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Siebel Business Process Framework: Task UI Guide > Customizing Task UI > Resuming a Paused Task UI > Creating an Association That Allows the User to Resume or Transfer a Paused Task UIThis topic describes how to configure a task instance to reference a business component instance. A user can pause a task UI. The same or another user can resume the task at a later time, retaining the task state. You can configure a task to reference a business object instance so that Siebel CRM can transfer a paused task between users. For example, assume you are a customer service representative (CSR) in a 100 person IT contact center for a computer manufacturer. The primary business process you perform, diagnosing problems with IT computer systems, beings with a task UI that requires complex information from a customer. Occasionally, the customer might call you back with diagnostic information that requires you to pause the task. Another CSR might answer the phone when the customer calls, so this CSR must access the paused task. The CSR must look up the customer and view a list of the task UIs that are open for the CSR when the call comes in, regardless of who started or paused that task. The CSR must take ownership of the paused task and resume it. To use this pause and transfer functionality, you must associate the task with a business object instance so that Siebel CRM can retain the current task state. To create an association to resume or transfer a paused task UI
Locating the Business Service Step in the Task UIThe task UI must call the Associate method of the Task Administration business service as early as possible in the task flow. The configuration varies depending on the following:
Limitations of Associating a Task UI with a Long-Running Workflow ProcessIf a long-running workflow process creates a task UI but never starts it, then Siebel CRM cannot associate this task UI with a business object. To avoid this situation, you must configure Siebel CRM to start the task manually or automatically. |
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