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Specifying Actions to Execute at Siebel Delivers iBot Completion

Use the Advanced tab to specify one or more actions to execute when the iBot completes. Actions will be executed on behalf of each user who is a recipient of the iBot. You can change the default behavior for each iBot action. Actions include the execution of other iBots, custom scripts, or Siebel Workflows defined using the Siebel Workflow Version 7.7 application.

Added actions are shown with a Properties button that you can click to view or modify properties, and a Delete button that you can click to delete actions.

This section contains the following topics:

• About iBot Action Properties
• About Custom Script Action Properties
• About Siebel Workflow Action Properties
• Procedures for Specifying Actions to Execute at Siebel Delivers iBot Completion

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

About iBot Action Properties

You can specify the next iBot to run when the current iBot completes. The following options are the choices for the scope of recipients from the Execute for Recipients drop-down list.

• Of specified iBot

  Select this option to use the iBot referenced in this dialog.

• Of current iBot

  Select this option to use the current iBot containing subsequent actions.

• Of both specified and current iBot

  Select this option to use the union of both iBots.

• Common to specified and current iBot

  Select this option to use the intersection of both iBots.

• Of specific iBot, but not current iBot

  Select this option to use the referenced iBot and exclude recipients from the current iBot.

If you have filters from originating iBots applied to subsequent iBots, filter values are generated by the conditional request specified at the Conditional Request tab. The iBot specified at the Advanced tab will execute once for each row in the conditional report, with filters generated by the values in that row.

About Custom Script Action Properties

You can specify a custom script to execute when the current iBot completes. The custom script file must reside on the same server as the Siebel Delivers server (the Scheduler).

You can select options for whether results are passed to the script, as well as desired formats. You can also manually add additional parameters.

Depending upon the type of content to be passed (from either the conditional request or the delivery content), results may be passed in some of the following formats:

• MHTML
• XML
• Plain Text
• CSV
• PDF

About Siebel Workflow Action Properties

You can configure iBots to trigger workflows in the Siebel Workflow Version 7.7 application. By default, only Siebel Analytics administrators have the necessary privileges to configure iBots to trigger workflows. For information about the procedures to configure this capability, see Siebel Analytics Scheduler Guide.

Dynamic properties are generated by the conditional request specified at the Conditional Request tab. The Siebel Workflow will be initiated once for each row in the conditional request, with dynamic properties generated from the values in that row. You can also choose a column from a conditional request.

Procedures for Specifying Actions to Execute at Siebel Delivers iBot Completion

This section provides procedures for specifying the action to execute when the iBot completes. The references to filters in the following procedure apply only if the content you select contains filters.

To select the next iBot to run when the current iBot completes

1. Click the Add Action button and choose iBot.
2. Click the Browse button to select the next iBot to run.
3. Choose the scope of recipients from the Execute for Recipients drop-down list.

   For more information, see About iBot Action Properties.

4. To specify that filters from originating iBots be applied to subsequent iBots, click the following option:

   Propagate filters from parent

5. To add additional filters, click the Add button.

   To remove all additional filters, click the Clear button.

To specify a custom script to execute when the current iBot completes

1. Click the Add Action button and choose Custom Script.

   The Custom Script Properties dialog box opens.

2. Type the path to the script in the Filename text box.

   NOTE:  The script must reside on the same server as the Siebel Delivers server (the Scheduler).

3. Choose the script type from the Type drop-down list.
4. In the Results area, make your selections for whether results are passed to the script, and if applicable, the format in which to pass results.
5. To add additional parameters manually, click the Add button.
6. To remove all entered parameters, click the Clear button.
7. Click OK.

To specify a Siebel Workflow to execute

1. Click the Add Action button and choose Siebel Workflow.

   The Siebel Workflow Properties dialog box appears.

2. Type the name of the Siebel Workflow in the Workflow Name field.

   NOTE:  Specify a Siebel Workflow defined using the Siebel Workflow Version 7.7 application.

3. To pass Name and Value pairs to the Siebel Workflow, enter them in the Static Properties section.
4. Click the Add button to add additional static properties.

   To remove all added static properties, click the Clear button.

5. Enter the appropriate dynamic values in the Dynamic Properties section.
6. To add multiple dynamic properties, click the Add button.
7. To remove all added dynamic properties, click the Clear button.
8. To choose a column from a conditional request, select it from the Value Column drop-down list.
9. Click OK.