Applications Administration Guide > Activities, Activity Plans, and Assessments >

About Configuring Activities

This section describes some aspects of the activities that configurators or administrators may want to change:

Configuring Owner and Employee Fields

Depending on your business process, you may want to configure the Siebel application so that the Employees and Owner fields for activities are always left blank when the activity is created. (The Owner field displays the primary from the Employee field.)

To achieve this, use Siebel Tools to set the pre-default value of the Primary Owned By field (which maps to the Owner field that appears in the UI) in the Action business component to blank.

For information about using Siebel Tools, see Siebel Tools Reference.

Creating TAS Customer Milestone Templates in a Localized Application

The sample TAS Customer Milestone activity template is available only in English. If you are running a localized version of the Siebel Sales application (that is, a version in a language other than English) and are using the Target Account Selling (TAS) module, you need to create an activity template of type Milestone, as outlined in the following procedure.

To translate a TAS Customer Milestone template for a localized application

  1. From the application-level menu, choose View > Site Map > Application Administration > Activity Templates.
  2. In the Activity Templates list, query for records of type Milestone where Milestone is the translation of the English word in the localization language.

    NOTE:  For the translation, see the Interface Terminology Look-up manual for your language, or, in the List of Values, look for the Display Value that corresponds to the Language-Independent Code for Milestone. For more information about List of Values, see Working with Lists of Values.

    Six records should be found by the query:

    • 1-Request Offering(s)
    • 2-Evaluate Offering(s)
    • 3-Approve / Select
    • 4-Legal / Purchasing
    • 5-Implement
    • 6-Measure
  3. For each of the six templates:
    1. Click the Activity Templates Detail view tab.
    2. Make sure that for each detail record, the Type is Recommended Activity where Recommended Activity is the translation of the English phrase in the localized language. (See note in Step 2.)
    3. Optional: Translate the Description of each detail record into the localized language.
  4. Follow the procedure for adding a milestone in the Siebel Sales User Guide. Make sure that the six Activity Templates (Step 2) appear in the Event field drop-down list.

 Applications Administration Guide
 Published: 09 September 2004