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Specifying the Content for a Siebel Delivers iBot

Use the Delivery Content tab to specify the type of content to deliver with the iBot, such as a dashboard page or a saved request. Some content types have additional options, such as whether to apply filters from parent iBots to delivered content. You can also specify the delivery format for the content, such as HTML, PDF, or text.

You can include a short, descriptive headline to include with the content. The headline appears as the subject when the iBot is delivered. You can also add a text message to provide context for an iBot attachment.

If the delivery content is blank (no records are returned), you can add an explanation for this condition.

This section contains the following topics:

• Delivery Content Choices for an iBot
• Additional Options for iBot Delivery Content Choices
• Delivery Format Options for iBot Delivery Content
• Procedures for Working with the Delivery Content Tab

For an overview of Siebel Delivers, see Overview of Siebel Delivers.

Delivery Content Choices for an iBot

You can specify the following delivery content choices for an iBot:

• The results of the conditional request
• A narrative text description of the conditional request
• Dashboard pages from My Dashboard
• Dashboard pages from public (shared) dashboards
• Briefing Books
• Saved requests (shared and private)
• Disconnected Applications Dataset

Additional Options for iBot Delivery Content Choices

The following options are additional options for each type of delivery content.

• Conditional Request (Narrative Text)

  The field Narrative Text is an additional option. Use this field to specify dynamic text that references columns within the conditional request.

• Dashboard Page

  The following check box is an additional option:

  Apply filters from parent iBots to delivered content

  If you select this option, filters from any and all iBots used to generate the Conditional Request are applied to the referenced dashboard content.

• Saved Request

  The following check box is an additional option:

  Apply filters from parent iBots to delivered content

  If you select this option, filters from any and all iBots are used to generate the conditional request.

There are no additional options for the following delivery content types:

• Conditional Request (Results)
• Briefing Book
• Disconnected Application Dataset

Delivery Format Options for iBot Delivery Content

The format options for included content depend upon the type on delivery content you select. The format options are listed in the Send Content As drop-down list. Not every type of content has all format options.

• Device default

  Siebel Delivers will use the device default to determine the content format.

• HTML

  Delivery content will be sent inline as HTML.

• Attachment (HTML)

  Delivery content will be sent as an HTML attachment.

• Attachment (PDF)

  Delivery content will be sent as a PDF attachment.

• Plain Text

  Delivery content will be sent in plain text format.

Procedures for Working with the Delivery Content Tab

This section provides procedures for using the Delivery Content tab to make selections for the iBot with which you are working.

To add a headline to appear as the iBot subject line

• Type a short, descriptive headline into the Headline text box.

To select the delivery content for the iBot

1. Click the Select Content button.

   The Choose Delivery Content dialog box appears.

2. Select the delivery content and click OK.

   For more information, see Delivery Content Choices for an iBot.

3. Make your selections for additional iBot delivery content options, if any.

   For more information, see Additional Options for iBot Delivery Content Choices.

4. Choose a format for the delivery content from the Send content as drop-down list.

   For more information, see Delivery Format Options for iBot Delivery Content

To remove the delivery content for the iBot

• Click the Clear Content button.

To add a text message to provide context for the iBot attachment

1. Click the following option:

   If sent as attachment, include this text

2. Type the text into the text box.

To specify a text message to deliver to recipients when there is no iBot content to deliver to them

1. Click the following option:

   Deliver this message when no records are returned

2. Type the text into the text box.

   NOTE:  You should enter text to be delivered to recipients when there is no iBot content to deliver to them. This might be all recipients, if the iBot is configured to run all requests as a specific user in the General tab. This can help these recipients understand that there was no data for them and that the iBot did not fail.