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How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook To Do Items

Table 41 describes how CRM Desktop maps fields between a Siebel CRM activity and the Outlook task.

Table 41. How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook To Do Items
Siebel Field
Outlook Field
Required
Description

Owner

Owner

Yes

For more information, see How Siebel CRM Desktop Maps the Owner Field Between Siebel CRM Activities and Outlook To Do Items.

Type

The type that the user specifies when the user links a CRM record. The default value is To Do.

Yes

If a user shares a task, then CRM Desktop creates an activity in Outlook with a Display in value that includes the following:

To Do and Activities

The customization package defines the default value. You can change this value.

Description

For more information, see How Siebel CRM Desktop Handles Private Activities.

No

The customization package defines the value that is set for a private task. Localization resources include this value.

Priority

Values are:

  • 1-ASAP
  • 2-High
  • 3-Medium
  • 4-Low

Outlook priority

Values are:

  • 1-High
  • 2-High
  • 3-Medium
  • 4-Low

No

For more information, see How Siebel CRM Desktop Maps the Priority Field.

Comments

Description

A private task does not include a description.

No

If the Private check box is set to allow a shared task, then CRM Desktop sets the Comments field to a value that the customization package defines, such as Unavailable.

Start Date

Start Date

No

The Start Date for an activity is the start date that the user sets for a task. If the user does not enter the start date, then the start date for the activity is also empty.

Done

Completed Date

No

The Done date is the date that Siebel CRM displays as the Actual End date in the Siebel Web Client.

Completed flag

Completed flag

No

Not applicable.

Due

Due Date

No

Not applicable.

Percent complete

Percent complete

No

The value of the Percent complete field is related to the status. For more information, see How Siebel CRM Desktop Maps the Status Field of an Activity.

Status

Status

No

For more information, see How Siebel CRM Desktop Maps the Status Field of an Activity.

Account

Account association that the user specifies when the user links a CRM record.

No

Not applicable.

Opportunity

Opportunity association that the user specifies when the user links a CRM record.

No

Not applicable.

Contacts

Contact association that the user specifies when the user links a CRM record.

No

Not applicable.

Created by

User ID of the employee who creates the activity.

Yes

Not applicable.

Created Date

Timestamp of when the activity is created.

Yes

Not applicable.

How Siebel CRM Desktop Maps the Owner Field Between Siebel CRM Activities and Outlook To Do Items

This topic describes how Siebel CRM Desktop maps the owner field between a Siebel CRM activity and the Outlook task. CRM Desktop sets the owner differently for each of the following situations:

  • A shared task is assigned to another employee. It sets the assignee as the owner of the activity.
  • A shared task is assigned to a number of employees. It sets each assignee as the owner of their own activity.
  • A shared task is assigned to a shared contact or to an external person. It sets the employee who created the task as the owner of the activity.
  • A task is created by an external person and assigned to an employee and this employee shares the task. It sets the employee as the owner of the activity.
  • An external person who is not a Siebel employee sends a task to a number of employees who are CRM Desktop users. It sets each employee as the owner of the activity and adds the remaining employees to the employee team. It does this work after each employee accepts and shares the task.

How Siebel CRM Desktop Maps the Status Field of an Activity

Table 42 describes how Siebel CRM Desktop maps the status of a Siebel CRM activity to the status of the Outlook task when the user shares a task.

Table 42. How Siebel CRM Desktop Maps the Status Field of an Activity
Siebel Status
Outlook Status

Not Started

Not Started

In Progress

In Progress

Done

Completed

On Hold

Waiting on someone else

Canceled

Deferred

Table 43 describes how CRM Desktop maps the Status field of a Siebel CRM activity when the value of the Display In field of a To Do activity contains the following value:

To Do and Activities

CRM Desktop does this work during synchronization.

Table 43. How Siebel CRM Desktop Maps the Status of a Siebel CRM Activity When To Do Contains To Do and Activities
Siebel Status
Outlook Status

Not Started/Acknowledged

Not Started

In Progress

In Progress

Done

Completed

On Hold

Waiting on someone else

Canceled/Declined

Deferred

Any other value

The logic described in Table 44 determines the value for the status.

Table 44 describes how CRM Desktop uses the Percent Complete value in the Outlook task to determine the value of the Status field.

Table 44. How Siebel CRM Desktop Maps the Status of a Siebel CRM Activity That Is Determined By Percent Complete
Siebel Status
Value of Percent Complete for the Outlook To Do Item

Not Started

0

In Progress

Greater than zero and less than one hundred

Completed

100

Scenario for Mapping the Status Field of an Activity

This topic gives one example of how Siebel CRM Desktop maps the status field of an activity. The following sequence occurs:

  1. A user creates a shared task in Outlook that includes a status that is In Progress and a Percent Complete that is 0.
  2. CRM Desktop creates an activity on the Siebel Server that includes a status of In Progress.
  3. The user synchronizes with the Siebel Server.
  4. On the Siebel Server, CRM Desktop changes the status to Requested.
  5. The user synchronizes with the Siebel Server again.
  6. In Outlook, CRM Desktop updates the activity status to Requested.
  7. At this point, the Percent Complete field of the task is 0. CRM Desktop updates the task status to Not Started.
      
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