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How Siebel CRM Desktop Maps the Status Field of an Activity


Table 24 describes how Siebel CRM Desktop maps the status of a Siebel CRM activity to the status of an Outlook task when the user shares a task.

Table 24. How Siebel CRM Desktop Maps the Status Field of an Activity
Siebel Status
Outlook Status

Not Started

Not Started

In Progress

In Progress

Done

Completed

On Hold

Waiting on someone else

Canceled

Deferred

Table 25 describes how Siebel CRM Desktop maps the Status field of a Siebel CRM activity when the value of the Display In field of a To Do activity contains the following:

To Do and Activities

Siebel CRM Desktop performs this work during synchronization.

Table 25. How Siebel CRM Desktop Maps the Status of a Siebel CRM Activity When To Do Contains To Do and Activities
Siebel Status
Outlook Status

Not Started/Acknowledged

Not Started

In Progress

In Progress

Done

Completed

On Hold

Waiting on someone else

Canceled/Declined

Deferred

Any other value

The logic described in Table 26 determines the value for the status.

Table 26 describes how Siebel CRM Desktop uses the Percent Complete value in an Outlook task to determine the value of the Status field.

Table 26. How Siebel CRM Desktop Maps the Status of a Siebel CRM Activity That Is Determined By Percent Complete
Siebel Status
Value of Percent Complete for the Outlook Task

Not Started

0

In Progress

Greater than zero and less than one hundred

Completed

100

Scenario for Mapping the Status Field of an Activity

This topic gives one example of how Siebel CRM Desktop maps the status field of an activity. Siebel CRM Desktop performs the following sequence:

  1. A user creates a shared task in Microsoft Outlook that contains a status that is In Progress and a Percent Complete that is 0.
  2. Siebel CRM Desktop creates an activity on the Siebel Server that contains a status of In Progress.
  3. The user synchronizes with the Siebel Server.
  4. On the Siebel Server, Siebel CRM Desktop changes the status to Requested.
  5. The user synchronizes with the Siebel Server again.
  6. In Microsoft Outlook, Siebel CRM Desktop updates the status of the activity to Requested.
  7. At this point, the Percent Complete field of the task is 0. Siebel CRM Desktop updates the status of the task to Not Started.
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