Siebel Business Process Framework: Task UI Guide > Customizing Task UI > Other Options for Customizing a Task UI >

Creating a Task Chapter

This topic describes how to create a task chapter. For more information, see Task Chapter.

To create a task chapter

1. Create a task chapter:
   1. Open the task UI you must modify in the Task Editor.

      For more information, see Using the Task Editor

   2. Right-click the canvas, and then choose Show Chapters.

      Colors in the task UI steps disappear, leaving the task steps white.

   3. In the Multi Value Property Window, click the Chapters tab.
   4. Right-click in the list area of the Multi Value Property Window, and then choose New Record.
   5. Define a value in the Name property.
   6. Define a value for the Display Name - String Reference property.

      Siebel CRM displays this value as the task chapter title in the Siebel client. To display a custom value, do the following work:

      • Define a value in the Display Name - String Override property.
      • Leave the Display Name - String Reference property empty.
   7. Choose a color from the pop-up Color applet, and then click OK.
   8. Choose a Sequence.

      Siebel Tools sorts the records in the Chapters tab according to the sequence number, by default. If you define a new chapter, then Siebel Tools sets the Sequence property to the next available number in the series. For example, 10, 20, 30, and so on. If you define more chapters in a task UI, then you can insert new chapters in the sequence without having to renumber the sequence. For example, you could insert 25 between 20 and 30.

      If you define a chapter but you do not assign a task step to this chapter, then Siebel Tools creates an error when you validate the task UI.

2. Assign task steps to a task chapter:
   1. In the Task Editor, right-click a step, and then choose Assign Chapter.

      To simultaneously assign multiple steps to a chapter, you can depress the shift key as you click each step that you must include in the chapter.

   2. Choose a chapter, and then click OK.

      Siebel Tools limits the list to the task chapters that are defined in the task UI.

   3. Repeat Step a and Step b until you have assigned each step in the task UI to a chapter.

      Although using chapters is not required, if you assign one step in a task UI to a chapter, then you must assign every step in the task to a chapter.

   4. Save your work.

Deleting a Task Chapter

You can delete a task chapter.

To delete a task chapter

1. In the Multi Value Property Window, click the Chapters tab.
2. Right-click the chapter you must delete, and then choose Delete Record.

   Siebel Tools removes the chapter assignment from the applicable steps in the Chapters view. The steps remain but Siebel Tools does not assign them to a chapter.