Using Siebel Tools > Using Siebel Tools > Using Editors in Siebel Tools >

Using an Editor That Includes a Canvas

A canvas is a background that appears in different designers. It includes a work area that allows you to drag, and then drop objects. For example, the Task Designer allows you to drag a Siebel Operation step from the Palette window, and then drop it on the canvas. The canvas also indicates whether or not you can edit an object.

The example in this topic uses the canvas that appears in the Task Designer for the FS Asset To Contract Task.

To use an editor that includes a canvas

1. In the Object Explorer, click Task.
2. In the Tasks list, locate the FS Asset To Contract Task.

   Siebel Tools displays two records for the FS Asset To Contract Task. For more information, see How Siebel Tools Displays Object Types and Object Definitions.

3. Use multiselect to choose both records in the Tasks list.

   For more information, see Choosing More Than One Record in the Object List Editor.

4. Right-click the tasks that you chose in Step 3, and then click Lock Object.

   For more information, see Locking an Object in the Local Repository.

5. Use the canvas for an object that you can edit:
   1. Right-click the task that includes In Progress in the Status property, and then click Edit Task Flow.

      Siebel Tools displays the canvas as a white grid. A white grid indicates that you can edit the task. It displays task objects on top of this grid.

   2. To verify that you can edit the task, do the following:
      • Drag a Siebel Operation step from the Palette window to the canvas. For more information, see Using the Palettes Window.
      • Move an existing object.
   3. Click the File menu, and then click Close.
   4. In the Confirm dialog box, click No.
6. Use the canvas for an object that you cannot edit:
   1. Right-click the task that includes Completed in the Status property, and then click Edit Task Flow.

      Siebel Tools displays the canvas as a solid white background with no grid. This solid white background indicates that you cannot edit the task. Some editors, such as the Workflow Process Designer, use a pale yellow canvas to indicate that you cannot edit the object.

   2. To verify that you cannot edit the task, do the following:
      • Attempt to drag a Siebel Operation step from the Palette window to the canvas.
      • Attempt to move an existing object.
   3. Click the File menu, and then click Close.
7. Right-click the tasks that you chose in Step 3, and then click Unlock Object.

Choosing More Than One Record in the Object List Editor

You can use multiselect to choose more than one record in the Object List Editor.

To choose more than one record in the Object List Editor

• Do one of the following:
  • To choose records that are not consecutive, hold down the CTRL key while you click each record.
  • To choose multiple records that are consecutive, click a record, hold down the SHIFT key, and then click another record.

Editors That Include a Canvas

Table 4 describes the editors that include a canvas. You can use these editors with the Palettes Window