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Verifying the Task UI


This task is a step in Example of Developing a Task UI That Assists with Adding an Account and a Service Request.

In this topic, you verify that the task UI delivers the required functionality. For more information, see Verifying Functionality of a Task UI.

To verify the task UI

  1. Log in to the Siebel client.
  2. Click the Tasks icon, and then verify that the task pane displays a task group named Account Tasks.

    To verify that Siebel CRM displays the task UI globally, click several different screen tabs, such as Home, Accounts, Contacts and Sales Orders. The Account Tasks task group must remain visible regardless of the standard view that Siebel CRM displays.

  3. In the task pane, click the following link:

    Create Account and SR

  4. Verify that the task pane displays the following chapters:
    • Enter New Account
    • Enter New SR

      The type of task pane that Siebel CRM displays varies depending on the context that the user uses to view the pane. At this point in this procedure, Siebel CRM displays the current task pane. For more information, see About the Task Pane.

  5. Verify that Siebel CRM displays the Enter Account Details view and that it correctly arranges the controls.

    The layout must be similar to the layout displayed in Figure 1.

    If the layout requires adjustment, then you can rapid prototype the layout of the applet. For more information, see Rapid Prototyping the Layout of an Applet.

  6. Verify that the following buttons are active:
    • Pause
    • Next
    • Cancel
  7. Verify that Siebel CRM disables the Previous button.
  8. Enter a value in the Account Name field and then click Next.
  9. Verify that Siebel CRM does the following:
    • Displays the Enter SR Details view
    • Automatically enters data in the Account field that includes the account name you entered in Step 8
  10. Make sure the required fields include values.
  11. Enter some text in the Summary field.
  12. Click Submit.
  13. Navigate to the My Accounts list, and then query the Account Name field for the name you entered in Step 8.
  14. Verify that Siebel CRM displays the new account.
  15. Drilldown on the Account Name field.
  16. Click the Service Requests view tab.
  17. Verify that Siebel CRM displays one new SR for the account, and that this SR includes values you entered in Step 10.
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