Siebel Business Process Framework: Task UI Guide > Configuring Task UI > Configuring UI Objects Used in Tasks >

Configuring Task Applets


The following topics outline the concepts and procedures for configuring task applets:

Creating Task Applets Using the Task Applet Wizard

About Configuring Applet Methods

Creating Task Applets Using the Task Applet Wizard

This topic explains how to use the Task Applet wizard to create a task applet.

Before you create a task applet using the Task Applet wizard, you must have already created the task and transient business component needed for the applet.

To create a task applet using the wizard

  1. Launch the New Task Applet wizard:
    1. In Siebel Tools, choose New Object from the File menu.
    2. In the New Object Wizards dialog box, click the Task tab.
    3. Select the Task Applet icon, and click OK.

      Alternatively, you can launch the wizard by right-clicking in the Tasks OBLE, and choosing New Object Wizards > Task Applet from the pop-up menu.

  2. Specify the appropriate options on the General screen:
    1. Select a project for the task applet.
    2. Enter a name for the task applet.

      The name is used to refer to the applet when laying out a view and cannot be the same as the name of an existing applet.

    3. Enter a display title for the task applet.

      This is the user-visible label for the applet within the view and may be left blank if no title is desired.

    4. Select the task this applet will be associated with.

      NOTE:  If no task is selected for the applet, the applet can be reused for multiple tasks. If the applet is associated with a task, the applet can only be used for that task.

    5. Select the appropriate upgrade behavior (Admin, Non-Preservable, Preserve).
    6. Select the transient business component (TBC) for the applet.
  3. Click Next to proceed to the Web Layout - Fields screen.
  4. Select the fields from the TBC that you want to appear on the Web layout.
  5. Click Next to proceed to the Finish screen.

    This screen displays the parameters that will be used to create the new task applet. You can use the Back button to return to the previous screens and make changes if necessary.

  6. Click Finish to generate the task applet.

About Configuring Applet Methods

By default, standard applets used in a task view have restrictions on what users can do with them. An individual applet behaves differently according to whether it is used within or outside of a task. These restrictions prevent users from making changes to records and altering the record context in ways that could cause issues with the underlying task-flow logic.

You can relax these restrictions by setting the EnableStandardMethods user property. The restrictions are applied in addition to other configured restrictions on the applet, such as No Insert, No Update, and so on. These restrictions are described for each applicable applet in Table 2.

Table 2. Operation Restrictions Applied on Applets
Operation
Form
List
Pick
MVG
Association

Query

No

No

Yes

Yes

Yes

Insert

No

No

Yes

No

Yes

Delete

No

No

N/A

Yes

Yes

Update

Yes

No

Yes

No

Yes

Next Record

No

Yes

Yes

Yes

Yes

Associate

N/A

Yes

N/A

Yes

N/A

Merge

N/A

No

N/A

N/A

No

Drilldown

N/A

No

N/A

N/A

N/A

If the EnableStandardMethods user property is declared on an applet, end users can use the applet to perform the record manipulation operations within a task view that they can within an ad hoc view, such as performing queries, advancing the record pointer, editing multiple records at once and so on.

NOTE:  MergeRecords operations are not available in a list applet on a task view even if the EnableStandard Methods user property is enabled.

Siebel Business Process Framework: Task UI Guide Copyright © 2006, Oracle. All rights reserved.