Siebel Dealer Administration Guide > Managing Business Rules for Dealers > Process of Creating Business Rule Templates for Dealers >

Creating New Actions for Dealer Business Rules

In addition to the actions that are available when you install Siebel Dealer, you can create actions to be used by Siebel Dealer business rules.

The actions that are available when you install the product fall into the following categories:

• Sending a Letter. There are actions that allow dealers to send form letters to contacts based on information in the Contacts record. The parameters are Letter Template and Fulfillment Center.
• Sending Email. There are actions that allow dealers to send form email to contacts based on information in the Contacts, Opportunities, Sales History, Service History or Vehicles record. The rule sends email to the primary contact for the record. The parameter is Email Template.
• Creating an Activity. There are actions that allow dealers to create an activity for a sales representative or service representative based on information in a contact, opportunity or vehicle record. The parameters are Description, Due in Days, Priority, Status, and Type, and the values you enter for these parameters appear in the corresponding fields of the Activity record. The activity is automatically assigned to the primary member of the sales team for the contact or opportunity.

For information about create additional actions for business rules beyond those listed above, see Configuration for Dealer Business Rules.

After creating the appropriate workflow or business service, you add the action to the Action Types list, so it can be used by business rules.

This task is a step in Process of Creating Business Rule Templates for Dealers.

To add an action

1. Navigate to the Administration - Business Rules screen.
2. Click Action Types.
3. Add a new record to the Action Types list and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Name	Enter a descriptive name for the action. It is recommended that this name include the object that the action applies to, such as Send Email to Contact.
   Object	Select the business object that the action is based on.
   Type	Select either Workflow or Business Service.
   Mode	Select an option to determine whether the workflow or business service for this rule is invoked for each record or invoked only once. This feature allows the OEM to create workflows or business services that take care of all the records in the query, rather then the usual workflows or business services that take care of only one record.
   Workflow	If you selected Workflow in the Type field, select the workflow. If you selected Business Service in the Type field, this field is disabled.
   Business Service	If you selected Business Service in the Type field, select the business service. If you selected Workflow in the Type field, this field is automatically filled in with Workflow Process Manager (the business service that runs workflows).
   Method	If you selected Business Service in the Type field, select the method. If you selected Workflow in the Type field, this field is automatically filled in with Run Process (the method that runs workflows).
   Id Field	Contains the method argument that corresponds to the Row Id of the record being processed, which is passed to the method when it is called. If you selected Workflow in the Type field, then this field will contain the Row Id by default. If it is a different type, select one of the business service method arguments.

4. To enter parameters for the action, scroll down and add one or more records to the parameter list below the Action Types list, and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Name	Enter a name for the parameter.
   Type	Select the way that the argument will be displayed in the user interface. For example, if you select PickList as the type, the user will use a picklist to select the argument, and if you select Checkbox, the user will use a check box to specify the argument.
   Read Only	Read only is selected, because this argument is read-only on the dealer side. Only the host can specify a value for the argument in the template, and the dealers cannot change the value of this argument.
   Workflow Property/Method Argument	If the action type is workflow, this field displays as Workflow Property, and you must enter the argument value that will be assigned to the workflow property. If the action type is business service, this field displays as Method Argument, and you must enter the method argument to which the value of this parameter will be assigned.
   PickList/PickApplet/PickField	If you selected Picklist in the Type field, use the PickList field to select the picklist that will be displayed in the user interface. If you selected PickApplet in the Type field, use these three fields. The picklist will be used to setup the pickmap, the pick applet will be displayed in the user interface, and the pick field value will be picked into the argument. If you selected any other type, leave these fields blank.