Siebel Business Process Framework: Task UI Guide > Creating Steps and Connectors >

Creating a Task View Step

A task view step is a type of task UI step that displays a task view in the Siebel client. The task view step allows you to map a business process to the user interface. Several properties on the task view step, such as Disable Cancel, allow you to specify behavior of the task playbar and control how Siebel CRM saves information to the Siebel database. For more information, see About the Task View.

To create a task view step

1. Add a task view step to a task UI.

   For more information, see Adding a Step to a Task UI.

2. Choose the task view step you added in Step 1.
3. In the Properties Window, set the Task View property.

   Siebel Tools binds the task view step to a task view. You can double-click the task view step to view and edit the task view. For more information, see Drilling Down on a Task View Step.

   You must create the applets and view before you can do Step 3. If you do not do this, then Siebel Tools does not display any values in the Task View property.

4. Set the following properties:
   • Disable Cancel
   • Disable Pause
   • Disable Previous

     You can set the disable property for the button to TRUE to disable a navigation button. For example, to disable the Cancel button, set the Disable Cancel property to TRUE.

5. Set the following properties:
   1. Display Name
   2. Display Name Type

      Display Name Type controls how Siebel CRM displays the task step of the current task pane. Siebel CRM uses it and the Display Name property. For more information, see Controlling the Display Name of a Step.

6. Set the Forward Button Type property.

   For more information, see Validation with Forward Navigation in the Task Playbar.

7. Set the following properties:
   • Retain Applet SearchSpec
   • Retain Task SearchSpec
   • Retain User SearchSpec

     Search specifications affect how Siebel CRM preserves the business component state across task views. For more information, see Record Context Is Lost and Siebel Object Types Reference.

8. Optional. Set the Task Step Context property.

   The Task Step Context property defines the search specification that Siebel CRM uses to filter data for the view step. For more information, see Defining the Context for a Task Step.

9. Optional. If you create the task step context, then you can add output arguments, as required.

   The task view step does not return an output argument. You can use the Output Arguments tab in the Multi Value Property Window to update a task property. For example, you can copy data that the user enters in a business component field to a task property. For more information, see How the Type Field Affects Other Fields in the Multi Value Property Window.

10. Choose the File menu, and then choose the Save menu item.

Drilling Down on a Task View Step

You configure Siebel CRM to bind the task view step to a task view. You can then double-click the task view step in the Task Editor, and then Siebel Tools displays the Task View UI editor that displays the view that it binds to the task view step. The Task View UI editor displays an approximation of how Siebel CRM renders the view at run time.

Disabling the Pause Button

You can set the Disable Pause property on the task view step to TRUE to disable the Pause button on the playbar. Disabling the pause button does not prevent implicit pause, but you can use it to provide a hint to the user that pausing is not recommended. For example, in a summary view. For more information, see Task Pause with the Task Playbar.