Siebel Business Rules Administration Guide > Implementing Rules in Siebel Task-Based UI > Scenario for Using Rules to Provide Dynamic Navigation in a Siebel Task >

Creating the Task


This topic is a task in the development process that is listed in Scenario for Using Rules to Provide Dynamic Navigation in a Siebel Task.

To allow you to assign display names to Task objects, confirm that the following parameter is set in the [Siebel] section of \TOOLS_ROOT\bin\LANGUAGE\tools.cfg:

EnableToolsConstrain = FALSE

If either parameter is not present, add it.

In Siebel Tools, navigate to Project in the Object Explorer. Create a new project with which to associate all of the metadata artifacts. Name the project, for example Rules Call Back, and lock the project.

To create the Create a Lead task

  1. In the Siebel Tools Object Explorer select the Task Object. Right click and choose New Task Wizard. In the New Task dialog box, enter the following values and click Finish.
    Field
    Value

    Project

    Rules Call Back

    Task name

    Create a Lead

    Display name

    Create a Lead

    Business Object

    Opportunity

    Default Transient Business Component

    Leave empty

    Create as a subtask

    Unchecked

  2. In the Task Editor, model a task similar to the following.

    Note that you are simply drawing a picture at this point. You configure the metadata in subsequent steps.

    Enter names for steps and labels for connectors as shown.

    • Click on a step and enter the name of a step in the Name field of the Properties window for the step.
    • Click on a connector between steps and enter the label for the connector in the Label field of the Properties window for the connector.
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