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

Creating Business Component and Task Group Definitions


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.

No new Transient Business Components are required for this task, and the task leverages the Opportunity business object and the Opportunity business component.

You must create a task group to define the views in which the Create a Lead task is available.

To create the task group to support invoking this task from the required opportunity-based views

  1. Navigate to the Task Group object in the Object Explorer.

    If the Task Group object is not displayed, then choose View > Options > Object Explorer and select Task Group.

  2. Create a new Task Group record with the following properties:

    Name = Lead Tasks

    Project = Rules Call Back

    Display Name String Override = Lead Tasks

  3. Expand the Task Group object in the Object Explorer and select Task Group Item.
  4. Create a new Task Group Item record with the following field values in the new task group:

    Action Invoked = Create a Lead

    Type = Task

    Sequence = 1

  5. Navigate to the View object in the Object Explorer. Expand the View object to display View Task Group.

    If the View Task Group object is not displayed, then choose View > Options > Object Explorer and select View Task Group.

  6. For each of the following views, add Lead Tasks as a view task group with Sequence = 1.

    You may first have to lock each view object or lock its project.

    • Opportunity List View
    • Manager's Opportunity List View
    • All Opportunity List View
    • All Opportunities across My Organizations
    • All Opportunities across Organizations
  7. Compile all locked projects and locked objects.
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