Archive for the ‘Step By Step’ Category

Siebel – Training Module



Siebel Training Module is out-of-the-box functionality. It allows to  collate all Training materials and courses with in the Siebel application. Users can search for available courses and enroll themselves.


Training Materials

  • For each training, there are associated materials such as documents and presentations.
  • Siebel provides Training Library screen to store all training materials (including doc, xls, ppt and pdf files).
  • Make sure to include Literature Type as ‘Training Literature’.


Training Courses

  • A course is the main training element in Siebel Training.
  • Create training courses under Administration – Training > Course Details screen.
  • Mark the status as ‘Active’ to publish the course.
  • Associate Training Materials added above with the courses under ‘Links‘ detail tab.


Enrollment Process

  • A user can enroll themselves to any available trainings under Trainings > Find Trainings view.
  • Alternatively, administrator can also delegate course trainings to any other user.
  • Enroll’ button invokes two vanilla workflows –
    • eTraining Enrollment Process
    • eTraining Enrollment Message Process
    • It is required to deploy and activate these two workflows.



  • Users can track and monitor progress of their trainings under Trainings > My Trainings view.
  • Users can see the details for any training course by clicking hyperlink in course list column.
  • Users may de-register themselves from selected courses by clicking ‘Drop‘.


Managerial Role – View Trainings

  • Managers can see all training enrollments of their subordinates under Trainings > My Team’s Trainings view.


Managerial Role – Assign Trainings

  • Managers can also assign training to their team members under Training > Find Training view.
  • Click on ‘Enroll’ button under Enroll Others column. Then select all the users to whom training is to be assigned. Click ‘Finish’.


To download this post in PPT format, click here >> Siebel Training Module – Presentation


Keyboard Shortcut (Accelerators) – Application Level Menu



Adding keyboard shortcut (known as Accelerators in Siebel) to application level menu items. In this case study, I will try to add ‘CTRL + M‘ as a keyboard shortcut to ‘Help – About View‘ option in the application menu as shown below:




Keyboard shortcuts are configured as ‘Accelerator’ objects in Siebel. Accelerator is the child object of ‘Command’ object in Siebel Tools -> Object Explorer window.


Steps to be followed

  • Select ‘Command’ in Object Explorer window in Siebel Tools
  • Query for ‘About View (SWE)’ in the Name property.
  • Select the ‘Accelerator’in Object Explorer window and create a New record as follow:
    • Display Name: CTRL+M (Shortcut key combination to be displayed in application level menu)
    • Browser Platform: All
    • Key Sequence: CTRL+M (Sequence of key strokes to be pressed to invoke this command)
  • Compile the changes.



Siebel Query – Case Insensitive


Vanilla Functionality

By default, Siebel queries are case sensitive.

For example – Suppose in Siebel database two contacts exist with Last Name as ‘TEST’ and ‘Test’.


Then on querying for ‘Test’, only one record will be returned. Contact record with Last Name as ‘TEST’ will not be filtered in the query.


Required Functionality

To make query on Contact’s Last Name list column case-insensitive. Therefore both the records specified above should be returned in the result.


Steps to be followed

  • Log in to Siebel Tools
  • Select Table in object explorer window and search for S_CONTACT table in the Name property. Lock this item.
  • Select Column in object explorer and search for LAST_NAME column in the Name property.
  • Verify that the value of Default Insensitivity property is set to None at present. This specifies that search on this column would be case sensitive. (Highlighted in BLUE)
  • Right-click on the record and select Case Insensitivity menu option. (Highlighted in RED)
  • This will open Case & Accent Insensitivity (CIAI) wizard.
  • Click Next and then Finish.
  • Go to the Table in object explorer. Apply and Activate S_CONTACT table.
  • Compile the changes.



User Property – Always Enable Child


Vanilla Functionality

In standard Siebel application if a Service Request is closed, then all the child records in Activities tab becomes read only.



User should be able to add/modify Activities even when the parent Service Request is closed.


Steps to be followed

  • In this scenario, Service Request applet is mapped onto ‘Service Request’ BC and Activities applet is mapped onto ‘Action’ BC. There is Parent-Child relationship between Service Request and Action BCs.
  • Login to Siebel Tools.
  • Select Business Component in Object Explorer window and search for Service Request in Name property. Lock it.
  • Select Business Component User Prop in object explorer and create a new record:
    • Name – Always Enable Child: Action (Mention Child BC Name)
    • Value – TRUE
  • Compile the changes.