Siebel Correspondence, Proposals, and Presentations Guide > Presentations >

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 is used in the presentation. For example, if you have an executive summary for deals of over $100,000 and another executive summary for smaller deals, you can use the condition field in each Executive Summary section to enable Siebel Presentations to insert the appropriate executive summary when the appropriate conditions are TRUE.

This task is a step in Process of Creating Presentation Templates.

Entering Criteria

You can enter query criteria (such as [Revenue] > 100000) in the Condition field of a section or component record. If the condition is TRUE, the section or component is included in the presentation. 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 included.

You can create conditions for any field that relates to the business object of the presentation; use Opportunity fields for opportunity presentations, and Account fields for account presentations. If the definition of a condition must 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 Siebel 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, enter the following condition:

  EXISTS ([Product] LIKE "Pentium*")

  This condition reviews the products for the opportunity. If the product name begins with Pentium, Siebel Presentations inserts the component. Otherwise, Siebel Presentations leaves out the component.

  NOTE:  To use a product in a condition, the product must be entered in the Products view of the Opportunities screen. The condition does not apply to products that were are 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 Condition field of the section, enter the following:

  EXISTS ([State] = "GA")

  or

  [State] = "GA"

  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 reviews the state for the account, and if the state is Georgia, then Siebel Presentations includes the section in the presentation. Otherwise, Siebel Presentations skips this section and moves on to the next section.

• If the opportunity has a revenue amount greater than $1,000,000 and it is expected to close in 2003, 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 on the view to use it in. For example, you can text this condition 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 the Condition field.