How to export data from Siebel into excel and convert into PDF

How to export data from Siebel into excel and convert into PDF

1. Create a business service and use the following script….

var ExcelApp =COMCreateObject(“Excel.Application”); //Creating a new Excel Application

ExcelApp.visible =1;

ExcelApp.ActiveSheet.Cells (4, 1).Value = “NAME: “;//Inserting value into excel…

var wdFormatPdf = 57;

ExcelApp.ActiveWorkbook.SaveAs(“Name of the document”, wdFormatPdf);//saving as PDF

ExcelApp.ActiveWorkbook.Close(); //closes the current excel doc

NOTE: You can also insert records from Siebel application to excel using GetFieldValue () method.

How to add views into application and responsibility to it?

1. Open your application
2. Goto Site Map->Administration Application ->Views
3. Add views into application
4. 
5. Goto Responsibilities
6. 
7. Query your responsibility
8. Add view under Responsibility
9. 
10. Now the responsibility is added to your view.

How to create responsibility in siebel?

1.  Open your application
2. Goto Site Map->Administration Application ->Responsibility
3. 
4. For Adding Responsibility, We have to clone the existing Siebel administrator and Rename it to our  custom Responsibility.
5. 
6. 
7. 
8. Name your Responsibility
9. Now you have created a new Admin responsibility

Invoking a Workflow using Repeating Component Request (RCR) in Siebel

Invoking a Workflow using Repeating Component Request (RCR) in Siebel

RCR is used whenever a periodic repetition of tasks is required.

For example : A daily reminder about pending activities

NB : RCR can only be tested using server

 

Step 1: Create a Workflow that carries out  the task to be performed

eg: Workflow to count number of pending activities and display the same

Step 2: Publish and activate the workflow

Step 3: Navigate to Administration-Server Management > Jobs

Create a new Record in jobs list with the following details

Component/Job : Workflow Process Manager

Scheduled Start : <Required date and Time>

Repeating : Checked

Repeat Unit : <Unit of periodicity>

Repeat interval : <Frequency of repetition>

 

Add a new Record in Job Parameters as

Name : Workflow Process Name

Value : <Name of the workflow>

Step 4 : Submit the Job

RCR is now successfully configured

HOW TO MAKE A DRILLDOWN FROM A BUTTON CLICK

1. Create a drilldown object with Hyperlink field “Id” in the applet that you wish to perform the action.

2. Create a button in the same applet of Type “Minibutton”, Method Invoked “Drilldown”, Field “Id”

Your Drilldown is ready………..

 

 

 

 

Adding FAQ and literature documents for Siebel Helpdesk

Steps involved in adding data to Helpdesk in Siebel

1. Add the literature document to Administration-Resolution Documents

Navigate to Site Map > Administration-Resolution Documents > Resolution documents

and Create new record by selecting the required literature document

 

 

 

2. Add Solution

Navigate to Site Map > Administration-Solutions > Solutions

            and Create a new record in Solutions list

 

3. Drill down on Solution name column and add resolution document in the detail view below by selecting from the list

3. Create an category under ERM catalog under which the FAQ must be added

Navigate to Site Map > Administration-Catalog > Catalogs

            Query for ERM Catalog in Catalogs list and Drill down on Name

NB : To display FAQs in the General FAQs list in Siebel HelpDesk, the FAQs must be categorized in the catalog called ERM Catalog. To display FAQs in the Top FAQs list in Siebel HelpDesk, the FAQs must be categorized in the catalog called ERM Top Solutions and the category called ERM Top Solutions.

Add a new record in Categories List

 

 

 

 

 

 

4. Add solutions to the category in the solutions Detail View

 

5. Now navigate to Site Map > HelpDesk > Browse the Knowledge Base

 

 

Now the literature document is successfully added to the siebel HelpDesk