Associating Records Using a Single Selection Dialog Box

On different screens in the Siebel application, you can associate a record with an existing record in a single selection dialog box and with a new record in a single selection dialog box.

Associating Records with Existing Records in a Single Selection Dialog Box

Complete the procedure in this topic to associate a record with an existing record in a single selection dialog box.

To associate a record with an existing record in a single selection dialog box

Navigate to the appropriate screen.
Select the record you want to associate with another record.
Click the single select button in the appropriate field.

A single selection dialog box appears.
In the dialog box, locate and select the record you want to associate with the existing record.
Click OK.

Associating Records with New Records in a Single Selection Dialog Box

Complete the procedure in this topic to associate a record with a new record in a single selection dialog box.

Note:

In some situations, you cannot add new records in single selection dialog boxes.

To associate a record with a new record in a single selection dialog box

Navigate to the appropriate screen.
Select the record you want to associate with a new record.
Click the single select button in the appropriate field.

A single selection dialog box appears.
Click the plus (+) icon.

The form for the new record appears.
In the form, enter the information for the new record, and click the arrow-pointing-to-a-box icon.

The new record appears in the single selection dialog box, and this new record is selected.
Click OK.