Field
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Comments
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Name
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Required. Name for conveniently referring to the action.
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Sequence
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Required. Number describing the order in which the action occurs. Execution begins with the action with the lowest sequence number (such as 1). Actions with the same sequence number are executed in random order. Actions occur in sequence until all actions are completed.
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Active
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Required. Check the box to indicate whether the action will be triggered or not. Inactive actions are ignored when the event occurs.
This is a quick way to turn off an action without changing the start and end dates.
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Conditional Expression
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If the conditional expression evaluates to TRUE, the action is triggered when the event occurs.
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Start Date
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The date on which the action starts occurring.
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End Date
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The date on which the action stops occurring.
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Action Type
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Required. Select the type of action from the drop-down menu:
- Attribute Set. Sets a user profile attribute. The most common action type. For example,
"ProdName" is set to a product in the user's Shopping Cart.
Attribute Set uses the Profile Attribute, Set Operator, Value, Set Minimum, and Set Maximum fields.
- BusService. Invokes a business service method. Can also be used to trigger a workflow process or to get profile attributes. The input argument is a property set.
BusService uses the Business Service Name, Business Service Method, and Business Service Context fields.
- InvokeMethod. Invokes a method on the object (applet, business object, or application) that caused the event to occur.
InvokeMethod uses the Method Name and Method Argument fields.
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Description
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Optional. More detailed information about the action.
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Profile Attribute
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The user profile attribute to set.
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Set Operator
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One of five choices:
- Set: sets a user attribute to an explicit value.
Example: Set DidLogin to "Yes".
- Increment: increments a user attribute by an integer (default value, if Set Expression is blank, is 1).
Example: Increment PagesView by 1.
- Decrement: decrements a user attribute by an integer (default value, if Set Expression is blank, is 1).
Example: Decrement PagesView by 10.
- Add List: adds a value to a comma-delimited list.
Example: add the name of the current product to the list of products viewed.
- Remove List: removes a value from a comma-delimited list.
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Value
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The expression to use with the set operator. This can be any expression that evaluates to something the Set Operator can use, usually a business component field.
The Personalization Business Rules Designer is used to pick the business component field.
Set, Add List, and Remove List must evaluate to a single value. Increment and Decrement must evaluate to an integer.
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Set Minimum
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For attributes that are numbers this creates a minimum value under which the attribute cannot fall.
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Set Maximum
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For attributes that are numbers this creates a maximum value over which the attribute cannot rise.
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Business Service Name
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Name of the business service to invoke, if the conditional expression evaluates to TRUE and the type is BusService.
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Business Service Method
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Method to invoke on the business service.
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Business Service Context
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Parameter to pass to the business service method. While a business service can take many name/value pair parameters, you can only pass one parameter—called Context—in Siebel Personalization.
An example of a business service context is:
Action Type: BusService
Business Service Name: Workflow Process Manager
Business Service Method: RunProcess
Business Service Context: "ProcessName", "My Workflow".
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Method Name
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Method to invoke on the business component, if the conditional expression evaluates to TRUE and the action type is Invoke Method.
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Method Argument
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Parameter to pass the business component. You can only pass one argument.
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