How Siebel CRM Desktop Transforms Siebel CRM Activities That Repeat

The following describes how Siebel CRM Desktop transforms an activity in Siebel CRM that is repeated.

Work That Occurs in Siebel CRM	Work That Siebel CRM Desktop Performs
The user creates a repeating activity in Siebel CRM.	Creates a corresponding repeating Calendar entry in Outlook.
The user changes a single occurrence of the repeating activity in Siebel CRM: Creates a delete activity. Creates a new activity that does not repeat.	Deletes the occurrence of the Outlook Calendar entry for the date of the occurrence that is deleted in Siebel CRM.
The user can modify a repeating activity in Siebel CRM. The activity was created in Outlook from a repeating Calendar entry, so the activity can originate in Siebel CRM or Siebel CRM Desktop can synchronize it to Siebel CRM from Outlook. If the user changes all instances of the repeating activity in Siebel CRM, then Siebel CRM Desktop deletes every instance of the repeating activity from the current day forward. Any instances that exist before the current day remain on the calendar. If the user deletes only one instance, then Siebel CRM still schedules every other instance. If the user changes a repeating Siebel CRM activity, then Siebel CRM Desktop does the following work: Changes the following date of the initial activity to the date minus one occurrence: repeat until Creates a new repeated Calendar entry that the date of the change for the repeat determines. This situation is true until the date is the following date of the parent repeated Calendar entry: repeat until Relinks the delete records to the corresponding repeating activities, depending on the exception date.	Siebel CRM Desktop does the following work: Changes the end date of the initial repeating activity Creates a new repeating activity. The Siebel CRM activity determines this new repeating activity. Changes the links for the delete activities depending on the changes that Siebel CRM Desktop synchronizes from the Siebel Server

Work That Occurs in Siebel CRM

Work That Siebel CRM Desktop Performs

The user creates a repeating activity in Siebel CRM.

Creates a corresponding repeating Calendar entry in Outlook.

The user changes a single occurrence of the repeating activity in Siebel CRM:

Creates a delete activity.
Creates a new activity that does not repeat.

Deletes the occurrence of the Outlook Calendar entry for the date of the occurrence that is deleted in Siebel CRM.

The user can modify a repeating activity in Siebel CRM. The activity was created in Outlook from a repeating Calendar entry, so the activity can originate in Siebel CRM or Siebel CRM Desktop can synchronize it to Siebel CRM from Outlook.

If the user changes all instances of the repeating activity in Siebel CRM, then Siebel CRM Desktop deletes every instance of the repeating activity from the current day forward. Any instances that exist before the current day remain on the calendar.

If the user deletes only one instance, then Siebel CRM still schedules every other instance.

If the user changes a repeating Siebel CRM activity, then Siebel CRM Desktop does the following work:

Changes the following date of the initial activity to the date minus one occurrence:

repeat until

Creates a new repeated Calendar entry that the date of the change for the repeat determines. This situation is true until the date is the following date of the parent repeated Calendar entry:

repeat until

Relinks the delete records to the corresponding repeating activities, depending on the exception date.

Siebel CRM Desktop does the following work:

Changes the end date of the initial repeating activity
Creates a new repeating activity. The Siebel CRM activity determines this new repeating activity.
Changes the links for the delete activities depending on the changes that Siebel CRM Desktop synchronizes from the Siebel Server