Examples of Criteria

The following examples illustrate the syntax for conditions:

• If an opportunity applies to a Pentium computer, you want to insert a component about the advantages of the new Pentium II chip. In the Condition field for the component, enter the following condition:

  EXISTS ([Product] LIKE "Pentium*")
  

  This condition reviews the products for the opportunity. If the product name begins with Pentium, Siebel Proposals inserts the component. Otherwise, Siebel Proposals leaves out the component.

  Note: To use a product in a condition, the product must be entered in the Products view of the Opportunities screen. The condition does not apply to products that are entered as quote line items.

• If the account is located in Georgia, enter a section with terms and conditions limited to that state. In the Condition field of the section, enter the following:

  EXISTS ([State] = "GA") 
  

  or

  [State] = "GA"
  

  You use the first line if the account is located only in Georgia, and use the second line if the account is located in Georgia and another location.

  This condition reviews the state for the account. If the state is Georgia, then Siebel Proposals includes the section in the proposal. Otherwise, Siebel Proposals skips this section and moves on to the next section.

• If the opportunity has a revenue amount greater than $1,000,000 and it is expected to close in 2003, insert a component on a special program for this type of customer. Enter the following condition in the Condition field for the component:

  [Revenue] > 1000000 AND [Close Date] <= ("12/31/2003") AND [Close Date] >= 
  ("1/1/2003")
  

  After you enter a condition, test it as a query in the view to use it in. For example, you can test this condition as a query in the My Opportunities view. If the query returns the data you expect, the query is probably in the correct format for the Condition field.