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Siebel Business Process Framework: Task UI Guide

What's New in This Release

Overview of Siebel Task UI

About Siebel Task UI

Comparison of Siebel Task UI to Other Technologies

About Task UIs That Are Predefined

Example of Examining How the Logic of a Task UI Is Implemented

About the Task Designer

Scenario for Developing a Task UI

Overview of Scenario for Developing a Task UI

Example of Developing a Task UI

Determining Improvement Requirements

Designing the Task UI

Developing the Task UI

Testing the Task UI

Implementing the Task UI

User Interface Elements of Siebel Task UI

About the Dashboard and Inbox

Persistent Dashboard

Universal Inbox

Using the Development Environment to Build a Task UI

Using the Hierarchy of the Task Object Type

Exposing Object Types That Are Used to Develop a Task UI

Using the Task Designer

Task Designer GUI

Opening the Task Designer

Adding a Step to a Task UI

About the Task Property

Task Property and the Property Set

Arguments of a Task Step

System and Custom Task Properties

How a Subtask Uses a Task Property

Viewing System Task Properties of a Task UI

Using the Tasks Object List Editor

Locating a Task UI in the Tasks Object List Editor

Using the WF/Task Editor Toolbar

Exposing the WF/Task Editor Toolbar

Revising a Task UI

Expiring a Task UI

Publishing in Local Mode

Wizards That Are Used to Build a Task UI

Defining Steps and Connectors

Overview of Step Types

Defining a Start Step

Defining a Task View Step

Controlling the Display of Step Names

Defining a Siebel Operation Step

Defining the Field Property of a Siebel Operation

Defining a Business Service Step

Defining a Decision Point

Defining a Subtask Step

Defining a Commit Step

Defining an Error Step

Defining a Custom Error Message

Defining an End Step

Defining a Connector

Defining a Branch Connector

Defining a Condition on a Branch Connector

Defining an Error Exception Connector

Defining the Arguments of a Task Step

Defining an Input Argument on a Task Step

Defining an Output Argument on a Task Step

Building a Task UI

Roadmap for Developing a Task UI

Process of Building a Task UI

Diagramming a Task UI

Defining a Task Property

Refining Your Task UI

Process of Configuring a Predefined Task UI

Activating the Task UIs and Subtasks

Adding the Product Data for the Asset to Contract Task UI

Verifying the Functionality of the Asset to Contract Task UI

Process of Defining a Custom Task UI

Preparing Siebel Tools to Define a Custom Task UI

Defining a Custom Task UI by Using the Task Wizard

Defining a Custom UI by Using the Object List Editor

Options for Building a Task UI

Starting a Task UI

Defining a Button to Start a Task UI

Defining a Menu Item to Start a Task UI

Defining an iHelp Link to Start a Task UI

Defining a Workflow Process to Start a Task UI

Defining a Script to Start a Task UI

Resuming a Paused Task UI

Defining an Association to Resume or Transfer a Paused Task UI

Process of Defining a Standard View to Transfer a Paused Task UI

Defining the Inbox Context Field

Storing Transient Data of a Task Instance

Defining the Context for the Step of a Task UI

Defining How to Handle a Task Event

Defining an Event Handler

Defining a Task Event IO Argument

Defining a Subtask

Defining UI Objects

Process of Defining UI Objects

Process of Defining a Task View

Defining a Task View

Editing the Layout of a Task View

Binding a Task View to a Task View Step

Defining a Task Group

Adding a Task Group to a View

Defining a Task Group to Appear in a Specific View

Defining a Task Group to Appear Across Views

Options for Defining UI Objects

Defining a Task Applet

Process of Defining a Task Chapter

Defining a Task Chapter

Assigning Task Steps to a Task Chapter

Deleting a Task Chapter

Defining a Radio Button Group

Defining the Default Value for a Radio Button Group

Process of Defining an Applet Message

Defining an Applet Message

Defining the Layout of the Applet Message

Process of Reusing a Standard Applet

Identifying a Standard Applet

Copying a Standard Applet

Deploying and Migrating a Task UI

Process of Deploying a Task UI

Preparing to Publish a Task UI

Publishing a Task UI

Activating a Task UI

Adding a Responsibility to a Task UI

Migrating a Task UI

Administering a Task UI

Administering Transfer of a Task UI

Controlling Transfer of a Task UI

Transferring a Task Instance in the Universal Inbox

Deactivating and Deleting a Task UI

Deactivating a Task UI That Is Deployed

Deleting a Task UI That Is Deployed

Deleting a Task Instance from the Inbox

Replicating a Task UI to the Mobile Web Client

Testing and Troubleshooting a Task UI

Process of Testing a Task UI

Validating a Task UI

Process of Using the Task Debugger

Verifying Functionality of a Task UI

Adjusting Data Collection

Using Logging on the Server

Using Logging on the Client

Collecting Timestamp Metrics of a Task UI

Collecting Property Metrics of a Task UI

Disabling Transactions of a Task UI

Troubleshooting a Task UI

Task UI Does Not Display in the Task Pane

Record Context Is Lost

Build View Errors Occur with Task UI

Troubleshooting Other Errors

Guidelines and Techniques for Developing a Task UI

Guidelines for Developing a Task UI

Guidelines for Designing the Flow of a Task UI

Guidelines for Designing a Task View

Guidelines for a Task UI That is Multilingual

Guidelines for Using a Business Service

Improving the Usability of a Task UI

Split View Technique

Optional View Technique

Mixed View Technique

Mixed Applet Technique

Business Component Method Technique

Refine Query Technique

Commit Interim Data Technique

Other Usability Techniques

Examples of Developing a Task UI

Example of Developing a Task UI That Assists with Adding an Opportunity

Defining the Task UI

Defining the Applet

Defining the Task View

Binding the Task View To the Task View Step

Controlling the Buttons of the Playbar Applet

Defining the Task Group

Publishing and Administering the Task UI

Verifying the Task UI

Example of Developing a Task UI That Assists with Adding an Opportunity and an Activity

Defining the Basic Task UI

Defining the Transient Business Component

Defining the Picklist

Defining the Task Applet

Adding the Task Applet to the View

Defining the Task View

Revising the Task UI

Defining the Condition Criteria

Publishing the Task UI

Verifying the Functionality of the Task UI

Example of Developing a Task UI That Assists with Adding an Account and a Service Request

Defining the Task UI

Defining the Applets

Defining the Task Views

Binding Task Views To Task View Steps

Controlling the Buttons of the Playbar Applet

Defining Chapters for the Task UI

Defining the Task Group

Publishing and Administering the Task UI

Verifying the Task UI

Rapid Prototyping the Layout of an Applet

Example of Developing a Task UI That Assists with Creating Multiple Opportunities

Defining the Transient Business Component

Defining the Business Service

Defining the Task UI

Defining the Task Applet

Defining the Task View

Binding the Task View To the Task View Step

Controlling the Buttons of the Playbar Applet

Defining the Task Group

Publishing and Administering the Task UI

Verifying the Task UI

Example of Developing a Task UI That Assists with Adding a Qualified Opportunity

Reference Materials for Siebel Task UI

Task Transaction

Transient Business Component

Overview of the Transient Business Component

Guidelines for Using a Transient Business Component

About the Multirecord TBC

Transferring Data with a TBC

Event Handling

Operations That Call an Event

Event Logging for Siebel Task UI

Business Component Fields That Are Available for Modification

Task Metrics

Glossary

Siebel Business Process Framework: Task UI Guide		Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Legal Notices.