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How Siebel CRM Desktop Transforms a Siebel CRM Activity That Is Repeated


Table 32 describes how Siebel CRM Desktop transforms an activity in a Siebel application that is repeated.

Table 32. How Siebel CRM Desktop Transforms a Repeated Activity in a Siebel Application
Work That Occurs in a Siebel Application
Work That Siebel CRM Desktop Performs

The user creates a recurrent activity in a Siebel application.

Creates a corresponding recurrent event in Microsoft Outlook.

The user changes a single occurrence of the recurring activity in Siebel CRM:

  • Creates a delete activity.
  • Creates a new activity that does not recur.

Deletes the occurrence of the Outlook calendar event for the date of the occurrence that is deleted in Siebel CRM.

The user can modify a recurring activity in Siebel CRM. Because the activity was created in Microsoft Outlook from a recurring calendar event, the activity can originate in Siebel CRM or Siebel CRM Desktop can synchronize it to Siebel CRM from Microsoft Outlook.

If the user changes all instances of the recurring activity in Siebel CRM, then Siebel CRM Desktop deletes every instance of the recurring activity from the current day forward. Any instances before the current day remain on the calendar.

If the user deletes only one instance, then Siebel CRM still schedules every other instance.

If the user changes a recurring Siebel CRM activity, then Siebel CRM Desktop does the following work:

  • Changes the following date of the initial activity to the date minus one occurrence:

    repeat until

  • Creates a new repeated event that the date of the change for the repeat determines. This situation is true until the date is the following date of the parent repeated event:

    repeat until

  • Relinks the delete records to the corresponding recurring activities, depending on the exception date.

Performs the following work:

  • Changes the end date of the initial recurring activity
  • Creates a new recurring activity that the activity that was added in a Siebel application determines
  • Changes the links for the delete activities depending on the changes that are downloaded from a Siebel application
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