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Using the Tasks List

You can use the Tasks list in Siebel Tools to create a task UI. You can right-click the task in the Tasks list to display a menu that allows you to work on this task. Table 11 describes some of the items that this menu contains.

Table 11. Some Menu Items That the Right-Click Menu Displays in the Tasks List
Menu Item
Description

New Record

Creates a new object definition for a task UI. For more information, see Using the Tasks List to Create a Custom UI.

Delete Record

Deletes a task UI. If the status for a task UI is Completed, then you cannot delete it. You can do the following work to delete a completed task:

  • Click Expire in the WF/Task Editor toolbar. This command modifies the Status property for the task to Not In Use.
  • Delete the task.

Copy Record

Copies a task UI. Does a cascade copy of an existing task UI. A cascade copy copies the object definition for the task UI and the object definitions of the child objects of this task UI. You must rename the new copy immediately after the cascade copy finishes to make sure the new copy is unique.

Add to Archive

Archives a task UI in a SIF file. For more information, see the topics about working with archive files in Using Siebel Tools.

Validate

Validates a task UI. For more information, see Validating a Task UI.

Edit Task Flow

Opens the Task Editor for a task UI. For more information, see Using the Task Editor.

Reset Version

Resets the version number of a task UI to 0. You can reset the version only if the original version 0 of the task UI no longer exists in the SRF (Siebel Repository File).

    
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