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Binding a Task View to a Task View Step


You must configure Siebel CRM to bind the task view to the task view step so that it displays a task view and a task view step for this task view. For more information, see Creating a Task View Step.

To bind a task view to a task view step

  1. Open the Task Editor for the task UI where Siebel CRM must bind a task view.

    For more information, see Using the Task Editor.

  2. Right-click the task view step where Siebel CRM must bind a task view, and then choose Bind Task View.
  3. In the following dialog box, choose a task view, and then click OK:

    Please Bind a Task View From the Following List

    This dialog box lists the task views that you define for the task UI. If it does not list the task view that you require, then you can click New to create a new one. If you click New, then the New Task View Wizard starts.

    If you click OK, then Siebel Tools displays the name of the view that the task view step references. It displays this name as the label for the task view step in the Task Editor.

  4. Define properties for the task view step.

    Some properties on the task view step, such as Disable Cancel, allow you to specify behavior of the task playbar. The Forward Button Type property allows you to specify when Siebel CRM saves information to the Siebel database. For more information, see Task Playbar Applet.

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