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Using Substitution Fields in Templates for Siebel Email Response

Templates can include substitution fields that obtain data directly from your Siebel database, such as a customer name or a service request status. You insert a substitution field by selecting it in the Available Substitutions list, copying the substitution, and pasting it into the Template Text field where you want the value to appear. In a template, you can use substitution fields from only one recipient group.

Setting Up Workflow to Use Substitution Fields

Templates in Siebel Email Response can include substitution fields from any business component that has a correctly configured relationship to the Comm Outbound Email business component. Business components with this relationship include Account, Campaign, Contact, Opportunity, and Service Request.

Before you attempt to set up templates that include substitution fields other than a default active business component, you must modify the eMail Response - Response workflow.

To set up a workflow to use substitution fields

1. In the Siebel Tools Object Explorer, select the Workflow Processes object.
2. In the Workflow Processes list, query for a process name of eMail Response - Response Workflow.
3. In the Workflow Processes list, select eMail Response - Response Workflow, and click Revise.
4. In the Workflow Processes list, right-click eMail Response - Response Workflow and choose Edit Workflow Process.

   The Business Process Designer appears.

5. Right-click the Get Response Text business service step and choose Show Input Arguments.
6. In the Input Arguments list, add the input arguments in the following table.

   Input Argument	Type	Value	Property Name
   ActivityBusComp	Literal	Action	None
   ActivityBusObj	Literal	Action	None
   SourceId	Process Property	None	Object Id

7. Right-click the Expand Template Text business service step and choose Show Input Arguments.
8. In the Input Arguments list, add the input argument in the following table.

   Input Argument	Type	Value	Property Name
   Expand Template	Literal	Y	None

9. In the History Toolbar, click Back to return to Siebel Tools.
10. In the Workflow Processes list, right-click eMail Response - Response Workflow and choose Validate.
11. In the Workflow Processes list, select eMail Response - Response Workflow and click Deploy.

NOTE:  Use Siebel Tools to enable additional business components for template substitutions. For more information, see Using Siebel Tools.

Setting Up Additional Business Components for Substitution Fields

Recipient groups are based on business objects. When you create a template, you associate it with a recipient group. Siebel Email Response checks the recipient group that you assign to the template to determine the associated business object. For example, the Service Request Contact recipient group is based on the Service Request business object, and the Opportunity Sales Team recipient group is based on the Opportunity business object. You can use fields from any business component within the related business object as substitution fields in a template.

Siebel Email Response looks at the user properties defined on the Comm Outbound Email business component for a record that describes the relationship between the Comm Outbound Email business component and the target business object. Any business object that has a primary business component can be chosen. In Table 11, the user property record shows that the Comm Outbound Email business component is related to the Account business object, using the Account Id field from the Comm Outbound Email business component as the foreign key:

In procedure below, you will configure the Order Entry business object that will be used for substitution fields. The Order Entry business object has a primary business component, Order Entry - Orders.

To set up other business objects for substitution fields

1. In Siebel Tools, extend the Comm Outbound Email business component to expose a custom field that stores the Order Id.
2. Add a new user property to the Comm Outbound Email business component as follows:

   BusComp User Prop	Value
   Source Id Field: Order Entry	Order Id

   In this example, Order Entry is the name of the business object, and Order Id is the name of the foreign key between Comm Outbound Email business component and the Order - Order Entry business component.