Bookshelf v7.7: About Activities and Calendar Records

In Siebel applications, To Do and calendar records are Activity records. From the perspective of Siebel applications, calendar records are a subset of activity records. Therefore, each calendar record is considered to be a type of activity record. When viewed in the Siebel application, all activity records (including records classified as calendar items) appear in the Activities view. SSSE, however, allows you to synchronize calendar records and activity To Do records separately. Separate treatment is necessary for PIMs (such as Microsoft Exchange) that treat calendar records and To Do records as distinct record types.

The value in the Display In field determines how a new Siebel Activity record is synchronized with Microsoft Exchange Server. Each Siebel Activity record is treated in one of three ways—it is synchronized as a Calendar record, it is synchronized as a Task, or it is excluded from synchronization. Table 35 summarizes how activities created in the Siebel application are synchronized based on the value of the Display In field.

Table 35. Synchronization of Siebel Activities Records with Microsoft Exchange Records
Siebel Display In Value	Microsoft Exchange Record Type	Record Synchronized as
Calendar and Activities	Calendar	Calendar
To Do and Activities	Task	Task
Activities Only	Not Applicable	Not synchronized

Similarly, when users create items in Outlook that SSSE synchronizes with a Siebel application, SSSE automatically sets the Display In field to the appropriate value depending on the PIM record type. Table 36 summarizes how the Display In field is set when a record that was created in Outlook is synchronized with the Siebel application.

Table 36. Synchronization of Microsoft Exchange Records with Siebel Activities Records
Microsoft Exchange Record Type	Siebel Display In Value	Record Synchronized as
Task	To Do and Activities	To Do
Calendar	Calendar and Activities	Calendar

When synchronization adds an Exchange Task to the Siebel application, SSSE sets the Display In field to To Do and Activities. If a user subsequently changes the Siebel Display In field to Calendar and Activities, the activity appears in the Siebel Calendar. During the next synchronization, SSSE deletes this item from the Exchange Task list and adds it to the Exchange Calendar.