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Updating Fields When Siebel CRM Updates Other Fields

The On Field Update Set n user property sets the value of a business component field when Siebel CRM updates another field. The value for this user property must use the following format:

"FieldToCheck", "FieldToSet", "Value", "Condition"

where:

• Value and Condition are optional parameters.

Note the following:

• If Siebel CRM updates FieldToCheck, then it sets FieldToSet to Value.
• If you do not include the Value parameter, then it sets FieldToSet to the value that FieldToCheck contains.
• If you include Condition, then it updates FieldToSet only if Condition evaluates to TRUE.
• Double quotes (") must enclose each parameter. A comma and a space must separate each parameter.

For more information, see How This Book Describes the User Property Format.

You can specify this user property with or without the numeric suffix. For more information, see Numbering Instances of a User Property.

Setting the Value Parameter of On Field Update Set

The Value parameter can contain an expression. If Siebel CRM updates the Done Flag in the following example, then it uses an IIF expression to set the Done field:

"Done Flag", "Done", "IIF ([Done Flag] = "Y", Today (), "")"

Any expression you use must evaluate to the same data type that the target field uses. In the following example, Siebel CRM uses the ToChar function to convert the date to a string before it concatenates it with another string and sets the field value:

"Agreement Start Date", "Name", "ToChar([Agreement Start Date]) + [Agreement Type]"

Setting the Condition Parameter of On Field Update Set

In the following example, if Siebel CRM updates the Primary Revenue Amount field, then it sets the Revenue field of the Opportunity business component, but only if the IsParentBCRevn field contains a value of N:

"Primary Revenue Amount", "Revenue", "[Primary Revenue Amount]", "[IsParentBCRevn] = 'N'"

Using On Field Update Set with An Address Business Component

Siebel CRM concatenates street address, city, and state so that it can populate the Address Name field of an address business component, such as Business Address. If the user updates the street address, city, or state, then Siebel CRM uses multiple instances of the On Update Field Set user property to set the value of a calculated field. In the following example, if the user updates a city, then Siebel CRM uses an On Update Field Set user property that contains the following value:

"City", "Address Name", "IIF( [Address Name Locked Flag] = ""N"", [Calculated Address Name], [Address Name])"

If the user updates the street address or the state, then Siebel CRM uses similar user property instances to update the Address Name field.

Guidelines for Updating Fields When Siebel CRM Updates Other Fields

If you configure the On Field Update Set n user property, then use the following guidelines:

• Do not use this user property to set a multivalue or calculated field. If FieldToSet is a multivalue or calculated field, then Siebel CRM does not update it when it examines FieldToCheck.
• Do not define FieldToCheck as a field on a multivalue group. This user property does not recognize modifications that Siebel CRM makes in a multivalue group field, including modifying the primary field by modifying the primary record of a multivalue group. For example, assume you use the following value for the On Field Update Set user property on the Contact business component:

  "Primary Address Id", "Email Address", "my@oracle.com"

  If the user modifies the primary of the Street Address multivalue group, then Siebel CRM does not update the Email Address field.