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Configuring the Marketing Approval Values


The standard Siebel Marketing configuration provides the following lists of values (LOVs) for the Marketing approval process:

  • Approval Status. The values from this LOV appear in the Approval Status field that appears in the Marketing Plans, Budget Requests, Programs, Campaigns, Event Plans, and Offers screens.
  • Action. The values from this LOV appear in the Action field in the Universal Inbox applets and the Approval view tab of the Marketing Plans, Budget Requests, Programs, Campaigns, Event Plans, and Offers screens. Action values are automatically mapped to Approval Status values. For example, when a user chooses an Approval Status value of Needs Revision in one record the Action value is updated to Request Revision in the corresponding Universal Inbox record.

Table 7 shows the preconfigured mapping for these values.

Table 7. Values for Approval Status and Action LOVs
Approval Status
Action
Description

(blank)

Not Yet Submitted

This field is blank until a value is selected.

Approved

Approve

Approval Last Point. No further action is required by user.

Declined

Decline

Approval Last Point. No further action is required by user.

Needs Revision

Request Revision

Requires action by the user until an Approval Last Point is selected.

Submitted

Submit

Requires action by the user until an Approval Last Point is selected.

If required, you can add to the list of values using the Administration - Data screen. If you add a value that you intend to be an Approval Last Point, you must identify the new value as an Approval Last Point in Siebel Tools. These tasks are described in the following topics:

Adding a New Approval Value and Mapping the LOVs

You can add a new approval value to the approval status and action LOVs by performing the steps in the following procedure.

To add a new approval value and map the LOVs

  1. Navigate to the Administration - Data screen, then the List of Values view.
  2. In the List of Values list, query for the MKTG_PLAN_APPR_TYPE list of values and perform the following steps:
    1. Click New and complete the fields.
    2. You must complete the Display Name, Language Name, and Order fields, and then select the Active flag.

      NOTE:  Use a unique value in the Order column in this list. This controls the sequence that the items appear in the list.

  3. Query for the MKTG_UINBOX_ACTION_TYPE list of values and perform the following steps:
    1. Click New and complete the fields.
    2. You must complete the Display Name, Language Name, and Order fields, and then select the Active flag.

      NOTE:  Set the order value in this list to control the sequence that the item appears in the list.

Identifying a New Approval Last Point Value

The following procedure describes how to identify a new Approval Last Point value.

To identify a new Approval Last Point value

  1. Log in to Siebel Tools and query for the business component for each marketing approval item.
  2. For each business component, select the Business Component User Properties.
  3. Select the Approval Last Point user property.
  4. Add the new value to the comma separated list.

    CAUTION:  Do not change the existing values (Declined and Approved). You must insert your value your_new_value as an additional value.

Disabling the Approval Dialog Box

If your organization does not need the Approval dialog box to appear when the Approval Status changes, you can disable it by performing the steps in the following procedure.

To disable the Approval dialog box

  1. Log in to Siebel Tools.
  2. Find the base Business Component for which you need to disable the popup.
  3. Select the Business Component User Properties.
  4. Select the Show Approval Popup user property and change the value to No.
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