Entering Criteria

You can enter query criteria (such as [Revenue] > 100000) in the Condition field of a section or component record. If the condition is TRUE, the section or component is included in the proposal. If the condition is FALSE, the section or component is not included. If you do not specify a condition, the section or component is always included.

You can create conditions for any field that relates to the business object of the proposal; use Opportunity fields for opportunity proposals, and Account fields for account proposals. If the definition of a condition must be based on fields from another business object, you must add those fields to the Opportunity, Account, Order, or Quote business object through either a link or a join.

The syntax for conditions is similar to the syntax for Siebel queries. For more information about the syntax for Siebel queries, see Siebel Fundamentals and Siebel Developer's Reference.