Creating the Condition Criteria

This task is a step in Example of Developing a Task that Assists with Adding an Opportunity and an Activity.

In this topic, you create the condition criteria.

To create the condition criteria

  1. Select the Yes connector, click the Tasks Menu (the cogwheel icon), and then select Edit Conditions.

    For more information, see Creating a Branch Connector.

  2. In the Compose Condition Criteria dialog box that opens, do the following:
    1. In the Compare To picklist, select Business Component.

      You can use the Compare To picklist to indicate whether Siebel CRM must use an object, expression, or process property in the comparison. In this example, Siebel CRM compares the runtime value of a field from the transient business component (TBC) for Opportunity business component, as defined in the Object picklist. Items in the Object picklist are context-sensitive. Siebel CRM updates these items according to the value that you select in the Compare To picklist.

    2. In the Object picklist, select the TBC for Opportunity.

    3. In the Operation picklist, accept the following option: All Must Match (Ignore Case).

      You can use the Operation field to create the condition in this example. The value you define in the Values section of the Compose Condition Criteria dialog must match the runtime value of the Create Activity field of the business component.

    4. In the Field picklist, select Create Activity.

    5. In the Values section, click New, select Yes in the Pick Value dialog that opens, and then click OK.

    6. Click Add.

      The condition is added to the Conditions list in the Compose Condition Criteria dialog box. In this example, you add only a single condition (but another condition can be added if required in a different situation). The following table shows the values that should be set for this example condition in the Compose Condition Criteria dialog box.

      Field Label

      Field Control

      Field Value

      Compare To

      Drop down list

      Business Component

      Operation

      Drop down list

      All Must Match (Ignore Case)

      Object

      Drop down list

      TBC for Opportunity

      Field

      Drop down list

      Create Activity

      Values

      Text box

      Yes

      At runtime, if the Create Activity field contains the Value:

      • Yes, then Siebel CRM directs the task flow down the Yes branch.

      • No, then Siebel CRM directs the task flow down the No branch.

    7. Click OK.
  3. Close the Task Editor.