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When Having Multiple Personalization Rule Sets, The Last Sequence Rule Set Is the First Being Executed Instead Of the First Sequence Rule Set (Doc ID 2902171.1)

Last updated on NOVEMBER 08, 2022

Applies to:

Siebel CRM - Version 21.5 to 22.10 [Release V17]
Information in this document applies to any platform.


After applying update 22.5 on the top of 21.1, Personalization Rules in the Applets are no longer working as expected and incorrect data is displayed.

The issue can be reproduced at will with the following steps:

Scenario: From All Opportunities View ONLY display records where for the "Default Organization" Division,  "Sales Method" = "Application Capture" AND [Primary Revenue Committed Flag] = N *** this field is the "Committed" field in the "More Info" view tab

1- Using: Opportunities > All Opportunities

2- Object Names:

View: All Opportunity List View
Applet: Opportunity List Applet
BC Opportunity > Field: Sales Method field = Application Capture

3- From Administration - Personalization > Rule Sets, create:

- Sequence 1: SN ABC All Cases SOA Filter:
Condition Expression: <none>

Rule: SN SOA Cases Filter
Conditional Expression: <none>
Include Expression: [Sales Method] =  "Application Capture"

- Sequence 2: SN ABC Hide Sealed Incidents:

Rule: SN Hide Sealed Incidents
Include Expression::
IIf(GetProfileAttr(ActiveViewName) = "ABC All Incidents and Sealed View", [Id]IS NOT NULL, ([Primary Revenue Committed Flag] = "Y" ))

4- From Administration - Personalization > Applets, locate the Applet "Opportunity List Applet" or add it

5- In the Rule Sets applet, add the above Rule Sets in the same Sequence as described above

6- Reload Personalization, logout and login again

7- Go to My Opportunities ... All records are displayed - It is expected that only Opportunities where [Sales Method] =  "Application Capture" are displayed


 Install Siebel CRM Update 22.5 on the top of 21.1


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