Siebel Business Process Framework: Task UI Guide > Testing, Troubleshooting, Deploying, and Administering a Task UI > Administering a Task UI >

Allowing Task Transfer


Siebel CRM allows a user to transfer a task UI to another user, by default. If you configure Siebel CRM to not allow a task transfer, then it makes the owner field read-only and disables the Transfer button for the current task item that it displays in the Inbox Items List view.

To allow task transfer

  1. Log in to the Siebel client with administrator privileges.
  2. Navigate to the Administration - Application screen, and then the Tasks view.
  3. In the Registered Tasks list, choose the task UI where you must control task transfer.
  4. In the Responsibilities list, choose the responsibility where you must allow task transfer, and then make sure the Allow Transfer option includes a check mark.

    To disable task transfer, make sure the Allow Transfer option does not include a check mark.

  5. Step off the record to save your modifications.
Siebel Business Process Framework: Task UI Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.