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Using Conditions in Presentation Templates

You can add query conditions to a section or a component to specify the conditions under which the section or component will be used in the presentation. For example, if you have two executive summaries—one for deals of over $100,000 and another for smaller deals—you can use the condition field in each Executive Summary section to allow Siebel Presentations to insert the appropriate executive summary based on which condition is true.

These tasks are a step in Process of Creating Presentation Templates.

Entering Criteria

You can enter query criteria in a section or component record's Condition field (such as [Revenue] > 100000). If the condition is TRUE, the section or component is included. If the condition is FALSE, the section of component is not included.

If you do not specify a condition, the section or component is always used.

You can create conditions for any field that relates to the business object of your presentation; use Opportunity fields for opportunity presentations, and Account fields for account presentations. If the definition of a condition needs to be based on fields from another business object, then you must add those fields to the Opportunity or Account business object through either a link or a join. The syntax for conditions is similar to the syntax for Siebel queries. For more information about the syntax of Siebel queries, see Fundamentals and Siebel Developer's Reference.

Examples of Criteria

The following examples illustrate the syntax for conditions:

• If the opportunity is for a Pentium computer, you want to insert a component about the advantages of the Pentium chip. In the Condition field for this component, type the following condition:

  EXISTS [Product] LIKE "Pentium*"

  This condition would look at the products listed for the opportunity. If the product name begins with Pentium, Siebel Presentations would insert the component. Otherwise, Siebel Presentations would leave out this component.

  NOTE:  To use a product in a condition, the product must have been entered using the Products view of the Opportunities screen. The condition will not work with products that were entered as Quote line items.

• If the account is located in Georgia, you want to enter a section with terms and conditions limited to that state. In the section's Condition field, you would enter the following:

  EXISTS ([State] = "GA")

  or

  [State] = "GA"

  You would use the first line if the account is located only in GA, and the second line if the account is located in GA and another location.

  This condition will look at the state for the account, and if the state is GA then the section would be included in the presentation; otherwise, Siebel Presentations would skip this section and move on to the next.

• If the opportunity has a revenue amount greater than $1,000,000 and it is expected to close this year, you want to insert a component on a special program for this type of customer. Enter the following condition in the Condition field for the component:

  [Revenue] > 1000000 AND [Close Date] <= ("12/31/02") AND [Close Date] >= ("1/1/02")

After you enter a condition, test it as a query on the view you are going to use it on. For example, the above example involving Revenue and Close Date can be tested as a query on the My Opportunities view. If the query returns the data you expect, the query is probably in the correct format for your condition field.