. USER Directory b. TXN PROC

Q. When the Personalization details will be stored in Database a. Dynamic b. Persistence c. Session d. Static Q. When do you set process properties for your workflow. a. To set object ID while running simulator Q. A list applet gets data from a. One or more tables and many cols b. One table One col Q. To Install SWSE. Choose 2 a. Follow the Installation step by step b. Verify the windows service or UNIX demon process Q. The Initialization parameters has been read from a. .cfg file b. repository c. siebel.exe Q. How will you find the relation between the BC and View Choose 2 a. Examine BO Relation in tools b. Examine the screen views in tools c. .cfg file d. About Views Q. Account Form Applet on the top and Opportunity List applet at the bottom. How it is represented on the Bus Object. Choose 2 a. Account BC as Parent BC. b. Opty BC as Parent BC. c. Account BC as Child BC d. Opty BC as Child BC. Q. A competitor, client or partner a. Account b. Opty c. Contact Q. Screen is a collection of. a. Views. b. Applets. c. Screen Tabs. Q. Which is the one which always associated with only one user.

a. oppty b. Contact c. Service Request d. Activity Q. Generate New Database schema task will do? a. Extracts Database b. Create template of current Database schema Q. How do you check the installation of Siebel Enterprise Server. Choose 2 a. Check SESSetup.log file. b. Verify files and directories . c. Check Windows process or Unix daemon process. Q. NOT True of SWE applet tag. a. Contains in only View Web Template b. Contain only in Applet web template Q. Which views should not be given access to mobile client, Choose ONE a. All b. My Team c. All Across Organization Q. when do you register web template a. creating new template b. copying and modifying existing Q. Owner Type is seen as responsibility. b) Sales rep can have only My Consumer View c) Consumer BusComp has multiple access control d) Consumer Buscomp supports multiple view modes. Q. Which is does not comprise of the ISS Suite i. emarketing ii. esales iii. econfigurator iv. epricer v. eadvisor Q. Exhibit with Consumer BCs Bus comp view mode set to Organization with MVL and MVF populated, So Consumer is subjected to which kind of Access control A .Multi Organization Q. If user want to view the set of data for specific criteria every week. a. Create query and save b. Create new siebel report

c. Modify the existing report d. Use tools to customize the report object Q. Which are TRUE about locking the project locally and do the modification choose 2. 1. Changes done in the local database cannot be undone. 2. Locally locked projects can be checked in Q. Join 1:1 and M:1 a. Explicit join in tools b) Not true with the S_LST_OF_VAL a. Enter values for the table through tools Table ->S_LST_OF_VAL -> Column b. Enter values for the table through client Application Admin lov view. Q. Place holder for Applet a. Applet template b. View template Q. How do u navigate to the screen . Choose 2 a. Screen Tab b. Show menu c. Site Map Q. Which parameter to be set to notify the client of the regular database changes. Q. System preferences Docking: Transaction Logging TRUE Q. What is true of standard extension columns. a. Siebel provides Extension tables, which can be used by developers. b. Have X_ prefix to the column. Q. How do you change the Application Text CALL CENTER while starting your application to ABC CALL CENTER in .cfg File. a. Application Splash text Q. Why Siebel service account is created. a. Resonate Central Dispatch. b. For running Enterprise Server Process.