Siebel Business Process Framework: Task UI Guide > Configuring Task UI > Configuring UI Objects Used in Tasks >

Configuring Ad-Hoc Views for Task Transfer

This topic explains how to extend the user interface configuration for business objects that are not preconfigured to be multicall enabled. This configuration allows you to add a task view to a screen that is not preconfigured with one.

The process of configuring an ad-hoc view for task transfer consists of the follow procedures:

• Create a New Link for Task Transfer
• Modify the Business Object for Task Transfer
• Create a New Ad-Hoc View for Task Transfer
• Modify the Screen for Task Transfer

After you have configured the ad-hoc view for task transfer, you must compile the configuration changes to an SRF and deploy your tasks. You must also make sure that the newly created view can be accessed by the appropriate responsibilities.

Create a New Link for Task Transfer

This procedure explains how to create a new link to allow for task transfer. It is part of the process for Configuring Ad-Hoc Views for Task Transfer.

To create a new link to allow for task transfer

1. In the Object Explorer (in Siebel Tools), click the Link object type.
2. Right-click the Links OBLE, and choose New Record from the pop-up menu.
3. For the Parent Business Component property, select the business component for which you want to enable task transfer.
4. For the Child Business Component property, select UInbox Item Context.
5. For the Source Field property, select Id.
6. For the Destination Field property, select Item Context Id.
7. Set the No Update, No Delete, No Insert properties to TRUE.
8. For the Search Specification property, enter the following expression:

   (LookupName('WF_INST_STAT_CD', [Task Status]) = 'PAUSED' OR LookupName('WF_INST_STAT_CD', [Task Status]) = 'TRANSFERRED') AND [Item Context Object Name] = 'object_name'

   Substitute object_name with the name you used to associate your tasks with (as explained in topic Associating Tasks with a Business Object Instance). This name must match the string you used in the task definition when associating the task with the business object. However, it does not necessarily need to match the business object's name.

9. After you have defined the link, right-click the new link, and choose Validate from the pop-up menu to make sure there are no configuration errors.

Modify the Business Object for Task Transfer

This procedure explains how to modify the business object to allow for task transfer. It is part of the process for Configuring Ad-Hoc Views for Task Transfer.

To modify the business object to allow for task transfer

1. In the Object Explorer (in Siebel Tools), click the Business Object object type.
2. In the Business Objects OBLE, select the business object for which you want to enable task transfer.
3. In the Object Explorer, click the Business Object Component object type.
4. Right-click the Business Object Components OBLE, and choose New Record from the pop-up menu.
5. For the Bus Comp property, select UInbox Item Context.
6. For the Link property, select the newly created link.
7. After you have modified the business object, right-click the business object, and choose Validate from the pop-up menu to make sure there are no configuration errors.

Create a New Ad-Hoc View for Task Transfer

This procedure explains how to create a new ad-hoc view to allow for task transfer. It is part of the process for Configuring Ad-Hoc Views for Task Transfer.

To define an ad-hoc view to allow for task transfer

1. Launch the New View wizard:
   1. In Siebel Tools, choose New Object from the File menu.
   2. In the New Objects Wizards dialog, select View (on the General tab), and click OK to launch the New View wizard.
2. Follow the prompts to create the new view, using the following properties:
   • Business Object. Indicates the business object modified for task transfer
   • View Name. A descriptive name for the view (for example, ObjectName - Paused Tasks)
   • Upgrade Behavior. Preserve (to preserve this modification during subsequent upgrades)
   • Web Template. An appropriate master-detail template (for example, View Basic)
   • Master Applet. An appropriate master applet based on the specified master business component.
   • Child Applet. Task Item Context List Applet
3. After you have defined the view, edit the Web Layout as necessary.
4. Right-click the new view, and choose Validate from the pop-up menu to make sure there are no configuration errors.

Modify the Screen for Task Transfer

This procedure explains how to modify the screen to allow for task transfer. It is part of the process for Configuring Ad-Hoc Views for Task Transfer.

To modify the screen to allow for task transfer

1. In the Object Explorer (in Siebel Tools), click the Screen object type.
2. In the Screens OBLE, select the screen to which you want to add the task transfer view.
3. In the Object Explorer, click the Screen View object type.
4. Right-click the Screen Views OBLE, and choose New Record from the pop-up menu.
5. For the View property, select the view you created for task transfer.
6. Specify a Sequence to appropriately position this view on the site map.
7. For the Type property, select Detail View.
8. Select an appropriate value for the Parent Category property.
9. Specify an appropriate value for the Viewbar Text and Menu Text properties. For example, you can use the symbolic string SBL_TASKS-1004224752-2S0 for Tasks.
10. Set the Display In Page and Display In Site Map properties to TRUE.
11. For the Upgrade Behavior property, select Preserve to preserve this modification during subsequent upgrades.
12. After you have modified the screen, right-click the screen, and choose Validate from the pop-up menu to make sure there are no configuration errors.