Understanding the Business Object Search and Quick Create ProcessThis chapter provides an overview of the runtime processes for business object search and quick create and discusses how to:
Search for business objects.
Create business objects by using the Quick Create component.
Understanding the Business Object Search and Quick Create ProcessThis section discusses:
Business object search.
Customer identification.
Quick create.
Business Object SearchWhen users create a transaction in PeopleSoft Enterprise CRM and does not know the specific value for a business object that the transaction uses, they can invoke a business object search to find the field value. The system determines the information that is needed depending on the page where the business object search was initiated and searches for the business object.
If the business object is not uniquely identified from the information that the user enters, a search page that contains both a list of objects that are potential matches and additional search fields appears.
See Also
Working with Predefined Business Object Search and Quick Create Data
Identifying Customers for Transactions
Adding and Modifying BO Search and Quick Create Definitions
Customer IdentificationThe customer identification framework uses business object search to provide an easy and consistent way to identify the customer—company, partner, consumer, contact, or site—for a transaction.
Each transaction page has one or more subpages that contains the fields for entering customer, contact, and other information such as phone, site, identification number, or account number.
The subpages that appear and fields that appear on each subpage vary depending on the information that each transaction needs. For example, the customer information fields for order capture are Customer, First Name, and Last Name while the fields for creating a support case are Company, First Name, Last Name, and SIN (Service Identification Number). The customer information subpage might have one or two columns, depending on the needs of the page layout. Additional subpages might appear with partner information or worker information
The user enters information in one or more fields and initiates a search. If a business object that uniquely matches the criteria that are entered is found, it is returned to the customer information subpage. If not, a page containing additional search criteria and a list of potential matches appears. The user can:
Select a record.
Refine the search criteria and search again.
Create a new object using quick create.
Quick Create FunctionalityThe quick create functionality in PeopleSoft Enterprise CRM enables users to create business objects quickly and easily without navigating to the business object components. This functionality is available either from within a PeopleSoft Enterprise CRM application or by using the standalone Quick Create component.
Quick create definitions that are set up in the system and associated with transactions enable users to enter the subset of business object information that is required to define a business object and save it to the database. The business object information that is created is returned to the application so that the business process can continue. Some quick create definitions are set up to create more that one business object and the relationships between the business objects at the same time. For example, the The Company with Contact definition creates both a company and a contact.
As a standalone component by selecting Customers CRM.
From the business object search page within a PeopleSoft Enterprise CRM transaction.
Directly from a PeopleSoft Enterprise CRM application component, such as the Create Order transaction.
BO Search and Quick Create Runtime ExampleFor example, a call center agent might receive a call from a contact named Larry Hill who represents a customer company named MMA Property Management. The agent opens a case and searches for a company name of MMA with a last name of Hill.
If the information that the agent enters does not uniquely identify a customer and contact, the advanced search page appears. This page contains both expanded search criteria fields and a search results section that lists all companies whose name begins with the letters MMA that are represented by a contact with a last name of Hill appears. The agent can then:
Select the correct company and contact combination.
Enter additional search criteria and search again.
Define a new company with contact.
This option uses the quick create feature.
Behind the scenes:
The transaction adapter determines, based on the transaction, what fields appear on the customer information subpage and the criteria definition that defines the advanced search page.
The criteria definition determines what criteria fields appear on the advanced search page, how they appear, and the search definitions to invoke.
The search definition determines the roles to search for the criteria fields, the fields that appear in the search results, how the search results appear, and the quick create definition that the user accesses to create a new business object.
For each role that is searched, the search role determines the security that is applied, the relationships for the role, and whether fields appear in the search criteria or results set for the role.
The field definitions determine how the search fields appear on the page, the database records that are searched for each field, and how the user can search for the field.
Quick Create System Processing
Behind the scenes:
The quick create definition determines which quick create templates to display to the user.
The quick create template definitions determine both the fields that appear on the quick create page and the criteria that are used to search for existing objects of the type that is defined.
See Also
Understanding Delivered System Data for BO Search and Quick Create
Searching for Business ObjectsThis section discusses how to search for business objects.
Identify customers for transactions.
Search for business objects.
Pages Used to Search for Business Objects
|
Page Name |
Object Name |
Navigation |
Usage |
|
RBQ_BOSRCH |
|
Search for a business object in the PeopleSoft Enterprise CRM database. |
Identifying Customers for Transactions
Access the customer identification subpage on any transaction that is enabled for customer identification.
Note. The example shown is from the Add Case component and contains two identification subpages, Partner Information and Customer Information. Other components that use this feature function similarly although different subpages appear.
Enter any information that you know into the fields in the Partner Information region or the Customer Identification region and click Search. If the customer is not uniquely identified by the information that you enter, an advanced search page appears. You can also click the Advanced Search link to access the Search for <object> page.
Advanced Search
When you initiate the advanced search, the Search for <object> page appears. This page enables you to refine the search fields that you enter on the customer information subpage. This page contains additional search criteria and, depending on how the search criteria are set up, a link that accesses a quick create page to create a new business object or objects.
Searching for Business ObjectsAccess the Search for <object> page.
This page is identical to the advanced search pages that appear for customer identification. This page contains additional search criteria and, depending on how the search criteria are set up, an link that accesses a quick create page to create a new business object or objects. In the example above, the user can create a new company with a contact.
Search Results
In the case where more than one business object meets the search criteria, the Search Results grid appears. You can select one entry in this grid or select a new type of business object to create by using the Select Action box.
Creating Business Objects by Using the Quick Create ComponentThis section discusses how to create business objects by using quick create functionality.
Note. The functionality of the Quick Create page is flexible and enables you to create as many business objects as you want without leaving the page.
Page Used to Create Business Objects by Using Quick Create Functionality
|
Page Name |
Object Name |
Navigation |
Usage |
|
RBQ_QCREATE |
|
Create business objects. |
Creating Business Objects by Using Quick Create Functionality
Access the Create <quick create definition name> page.
The preceding quick create page is for the Company with Contact definition. This section discusses the common features that are on all quick create pages.
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Enter the setID for the objects you are creating. This field appears only for objects that are controlled by a setID and is defined on the quick create definition. |
|
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Click this link to search for existing business objects that match the information you entered. For example, if you enter a company name of MMA, you can search for existing companies whose name starts with MMA. This helps to ensure that you do not enter duplicate data. |
|
|
Clear |
Click to clear the section of the Quick Create page. |
Quick Create Process Upon Save
Once you save the Quick Create page, the system:
Verifies that all required fields are present.
If not, then the system returns an error message.
Creates the business object for each role that is present on the Quick Create page that has data.
For example, if the Quick Create page enables you to create a company and contact, but entering a contact is optional, then you can create a company without a contact. The contact is created only if you also enter contact data.
Creates the relationship between multiple roles, if the information for these roles is present and the relationship between these roles is set up in the quick create template.
For example, if the quick create template enables you to create company and a contact for the company at the same time and also has a relationship set up between the two roles on the template, then when you enter the different roles and their information on the Quick Create page, both the company and the contact are created and the contact is linked to the company.
Returns newly created data to the calling application if you access the Quick Create page from a PeopleSoft Enterprise CRM application.
If you are in the standalone Quick Create component, then you remain on the Quick Create page after you save.
next to any field on a PeopleSoft Enterprise CRM component or on transaction pages that are enabled for BO search.