Siebel Business Rules Administration Guide > Implementing Rules in Siebel Task-Based UI > Scenario for Using Rules to Provide Dynamic Navigation in a Siebel Task >

Binding Views to Task Steps


This topic is a task in the development process that is listed in Scenario for Using Rules to Provide Dynamic Navigation in a Siebel Task.

You now associate views with the steps in your task.

To bind views to the Create a Lead task

  1. In Siebel Tools, navigate to the Task object and select the Create a Lead task.
  2. Right-click on the Create a Lead task and choose Edit task flow.
  3. In the Task Editor, select and right-click the Siebel Operation step named Create new opportunity, then choose View Properties Window. Assign the following property values in the Properties window. Other values are already set or are read-only.
    Property
    Value

    Business Component

    Opportunity

    Defer Write Record

    TRUE

    Operation

    Insert

    Repeatable

    TRUE

     

    Retain Task Search

    TRUE

  4. Right-click the Task View step that is connected to and follows the Create new opportunity step, then choose Bind Task View.
  5. Select the Opportunity General Info view and click OK.
  6. Set the following property values for the Opportunity General Info step in the Properties window:
    Property
    Value

    Display Name - String Override

    Opportunity General Information

    Forward Button Type

    Next

    Disable Previous

    TRUE

  7. Repeat Step 4 through Step 6 to bind a view to each of the following Task View steps:
    Task View
    View to Bind
    Display Name - String Override
    Forward Button Type
    Disable Previous

    Task view that is the destination of the branch labeled Excellent

    Excellent Lead Info view

    Excellent Lead Information

    Submit

    FALSE

    Task view that is the destination of the branch labeled Very High

    Very High Lead Info view

    Very High Lead Information

    Submit

    FALSE

    Task view that is the destination of the branch labeled Default

    Default Lead Info view

    Default Lead Information

    Submit

    FALSE

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