After Upgrade from 7.8.x to 8.1.x Personalization Not Working Dynamically

(Doc ID 1157513.1)

Last updated on SEPTEMBER 22, 2017

Applies to:

Siebel CRM - Version 8.1.1.1 [21211] and later
Siebel Personalization - Version 8.1.1.1 [21211] and later
Information in this document applies to any platform.

Goal

After upgrade to Siebel 8.1. personalization doesn't work properly anymore.


Test case for personalization not firing in certain circumstances :

1. Sitemap > Administration - Runtime Events > Action Sets
   Create a new action set with name=ABC Account Test
   Create an action in this action set:
   Name: ABC Account Test
   Sequence: 1
   Action Type: Attribute Set
   Profile Attribute: ABC Account Test
   Set Operator: Set
   Value: IIF([Type] = 'Retailer', 'N', 'Y')

2. Sitemap > Administration - Runtime Events > Action Sets
   Create a new action set with name=ABC Account Init
   Create an action in this action set:
   Name: ABC Account Init
   Sequence: 1
   Action Type: Attribute Set
   Profile Attribute: ABC Account Test
   Set Operator: Set
   Value: Y

3. Sitemap > Administration - Runtime Events > Events
   Create a new record:
   Sequence: 1
   Object Type: BusComp
   Object Name: Account
   Event: ChangeRecord
   Action Set Name: ABC Account Test 

4. Sitemap > Administration - Runtime Events > Event
   Create a new record:
   Sequence: 1
   Object Type: Application
   Event: Login
   Action Set Name: ABC Account Init

5. Open top applet menu > Reload Runtime Events

6. Sitemap > Administration - Personalization > Views
   Query for Account Detail - Contacts View (This is the drilldown view from the Accounts drilldown on the Account name)
   Conditional Expression: GetProfileAttr("ABC Account Test")= "N"
   Applet Menu > Reload Pesonalization Rules


7. Open top applet menu > Reload Runtime Events

8. Sitemap > Administration - Personalization > Views
   Query for Account Detail – Activities View
   Conditional Expression: GetProfileAttr("ABC Account Test")= "Y"
   Applet Menu > Reload Pesonalization Rules


Test result:

- Drilldown on Account name where the type is retailer, goes to contacts view.
- Drilldown on Account name where the type is Commercial, goes to Activities view. Both work correctly

However, drilldown is on Account name where retailer, goes to contact view.
Select the accounts list child view (so staying in Accounts screens), change the type from retailer to Commercial, still goes to contact view, not activities.
This means that the BC is not getting updated and needs to be fixed.

Solution

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