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Siebel Analytics User Guide > Using Siebel Delivers >
Specifying the Content for a Siebel Delivers iBot
Use the Delivery Content tab to specify the type of content to deliver with the iBot, such as a dashboard page or a saved request. You can also specify the delivery format for the content, such as HTML, PDF, or text. You can include a short, descriptive headline to include with the content. The headline appears as the subject when the iBot is delivered. You can add a text message to provide context for an iBot attachment. You can also personalize a headline or text message by using a repository variable or a session variable. If the delivery content is blank (no records are returned), you can add an explanation for this condition. This section contains the following topics:
For an overview of Siebel Delivers, see Overview of Siebel Delivers. Delivery Content Choices for an iBot
You can specify the following delivery content choices for an iBot: - The results of the conditional request.
NOTE: If you attempt to clear the content or select different delivery content, and you have selected the option to show only relevant rows to each user on the Recipients tab, a message appears. The message alerts you that the option to show relevant rows will be reset if you proceed with clearing the content or selecting different delivery content. Click Yes to proceed, or No to retain the current delivery content selection. If you click Yes, the recipients will still be determined from the conditional request, but users will receive all content, and not just the content that pertains to them.
- A narrative text description of the conditional request.
- Dashboard pages from My Dashboard.
- Dashboard pages from public (shared) dashboards.
- Briefing Books.
- Saved requests (shared and private).
- Mobile Applications Dataset.
Delivery Format Options for iBot Delivery Content
The format options for included content depend upon the type on delivery content you select. The format options are listed in the Send Content As drop-down list. Not every type of content has all format options. - Device default
Siebel Delivers will use the device default to determine the content format.
- HTML
Delivery content will be sent inline as HTML.
- Attachment (HTML)
Delivery content will be sent as an HTML attachment.
- Attachment (PDF)
Delivery content will be sent as a PDF attachment.
- Plain Text
Delivery content will be sent in plain text format.
Procedures for Working with the Delivery Content Tab
This section provides procedures for using the Delivery Content tab to make selections for the iBot with which you are working. To add a headline to appear as the iBot subject line
- Type a short, descriptive headline into the Headline text box.
To add a variable in a headline to appear as the iBot subject line
- In the Headline text box, type a short, descriptive headline with a session variable or a repository variable using the syntax shown in the following table:
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Repository |
@{Variable_Name} |
Session |
@{NQ_SESSION.Variable_Name} |
For example, @{NQ_SESSION.DISPLAYNAME} Sales Territory Weekly Update.
NOTE: If you want to use the @ character, you need to precede it with the \ (back slash) character to separate it from the variable syntax. For example, Dear @{NQ_SESSION.DISPLAYNAME}, \@ New York, appears as Dear Joe Smith, @ New York.
To select the delivery content for the iBot
- Click the Select Content button.
- At the Choose Delivery Content dialog box, select the delivery content and click OK.
For more information, see Delivery Content Choices for an iBot.
- Choose a format for the delivery content from the Send content as drop-down list.
For more information, see Delivery Format Options for iBot Delivery Content.
To remove the delivery content for the iBot
- Click the Clear Content button.
To add a text message to provide context for the iBot attachment
- Click the following option:
If sent as attachment, include this text
- Type the text into the text box.
To add a variable in a text message to provide context for the iBot attachment
- Click the following option:
If sent as attachment, include this text
- Type the text into the text box with a session variable or a repository variable using the syntax shown in the following table:
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Repository |
@{Variable_Name} |
Session |
@{NQ_SESSION.Variable_Name} |
For example, Dear, @{NQ_SESSION.Variable_Name}, here is your personalized Weekly Sales Territory Update.
NOTE: If you want to use the @ character, you need to precede it with the \ (back slash) character to separate it from the variable syntax. For example, Dear @{NQ_SESSION.DISPLAYNAME}, \@ New York, appears as Dear Joe Smith, @ New York.
To specify a text message to deliver to recipients when there is no iBot content to deliver to them
- Click the following option:
Deliver this message when no records are returned
- Type the text into the text box.
NOTE: You should enter text to be delivered to recipients when there is no iBot content to deliver to them. This might be all recipients, if the iBot is configured to run all requests as a specific user in the General tab. This can help these recipients understand that there was no data for them and that the iBot did not fail.
To add a variable in a text message for no iBot content
- Click the following option:
Deliver this message when no records are returned
- Type the text into the text box with a session variable or a repository variable using the syntax shown in the following table:
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Repository |
@{Variable_Name} |
Session |
@{NQ_SESSION.Variable_Name} |
For example, Dear, @{NQ_SESSION.Variable_Name}, your Weekly Sales Territory Update contains no data this week.
NOTE: If you want to use the @ character, you need to precede it with the \ (back slash) character to separate it from the variable syntax. For example, Dear @{NQ_SESSION.DISPLAYNAME}, \@ New York, appears as Dear Joe Smith, @ New York.
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