How Siebel CRM Desktop Maps the Status Field of an Activity

The following describes how Siebel CRM Desktop maps the status of a Siebel CRM activity to the status of the Outlook To Do item when the user shares a To Do item.

Siebel Status Outlook Status

Not Started

Not Started

In Progress

In Progress

Done

Completed

On Hold

Waiting on someone else

Canceled

Deferred

The following describes how Siebel 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

Siebel CRM Desktop does this work during synchronization.

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 the following table determines the value for the status.

The following describes how Siebel CRM Desktop uses the Percent Complete value in the Outlook To Do item to determine the value of the Status field.

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 To Do item in Outlook that includes a status that is In Progress and a Percent Complete that is 0.

  2. Siebel 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, Siebel CRM Desktop changes the status to Requested.

  5. The user synchronizes with the Siebel Server again.

  6. In Outlook, Siebel CRM Desktop updates the activity status to Requested.

  7. At this point, the Percent Complete field of the To Do item is 0. Siebel CRM Desktop updates the To Do item status to Not Started.