Activating Action Sets in Siebel CRM

Use the following procedure to activate action sets in your Siebel application.

To activate action sets in your Siebel application

1. Verify that the action sets for Account, Contact, and List Mgmt Prospective Contact are set up in your Siebel application by navigating to Administration - Runtime Events, then the Action Sets view.

   For information about the action sets that are set up by default in your Siebel application, see the following:

   • Siebel CRM DQ Sync Action Sets

   • Siebel CRM ISSSYNC Action Sets

   For more information about creating action sets, including creating actions for action sets, see Siebel Personalization Administration Guide.

   Note: When verifying ISSSYNC action set setup, make sure that the IDS_URL profile attribute reflects the URL location of Oracle Data Quality Matching Server.

2. Verify that appropriate run-time events (seed data) are set up in your Siebel application by navigating to Administration - Runtime Events, then the Events view.

   For more information about run-time events, including how to call a workflow process from a run-time event, see Siebel Business Process Framework: Workflow Guide.

   For more information about associating events with action sets, see Siebel Personalization Administration Guide.

3. Activate the action sets for Account, Contact, and List Mgmt Prospective Contact, as follows:

   1. Navigate to Administration - Runtime Events, then the Action Sets view.

   2. Select the Active checkbox for each Action Set that you want to activate.

   3. Reload the run-time events by clicking Menu, and selecting Reload Runtime Events.