How to Pre-populate CC or BCC in Siebel F9 Functionality?

Siebel F9 Email Client no doubt is one of best out of the box functionality of Siebel. It has lot of its logic built into the classes thus presents some limitations. In our previous post we saw how we can bring data from child business component data into email body.

In this posts lets see how we can pre-default CC or BCC recipients using some scripting. Out of the box
when ever Send Email method is invoked from on any Siebel Applet, Send Communication Applet is opened, and "To" email field is populated with the value of the field specified in Recipient Email Address Field  user property on the BC.

However there is no way we can pre-default CC and BCC fields out of the box. With the help of small script on  Send Communication Applet can set the value of To Email, CC, BCC and Email Body as well. This can be useful little customization that can help to pre-populate data which can not be achieved using email templates and recipient groups.

function WebApplet_Load ()
{
    var oBC = this.BusComp();
    oBC.SetFieldValue("Email BCC Line","a@a.com");
    oBC.WriteRecord();
}

Siebel Email Client - Siebel 7.8

Hope it helps

-Jim

Not able to send child buscomp fields in Siebel F9 email functionality

Siebel Email F9 functionality is one of the favourites among the Siebel users. Being quick to setup, saves lot of user time, and ease of use makes it quick win.

However it lacks at certain aspects. One of them being not able to pre-populate data from child business component on the email template. On simple search it seems it should be possible to pull any field value, but actually it is not.

After spending some time on support web/metalink it is clear that it is not possible to use child buscomp in field substitution in F9 email functionality, as Siebel F9 email only support simple templates which can only iterate through primary bus comp and not the iteration(child) bus comp.

From Support web:
1) Use of 'Send Email' permits the use of a simple template.Advanced templates require an Outbound Communication Request.
2) Simple templates cannot contain Template Items.3) Template Items allow an iteration child business component, from which substitution fields may be selected.

Solution:

Close look at the event model shows that siebel execute FileSendMail method on the applet when F9 button is pressed.

So if Siebel script/runtime event can trap that event then and calculate the child bus comp fields, then this data can be fed to the email popup using some field on primary bc.

1. Add script on applet

On these lines I added some script on the applet pre invoke and set profile attribute.

2. Create new calculated field

And used this profile attribute to provide data in template, this helped to get the value of child business component and onto the email template.

Looking forward for comments.

Next in series: Pre-populate CC or BCC in Siebel F9 Functionality