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Process of Creating a View That Allows a User to Transfer a Paused Task UI

To create a view that allows a user to transfer a paused task UI, perform the following tasks:

1. Creating a New Link to Support Task Transfer
2. Modifying the Business Object to Support Task Transfer
3. Creating a Standard View to Support Task Transfer
4. Modifying a Screen to Support Task Transfer

This topic describes how to configure the user interface for a custom business object to be multicall capable, which is a configuration that allows you to define a task view on a custom screen that allows the user to view a paused task for a parent record. For example, you can add a service request view that includes a parent service request applet and a child applet that includes a list of paused inbox items. This configuration allows the user to transfer a paused task to another user from a view rather than from the Inbox Items List view.

Creating a New Link to Support Task Transfer

This task is a step in Process of Creating a View That Allows a User to Transfer a Paused Task UI. It describes how to create a new link to allow for task transfer.

To create a new link to support task transfer

1. In the Object Explorer, click Link.
2. In the Links list, create a new link using values described in the following table.

   Property	Description
   Parent Business Component	Choose the business component where you must use task transfer.
   Child Business Component	Choose UInbox Item Context.
   Source Field	Choose Id.
   Destination Field	Choose Item Context Id.
   No Update	Choose TRUE.
   No Delete	Choose TRUE.
   No Insert	Choose TRUE.
   Search Specification	Enter the following code: (LookupName('WF_INST_STAT_CD', [Task Status]) = 'PAUSED' OR LookupName('WF_INST_STAT_CD', [Task Status]) = 'TRANSFERRED') AND [Item Context Object Name] = 'object_name' where: object_name is the name you use to associate the task UI. This name must match the string that you use in the definition of the task UI when you associate this task with the business object. It does not need to match the name of the business object.

   For more information, see Resuming a Paused Task UI.

3. Right-click the new link, choose Validate, and then click Start.

Modifying the Business Object to Support Task Transfer

This task is a step in Process of Creating a View That Allows a User to Transfer a Paused Task UI.

This topic describes how to modify the business object to support task transfer.

To modify the business object to support task transfer

1. In the Object Explorer, click Business Object.
2. In the Business Objects list, query the Name property for the business object where you must use task transfer.
3. In the Object Explorer, expand the Business Object tree, and then click Business Object Component.
4. In the Business Object Components list, create a new business object component using values described in the following table.

   Property	Description
   Bus Comp	Choose UInbox Item Context.
   Child Business Component	Choose the new link.

5. Right-click the business object, choose Validate, and then click Start.

Creating a Standard View to Support Task Transfer

This task is a step in Process of Creating a View That Allows a User to Transfer a Paused Task UI.

This topic describes how to create a new standard view to allow for task transfer.

To create a standard view to support task transfer

1. In Siebel Tools, choose the File menu, and then the New Object menu item.
2. In the New Object Wizards dialog box, on the General tab, choose View, and then click OK.
3. Follow the prompts in the wizard to define the new view, using values described in the following table.

   Property	Description
   Business Object	Choose the business object that you modified in the Modifying the Business Object to Support Task Transfer topic.
   View Name	Enter a descriptive name for the view. For example, ObjectName - Paused Tasks.
   Upgrade Behavior	Choose Preserve. This setting preserves this modification during an upgrade.
   Web Template	Choose a master and detail template. For example, View Basic.
   Master Applet	Choose a master applet according to the master business component that is defined.
   Child Applet	Choose Task Item Context List Applet.

4. Edit the Web layout, as necessary.
5. Right-click the new view, choose Validate, and then click Start.

Modifying a Screen to Support Task Transfer

This task is a step in Process of Creating a View That Allows a User to Transfer a Paused Task UI. This topic describes how to modify a screen to support task transfer.

To modify a screen to support task transfer

1. In the Object Explorer, click Screen.
2. In the Screens list, query the Name property for the screen where you must define the task transfer view.
3. In the Object Explorer, expand the Screen tree, and then click Screen View.
4. In the Screen Views list, add a new screen view using values described in the following table.

   Property	Description
   View	Choose the view that you modified in the Creating a Standard View to Support Task Transfer topic.
   Sequence	Define a sequence that correctly positions this view on the site map.
   Type	Choose Detail View.
   Parent Category	Choose a value.
   Viewbar Text	Define a value. For example, for a task UI, you can use the following symbolic string: SBL_TASKS-1004224752-2S0
   Menu Text	Define a value. For example, for a task UI, you can use the following symbolic string: SBL_TASKS-1004224752-2S0
   Display In Page	Choose TRUE.
   Display In Site Map	Choose TRUE.
   Upgrade Behavior	Choose Preserve. This setting preserves this modification during an upgrade.

5. In the Screen Views list, right-click the new record, choose Validate, and then click Start.
6. Compile your modifications and then deploy the task UI.
7. Make sure you can access the new view while you use the responsibilities.