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

Creating a Task Group


This topic describes how to create a task group. For more information, see Task Group.

To create a task group

  1. Make sure Siebel Tools is properly prepared to create a task group.

    For more information, see Preparing Siebel Tools to Create a Custom Task UI.

  2. In the Object Explorer, click Task Group.
  3. In the Task Groups list, add a new task group using values from the following table.
    Property
    Description

    Name

    Enter a name for the task group.

    Project

    Choose a project for the task group.

    Display Name -String Override

    Optional. Enter a value for the task group label.

    Siebel CRM displays this label in the context pane in the Siebel client. For more information, see Context Pane.

    Require Context BC

    Optional. If this task group includes a task that is context-sensitive, then make sure the Require Context BC option includes a check mark. For more information, see Using a Context Business Component with a Task Group.

  4. Make sure the task group you added in Step 3 is still chosen.
  5. In the Object Explorer, expand the Task Group tree, and then click Task Group Item.
  6. In the Task Group Items list, add a new task group item.

    Siebel CRM displays the task group items that you define in this step as a list of links under the task group label in the context pane.

  7. Define properties for the new task group item, using values from the following table.
    Property
    Description

    Type

    Choose Task.

    The value you define in the Type property determines the values that Siebel Tools displays in the Action Invoked property, so you must define the Type property first.

    Action Invoked

    Choose the task UI that you must start.

    The Action Invoked property instructs the task UI to open when the user clicks the link in the context pane. For more information, see Context Pane.

    Context Business Component

    If you placed a check mark in the Require Context BC option in Step 3, then choose a Context Business Component. Otherwise, leave this property empty.

    Sequence

    Optional. Enter a numerical value.

    The Sequence property allows you to define the order that Siebel CRM uses to display the links in the context pane. For more information, see Task Order in Task Groups.

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