Set Field Value

It helps to automate setting a value in the specified field or grid of the applet in the Siebel CRM application such as, a service request or an account name.

 

NOTE:  

You must first navigate to the screen where you want to set the required value. You can use the Navigation activity to navigate to the required screen.

 

Using Set Field Value 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.

 

 

  1. 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.
  2. In the Canvas Tools pane, click Siebel to expand the tool and view the associated activities.
  3. Drag the Set Field Value activity and drop inside the Application activity. The validation error symbol disappears when the required inputs are provided.

 

 

  1. 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 view name, navigate to the required screen of the Siebel CRM application 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.

 

  1. Click the (Get Field Name) button. The Available Fields dialog box appears with the list of available field names.

 

 

  1. Select the required field name and click CONFIRM.  However, at few instances, not all field names are displayed or the field names are not retrieved at all and a pop up message Method ColumnDisplayed is not allowed here appears. In such cases, you must enter the field name manually.

 

NOTE:  

To know the field name:

  1. In the Siebel CRM application, click the applet where the required field is present.
  2. Click the Query button.
  3. Press F12 to open the Console of Siebel CRM screen.
  4. Enter any value in the required field name, and then click Go.
  5. In the Console, enter the Java expression <theApplication() .ActiveApplet(). BusComp .GetSearchExpr()> and then click Enter.

The field name appears in the square bracket. You can use this field name to enter it manually in the activity. Few field names, mostly radio buttons, are not retrieved using this method. You must retrieve such field names from the Siebel back end or by using the Application Host activity in Automation Studio. See the Example of Application Host- Windows section of the Application Host activity to know the detailed steps.

 

  1. In the Field Value list, select the parameter holding the field value in the specific format of the specified field. You must define the parameter in the Parameter bar to use this option. Alternatively, enter the required value and select the Is Default Value check box to set it as the default value.
    The Set Field Value activity is created.

Set Field Value Activity Properties

The properties of a Set Field Value 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 Set Field Value. You can change the name as required.