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Using Conditions in Proposal 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 proposal. 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 Proposals to insert the appropriate executive summary based on the condition that is true.

These tasks are a step in Process of Creating Proposal 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 or 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 is related to the business object of your proposal; use Opportunity fields for opportunity proposals, and Account fields for account proposals. If the definition of a condition needs to be based on fields from another business object, you must add those fields to the Opportunity, Account, Order, or Quote 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 new Pentium II 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 began with Pentium, Siebel Proposals would insert the component. Otherwise, Siebel Proposals would leave out this component.

  NOTE:  For you 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 should enter a section with terms and conditions limited to that state. In the section's Condition field, you enter the following:

  EXISTS ([State] = "GA")

  or

  [State] = "GA"

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

  This condition will look at the state for the account. If the state is Georgia, then the section is included in the proposal. Otherwise, Siebel Proposals skips this section and moves 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 should 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] <= ("12/31/2003") AND [Close Date] >= ("1/1/2003")

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