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Siebel Business Process Framework: Task UI Guide > Developing a Task UI > Process of Creating a Task UI >

Creating a Task View

This topic describes how to create a task view. It is strongly recommended that you use the Task View Wizard to create a task view. For more information, see the following topics:

To create a task view

  1. Make sure the following items that the task view references exist:
    • Standard applets.
    • Task applets.
    • Transient business components. For more information, see Overview of Transient Data.

      These objects must exist before you use the Task View Wizard.

  2. In Siebel Tools, choose the File menu, and then the New Object menu item.
  3. Click the Task tab, click the Task View icon, and then click OK.
  4. In the Task View Wizard, in the New View dialog box, define the following items:
    • Project name
    • View name
    • View title
    • Business object of the view
    • Upgrade behavior

      Siebel Tools uses the value you enter in the View Name to enter data in the Name property of the task view. At run time, Siebel CRM displays the value you enter for the view title in the Siebel client.

  5. Click Next.
  6. In the View Web Layout - Select Template dialog box, choose a Web template for your view, and then click Next.
  7. In the Web Layout - Applets dialog box, choose the applets that display in the task view, and then click Next.

    This dialog box lists predefined applets. You can choose task applets in a subsequent dialog box.

  8. In the Task View - Pick Task dialog box, do one of the following:
    • Click Yes to specify a task applet.
    • Click No if you do not need to specify a task applet.

      This dialog box allows you to define a task applet for this view. If you click Yes, then you must create the task applet before you use this wizard. For more information, see Overview of Transient Data and Task Applet.

  9. Click Next.
  10. If you clicked No in Step 8, then go to Step 13.
  11. In the Task View - Select Task dialog box, click the task UI where Siebel CRM must display the task view, and then click Next.
  12. In the Task View - Task Applets dialog box, choose applets that Siebel CRM must display in the task view, and then click Next.
  13. In the Task View - Select Playbar Applet dialog box, choose the playbar applet that displays at the top and the bottom of your view, and then click Next.

    It is recommended that you include only one playbar applet to improve usability. If you use only one playbar, then leave one of the windows in this dialog box empty.

    You must use at least one playbar applet in a task view.

    For more information, see Task Playbar Applet.

  14. In the Finish dialog box, click Finish.

    Siebel Tools opens the new view in the Web Layout Editor. The Finish dialog box displays the properties that Siebel Tools uses to create the new view.

  15. If you set the Business Object property of the task view to Account, Contact, or Opportunity, then set the Visibility Applet Type property of the task view to All.

    For more information, see Creating a Task View for Accounts, Contacts, or Opportunities.

  16. Edit the layout of the task view.

    For more information, see Editing the Layout of a Task View.

Creating a Task View for Accounts, Contacts, or Opportunities

Siebel CRM denormalizes some business component data in intersection tables so that all the columns that it requires to do sort or search operations reside on a single table. This design is preferable to using columns that reside in the base table and in the intersection tables for performance reasons. A view that includes the Visibility Applet Type set to All does not require an intersection table to determine record visibility. For example, opportunities use the intersection tables for organizations.

To create a task view for accounts, contacts, or opportunities

  • If you set the Business Object property of a task view to Account, Contact, or Opportunity, then set the Visibility Applet Type property of this view to All.

Editing the Layout of a Task View

The Web Layout Editor allows you to edit the mapping that Siebel Tools uses between applets that exist in the view and placeholders that exist in the template.

To edit the layout of a task view

  1. In Siebel Tools, in the Object Explorer, click View.
  2. In the Views list, query the Name property for the view you must modify.
  3. In the Views list, right-click the view you located in Step 2, and then choose Edit Web Layout.
  4. Preview the view:
    1. Right-click in the Web Layout Editor, and then choose Preview.

      Siebel Tools displays the view in a preview mode that is similar to the way Siebel CRM renders it at run time in the Siebel client.

    2. To return to editing mode, right-click in the Web Layout Editor, and then choose Preview.
  5. Modify the applet sequence, as necessary:
    1. In the Object Explorer, expand the View tree, and then click View Web Template.
    2. Choose a row in the Web Templates list.
    3. In the Object Explorer, expand the View Web Template tree, and then click View Web Template Item.
    4. To define the sequence for each item, in the View Web Template Items list, use the Item Identifier property.
  6. Modify the applet mode, as necessary:
    1. In the Object Explorer, click View Web Template.
    2. In the Web Templates list, choose a row.
    3. In the Object Explorer, click View Web Template Item.
    4. In the View Web Template Items list, use the Applet Mode property to define the applet mode for each item.

For more information about:

  • Using the Web Layout Editor, see the topic on creating screens and views in Configuring Siebel Business Applications.
  • Using an external editor to modify the Web template file, see Using Siebel Tools.
    
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