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Using Search Specification to Filter records on a Pick Applet in Siebel


I have a requirement to Filter records on the SR Contact Pick Applet, The pick applet should only display records related to its Account. Have tried using the search specification on the applet.

[contact id]=[account id].

The main aim : When raising a Service Request from the account screen the last name field which uses the SR Contact Pick Applet which displays all contact record(all contacts on the system).

I want it to only display contacts of the account. i.e. Contacts Created under the accounts alone.

Any other suggestions aside search specification will be welcomed. But am most likely sure its search specification.


Solution

  • Simplest configuration (non-scripted) solution would be to use a picklist constrain on the BC level. On the Service Request bc, for the the field [Contact Last Name], under pickmap, check the Constrain field for Account Id.

    This will filter the contacts to only show the contact of the account.