Siebel Business Process Framework: Task UI Guide > Examples of Developing a Task UI > Example of Developing a Task UI That Assists with Adding an Account and a Service Request >

Creating the Task Group


This task is a step in Example of Developing a Task UI That Assists with Adding an Account and a Service Request.

In this topic, you create a task group for the Create New Account task UI. The task group is a required UI element that specifies the group to display in the task pane when Siebel CRM displays the current view. For more information, see Task Group.

To create the task group

  1. Create the task groups:
    1. Create a new task group using values from the following table.
      Property
      Value

      Name

      Account Tasks

      Project

      Account Task UI

      Display Name - String Override

      Account Tasks

    2. Create a new task group item using values from the following table.
      Property
      Value

      Action Invoked

      Create Account and SR

      Type

      Task

      Sequence

      1

      For more information, see Creating a Task Group.

  2. Define the task group to display across views.

    Choose Account Tasks from the Task Groups pop-up applet when you define the Task Group property in the View Task Groups list, and then define the property described in the following table.

    Property
    Value

    Sequence

    2

    For more information, see Adding a Task Group to Multiple Views.

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