Siebel Email F9 functionality is one of the favourites among the Siebel users. Being quick to setup, saves lot of user time, and ease of use makes it quick win.
However it lacks at certain aspects. One of them being not able to pre-populate data from child business component on the email template. On simple
search it seems it should be possible to pull any field value, but actually it is not.
After spending some time on
support web/metalink it is clear that it is not possible to use child buscomp in field substitution in F9 email functionality, as Siebel F9 email
only support simple templates which can only iterate through primary bus comp and not the iteration(child) bus comp.
From Support web:
1) Use of 'Send Email' permits the use of a simple template.Advanced templates require an Outbound Communication Request.
2) Simple templates cannot contain Template Items.3) Template Items allow an iteration child business component, from which substitution fields may be selected.
Solution:
Close look at the event model shows that siebel execute
FileSendMail method on the applet when F9 button is pressed.
So if Siebel script/
runtime event can trap that event then and calculate the child bus comp fields, then this data can be fed to the email popup using some field on primary bc.
 |
| 1. Add script on applet |
On these lines I added some script on the applet pre invoke and set profile attribute.
|
| 2. Create new calculated field |
And used this profile attribute to provide data in template, this helped to get the value of child business component and onto the email template.
Looking forward for comments.
Next in series: Pre-populate CC or BCC in Siebel F9 Functionality
