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About the Task View

This topic describes the task view. It includes the following topics:

• Task Applet
• Task Playbar Applet
• Radio Button Group
• Applet Message

A task view is a type of view that can include Siebel CRM applets and task applets that allow the user to view application data that the task UI displays, and to allow user input. The task view includes a playbar applet that includes buttons, such as Next and Previous. These buttons allow the user to proceed through the task in a stepwise, guided fashion. A task view can include optional elements to improve usability, such as a radio button group or applet message. The task view is a required element. To view an example of a task view, see Figure 9.

The following categories describe the more common task views:

• User decision or user choice. A view where the user chooses from a set of options that determine how the task UI proceeds.
• Single object data entry. A form view that includes a built in new record.
• Multiple object data entry. A list view that includes a New button.
• Task review. A view that displays data that the user entered so far in the task instance, with options for modification.
• Summary view. A view that Siebel CRM displays at the conclusion of a task UI.

For more information, see the following topics:

• Creating a Task View Step
• Creating a Task View
• Guidelines for Designing User Interface Elements

Templates That You Can Use with a Task View

You can use a predefined web template that the IsInTask clause modifies. You do this configuration when you define a task view. This web template controls behavior that is specific to a task view. The web template does not display any of the following items:

• Applet title
• Applet menu
• Screen menu
• Thread applet
• Thread field
• Thread title

Each task view includes a title in the top left corner that indicates to the user that the view is not a standard view.

A task UI does not require a specialized task view template. You typically use the following templates for a task view:

• View Detail (Parent with Pointer)

  You can use this template for your base task view. It allows you to customize your task UI and to place applets side-by-side to provide the user a more structured view.

• View 1 Over 2 Over 1

Style Sheet for a Task UI

You can use the main_task.css style sheet to define the look and feel of a task UI. If you modify the style sheet, then Siebel CRM applies these modifications globally to all your tasks.