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Context Pane

The context pane is a type of pane that displays in the task pane when the user uses a Siebel CRM client. Siebel CRM displays a task UI in the context pane in the context of the standard view. Siebel CRM registers each task that the context pane displays with a standard view.

Figure 8. Example of the Context Pane

Explanation of Callouts

Figure 8 illustrates how user interface elements display when Siebel CRM displays the context pane:

1. Context pane. A type of pane that Siebel CRM displays in the task pane when the user is using the standard view.
2. Context pane header. In this example, the header for the context pane is Tasks.
3. Task group. In this example, the display name for the task group is Account Tasks. The task group item is Create Account and SR. It is a link that starts the task UI when the user clicks it. For more information, see Task Group.
4. Standard view. Provides the context. The standard view lists the task UIs that Siebel CRM registers for this view and that the user can open. For example, if the context is account, then the context pane lists tasks that the user can open in the account context.

   Siebel CRM does not restrict the context pane to the context. Logically, it makes sense to organize task UIs according to the standard view context, but to also allow the user to register a task in a different context. For example, a standard view for an account context can include a task that resides in the task pane that is related to an opportunity.

How the User Can Manage the Footprint That the Task Pane Consumes

The user can do any of the following to close the task pane:

• Click the Tasks button.
• Click the Close (x) icon in the upper right corner of the action pane.

Closing the task pane can be useful when screen space is critical. The user can collapse or expand task groups to manage the footprint that the task pane consumes. If the user clicks the name of a task UI in the task pane, then Siebel CRM opens a new task instance, displays the first view in the task, and replaces the header Task at the top of the task pane with the Current Task.