Siebel Business Process Framework: Task UI Guide
What's New in This Release
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Overview of Siebel Task UI
About Siebel Task UI
Comparison of Siebel Task UI to Other Technologies
About Predefined Task UIs
Examining the Logic of a Task UI
About the Task Editor
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Scenario for Developing a Task UI
Overview of Scenario for Developing a Task UI
Example of Developing a Task UI
Determining Improvement Requirements
Designing the Task UI
Developing the Task UI
Testing the Task UI
Implementing the Task UI
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Siebel Task UI User Interface Elements
About the Task Pane
Context Pane
Current Task Pane
Task Group
Task Chapter
About the Task View
Task Applet
Task Playbar Applet
Radio Button Group
Applet Message
How Task UI Uses the Dashboard and Universal Inbox
Persistent Dashboard
Universal Inbox
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Using the Development Environment to Develop a Task UI
Displaying Object Types You Use to Develop a Task UI
Using the Task Editor
Opening the Task Editor
Adding a Step to a Task UI
About the Task Property
Task Property and the Property Set
Arguments of a Task Step
System and Custom Task Properties
How a Subtask Uses a Task Property
Viewing System Task Properties of a Task UI
Using the Tasks List
Locating a Task UI in the Tasks List
Using the WF/Task Editor Toolbar
Displaying the WF/Task Editor Toolbar
Revising a Task UI
Expiring a Task UI
Publishing in Local Mode
Wizards You Use to Create a Task UI
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Creating Steps and Connectors
Overview of Step Types
Creating a Start Step
Creating a Task View Step
Controlling the Display Name of a Step
Creating a Siebel Operation Step
Identifying the Business Component Field for a Siebel Operation Step
Creating a Business Service Step
Creating a Decision Point
Creating a Subtask Step
Creating a Commit Step
Creating an Error Step
Creating a Custom Error Message
Creating an End Step
Creating a Connector
Creating a Branch Connector
Creating a Condition on a Branch Connector
Creating an Error Exception Connector
Creating the Arguments of a Task Step
Creating an Input Argument on a Task Step
Creating an Output Argument on a Task Step
Creating a Task Property
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Developing a Task UI
Roadmap for Developing a Task UI
Process of Creating a Task UI
Preparing Siebel Tools to Create a Custom Task UI
Creating a Custom Task UI
Diagramming a Task UI
Creating a Task View
Binding a Task View to a Task View Step
Creating a Task Group
Adding a Task Group to a View
Refining a Task UI
Developing a Task UI That Uses Transient Data
Overview of Transient Data
Determining if You Must Use a Transient Business Component
Creating a Transient Business Component
Creating a Task Applet
Transferring Data with a Transient Business Component
Guidelines for Using a Transient Business Component
About the Multirecord Transient Business Component
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Examples of Developing a Task UI
Example of Modifying a Predefined Task UI
Activating the Task UIs and Subtasks
Adding the Product Data for the Asset to Contract Task
Verifying the Functionality of the Asset to Contract Task
Example of Developing a Task UI That Assists with Adding an Opportunity
Creating and Diagramming the Task UI
Creating the Applet
Creating the Task View
Binding the Task View To the Task View Step
Controlling the Buttons of the Playbar Applet
Creating the Task Group
Verifying the Task UI
Example of Developing a Task UI That Assists with Adding an Opportunity and an Activity
Creating and Diagramming the Task UI
Creating the Transient Business Component
Creating the Picklist
Creating the Task Applet
Adding the Task Applet to the View
Creating the Task View
Revising the Task UI
Creating the Condition Criteria
Verifying the Functionality of the Task UI
Example of Developing a Task UI That Assists with Adding an Account and a Service Request
Creating and Diagramming the Task UI
Creating the Applets
Creating the Task Views
Binding Task Views To Task View Steps
Controlling the Buttons of the Playbar Applet
Creating Chapters for the Task UI
Creating the Task Group
Verifying the Task UI
Rapid Prototyping the Layout of an Applet
Example of Developing a Task UI That Assists with Creating Multiple Opportunities
Creating the Transient Business Component
Creating the Business Service
Creating and Diagramming the Task UI
Creating the Task Applet
Creating the Task View
Binding the Task View to the Task View Step
Controlling the Buttons of the Playbar Applet
Creating the Task Group
Verifying the Task UI
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Testing, Troubleshooting, Deploying, and Administering a Task UI
Process of Testing a Task UI
Validating a Task UI
Using the Task Debugger
Verifying Functionality of a Task UI
Modifying How Siebel CRM Logs Data During Testing
Troubleshooting a Task UI
Task UI Does Not Display in the Task Pane
Record Context Is Lost
Build View Errors Occur with Task UI
Troubleshooting Other Errors
Deploying and Migrating a Task UI
Process of Deploying a Task UI
Migrating a Task UI
Replicating a Task UI to the Siebel Mobile Web Client
Administering a Task UI
Using the Task Instance Monitor
Using Task Reports
Allowing Task Transfer
Transferring a Task Instance
Deactivating a Deployed Task UI
Deleting a Deployed Task UI
Deleting a Task Instance From the Inbox
Removing Temporary Data After a Task UI Finishes
Configuring Siebel CRM to Resolve Task Transaction Conflicts
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Customizing Task UI
Starting a Task UI
Creating a Button to Start a Task UI
Creating a Menu Item to Start a Task UI
Creating an iHelp Link to Start a Task UI
Creating a Workflow Process to Start a Task UI
Creating a Script to Start a Task UI
Resuming a Paused Task UI
Creating an Association That Allows the User to Resume or Transfer a Paused Task UI
Process of Creating a View That Allows a User to Transfer a Paused Task UI
Modifying a Task UI to Display a Message That Is Specific to a Task Instance
Creating a Subtask
Defining the Context for a Task Step
Creating a Task Event
Creating Input Arguments and Output Arguments for a Task Event
Using a Business Service Step to Call a Workflow Process
Other Options for Customizing a Task UI
Specifying the Operations That Users Can Perform in an Applet
Creating a Task Chapter
Creating a Radio Button Group
Creating an Applet Message
Reusing a Standard Applet
Hiding the Task Pane
Enabling the Task Progress Indicator
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Guidelines and Techniques for Developing a Task UI
Guidelines for Developing a Task UI
Guidelines for Organizing the Task Flow
Guidelines for Designing Task Functionality
Guidelines for Designing User Interface Elements
Guidelines for a Multilingual Task UI
Guidelines for Using a Business Service
Techniques to Improve the Usability of a Task UI
Split View Technique
Optional View Technique
Mixed View Technique
Mixed Applet Technique
Business Component Method Technique
Refine Query Technique
Commit Interim Data Technique
Other Usability Techniques
Business Component Fields That a Task UI Can Modify
About Task Transaction
About Event Handling
Operations That Call an Event Handler
About Event Logging
About Task Metrics
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Glossary
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