Siebel Operations
It helps to automate Siebel operations performed on a business component such as insert, delete, update, query and so on.
NOTE: |
You must first navigate to the applet screen where you want to perform the Siebel operation. You can use the Navigation activity to navigate to the required screen. |
Using Siebel Operations Activity
1. In the Canvas Tools pane, click Process Components to expand the tool and view the associated activities.
2. Drag the Application activity and drop on to the Flowchart designer on the Canvas.
3. In the Application Type list, select WebApps.
4. In the Select An Application list, select the configured Siebel CRM application.
5. Double-click the Application activity and navigate to the desired applet. You can use the Navigation activity for the required navigation. See the Use Case for better understanding.
6. In the Canvas Tools pane, click Siebel to expand the tool and view the associated activities.
7. Drag the Siebel Operations activity and drop inside the Application activity. The validation error symbol disappears when the required inputs are provided.
8. Click
the 
(Get Applet Name) button
to automatically fetch the applet name. If the required applet
name is not retrieved, enter the applet name manually in the Applet Name field.
NOTE: |
· To know the applet name, navigate to the required Siebel CRM application screen manually and then access Help > About View > Applets name. · On the Siebel CRM screen, multiple applets can be present. You must choose the applet where you want to perform the automation. |
9. In the Select Operation list, select the Siebel operation you want to perform in the specified applet. It displays a list of commonly used Siebel operations. By default, Query is selected. Available options are:
· Query - Searches the specified record.
· Go - Clicks the Go button of the specified grid or applet.
· New - Clicks the New button of the specified applet.
· Copy - Copies the selected record in the grid.
· Add - Adds a new record (row) in the specified grid.
· Ok - Clicks the Ok button of the specified applet.
· Delete - Deletes the selected record from the specified grid.
· New Task - Clicks the Next button of the specified applet.
· Previous Task - Clicks the Previous button of the specified applet.
· MoveNextRow - Moves and selects the next record in the set of records filtered in the grid.
· Expand Tree - Expands the specified tree applet. Once the tree is expanded, use the Set Field Value activity to write and the Get Field Value activity to read the desired value of columns available in the expanded tree.
The Siebel Operations activity is created.
Siebel Operations Activity Properties
The properties of a Siebel Operations activity are listed in the following table and can be edited in the Properties grid on the right panel.
Property Name |
Usage |
Control Execution |
|
Ignore Error |
When this option is set to Yes, the application ignores any error while executing the activity. If set to NA, it bypasses the exception (if any) to let the automation flow continue; however, it marks the automation status as failure, in case of an exception. By default, this option is set to No. |
Delay |
|
Wait After |
Specify the time delay that must occur after the activity is executed. The value must be in milliseconds. |
Wait Before |
Specify the time delay that must occur before the activity is executed. The value must be in milliseconds. |
Misc |
|
Breakpoint |
Select this option to mark this activity as the pause point while debugging the process. At this point, the process freezes during execution allowing you to examine if the process is functioning as expected. In large or complex processes, breakpoints help in identifying the error, if any. |
Commented |
Select this option to mark this activity as inactive in the entire process. When an activity is commented, it is ignored during the process execution. |
DisplayName |
The display name of the activity in the flowchart designer. By default, the name is set as Siebel Operations. You can change the name as required. |