Inbound E-mail Database Operations - Does not Validate Picklists

 

The “Inbound E-mail Database Operations” vanilla business service is a favorite with Siebel developers, it is used when Siebel’s rules regarding business objects comes in the way of your actual business requirement. It can be used to modify records into any Business Component under a business object different from your workflow’s BO. But I recently found an issue in its working when there are bounded picklists involved. Usually when one tries to set a value to a picklist field, and the picklist is configured as bounded, Siebel throws up a validation error saying the value cannot be found in the bounded picklist….. In the case of Inbound E-mail BS, the error is not thrown ie, an exception is not caused. Try this out on your Siebel installation.

The business component Action has a field “Type”, which has a predefault and a bounded picklist.

The picklist is bounded

Now I use the Business Service Simulator view to use the Inbound E-Mail BS’s InsertRecord method to insert an acitivity record.

I have set a incorrect value for all three picklist fields, the values are simply not present in the vanilla LOV system. When the simulation is run, we expect Siebel to throw up a picklist validation exception. Instead, we get a success message and an Activity is created.

Instead of taking the wrong value we provided, Siebel has taken the predefault value directly. If the input value was a valid one, Siebel creates the record correctly.

We had an automation workflow which received inputs from Inbound XML to create an activity, and when the values in the incoming XML were wrong, the activities were still getting created without validation errors.  The solution we implemented was to add a validation step in the workflow to ensure the records had correct, validated values.

If you are using this BS in your project, do check if the possibility of this error occuring in your business flow.

Tools–SIF from multiple objects

Siebel Tool’s “Add to Archive” feature which creates SIF files is a real lifesaver when code needs to be migrated in development phase.  You can create a SIF from different selections in one object selection, eg: you can SIF multiple applets together:

Or you can create a SIF from an entire project, in which case all the different objects in that project get added into a single file.

But is it possible to create a SIF file from different objects in different projects ? Siebel Tools documents how this can be done in its help system, but generally developers are not aware of this feature.

First select the first objects types to be added into the archive file, here it’s applets :

Next, without closing the popup applet in front, use the object explorer to navigate to the other object type which needs to be added. Here, I am adding Business Components from a totally different project. Again , select the business components to be added , right-click and select ‘Add to Archive’

The selected objects also get added to the same archive file, even if they are from different projects.

This can be repeated for all repository objects , giving a single file with required objects. However, on the target tools system, all the different projects have to be locked for object insertion. Tools will tell you which project needs to be locked  during the import process.

CMRFly - a new CRM system on Windows

I was just browsing my HackerNews RSS feed when I cam across a post with screenshots of CRMFly, a small CRM tool developed for the Windows platform. It looks like a very watered down version of the most common CRM functions in a small executable package. Some of the screenshots of the application show it's similarity to Microsoft Outlook. And for more, head up to CRMFly website.

Interestingly, the customer support site of the tool looks like it is built on Desk.com. Desk.com is a new offering from Salesforce.com for small and medium businesses.

Tasks

Track your projects and tasks in the same location as you track your leads and opportunities.   A project can have many tasks and Each Project is tied to a customer.

Configuration

With Configurable lists, you can control your workflow. Configure your own Task Statuses, Project Statuses, Task Contexts, Project Types, Product Types, Goal Types, Opportunity Statuses, Goal Types, and more.

Browser Scripts–‘this’ is a problem

 

One issue I have faced numerous times with Siebel’s browser scripts is that the ‘this’ reference is not recognized when invoked in a separate function.

This code works fine when written directly in the PreInvoke section of the applet:

function Applet_PreInvokeMethod(name, inputPropSet)
{
    if (name == "CustomMethod")
    {
        alert(this.Name());
        return ("CancelOperation");
    }
    return ("ContinueOperation");
}

 

But if you decide to move the code into a separate function of its own:

function Demo()
{
    alert(this.Name());
}

function Applet_PreInvokeMethod(name, inputPropSet)
{
    if (name == "CustomMethod")
    {
        Demo();
        return ("CancelOperation");
    }
    return ("ContinueOperation");
}

..the system will start giving errors saying method not defined.  This really gets in the way when there is not of field access and manipulation required in the function. One way out is to pass the this reference directly as an argument into the function.

function Demo(applet)
{
    alert(applet.Name());
}

function Applet_PreInvokeMethod(name, inputPropSet)
{
    if (name == "CustomMethod")
    {
        Demo(this);
        return ("CancelOperation");
    }
    return ("ContinueOperation");
}

 

Another way I have seen recently is to use a global variable for the applet and use that instead of the this. The variable has to be initialized in Applet_Load event

declarations()
{
    var g_oApplet;
}
function Applet_Load()
{
    g_oApplet = this;
}
function Demo()
{
    alert(g_oApplet.Name());
}
function Applet_PreInvokeMethod(name, inputPropSet)
{
    if (name == "CustomMethod")
    {
        Demo();
        return ("CancelOperation");
    }
    return ("ContinueOperation");
}