Contents

• Title and Copyright Information
• Preface
• 1 What’s New in This Release
  • What’s New in Siebel Business Process Framework: Task UI Guide, Siebel CRM 19.1 Update
  • What’s New in Siebel Business Process Framework: Task UI Guide, Siebel 2018
• 2 Overview of Siebel Task UI
  • Overview of Siebel Task UI
  • About Siebel Task UI
    • Comparison of Siebel Task UI to Siebel CRM UI
    • Example of a Task UI View
    • Example of a Standard View
    • Features and Benefits of Siebel Task UI
    • Comparison of Siebel Task UI to Other Technologies
      • Siebel Task UI Technology
      • Other UI Technologies
      • Comparison of Siebel Task UI to Siebel Workflow
  • About Predefined Task UIs
    • Examining the Logic of a Task UI
  • About the Task Editor
    • Example Task UI Flow in the Task Editor
      • Main Elements of the Task Editor
• 3 Scenario for Developing a Task UI
  • Scenario for Developing a Task UI
  • Overview of Scenario for Developing a Task UI
    • About Iterative Development
  • Example of Developing a Task UI
    • Determining Improvement Requirements
    • Designing the Task UI
      • Modeling the Business Process
      • Creating an Executable Workflow Process
      • Identifying the Context for the Task UI
      • Designing the Task UI
      • Refining the Task UI Design
    • Developing the Task UI
      • Creating the Task UI
      • Refining the Task UI
      • Creating the Task Group and Deploying the Task UI
      • Setting Up Access Control
    • Testing the Task UI
      • Unit Testing
      • Integration Testing
      • System Testing
    • Implementing the Task UI
• 4 Siebel Task UI User Interface Elements
  • Siebel Task UI User Interface Elements
  • About the Task Pane
    • Context Pane
      • How the User Can Manage the Footprint That the Task Pane Consumes
    • Current Task Pane
      • About Fast Backward and Fast Forward Navigation
      • About the Task Progress Indicator
    • Task Group
      • Display Name of a Task Group
      • Task Order in Task Groups
      • Using a Task Group Across Multiple Views and Applications
      • Using a Context Business Component with a Task Group
    • Task Chapter
      • Using Color with a Task Chapter
      • Contiguousness Requirements for a Task Step
      • Using Chapters with a Subtask
  • About the Task View
    • Templates That You Can Use with a Task View
    • Style Sheet for a Task UI
    • Task Applet
      • Comparison of the Task Applet to the Standard Applet
      • Operations That Siebel CRM Allows in Applets
    • Task Playbar Applet
      • Display Requirements for the Task Playbar
      • Validation with Forward Navigation in the Task Playbar
      • Backward Navigation with the Task Playbar
      • Task Pause with the Task Playbar
      • Task Cancel with the Task Playbar
    • Radio Button Group
      • Comparison of a Radio Button to a Bounded Picklist
      • Radio Buttons and Business Component Data
      • Using a Radio Button with a List of Values
    • Applet Message
  • How Task UI Uses the Dashboard and Universal Inbox
    • Persistent Dashboard
    • Universal Inbox
      • How Task UI Manages a Task Instance That Displays in the Inbox
      • How Users Can Resume a Paused Task UI from the Inbox
• 5 Using the Development Environment to Develop a Task UI
  • Using the Development Environment to Develop a Task UI
  • Displaying Object Types You Use to Develop a Task UI
  • Using the Task Editor
    • Opening the Task Editor
    • Adding a Step to a Task UI
  • About the Task Property
    • Task Property and the Property Set
      • How a Task Property Works
    • Arguments of a Task Step
      • How the Type Field Affects Other Fields in the Multi Value Property Window
    • System and Custom Task Properties
      • System Task Property
      • Custom Task Property
    • How a Subtask Uses a Task Property
      • Why Siebel CRM Passes Hierarchical Data by Reference
    • Viewing System Task Properties of a Task UI
  • Using the Tasks List
    • Locating a Task UI in the Tasks List
  • Using the WF/Task Editor Toolbar
    • Displaying the WF/Task Editor Toolbar
    • Revising a Task UI
    • Expiring a Task UI
    • Publishing in Local Mode
  • Wizards You Use to Create a Task UI
• 6 Creating Steps and Connectors
  • Creating Steps and Connectors
  • Overview of Step Types
  • Creating a Start Step
  • Creating a Task View Step
    • Drilling Down on a Task View Step
    • Disabling the Pause Button
    • Controlling the Display Name of a Step
      • Using the Display Name with a Looping Task UI
  • Creating a Siebel Operation Step
    • About the Defer Write Record Property
    • Identifying the Business Component Field for a Siebel Operation Step
  • Creating a Business Service Step
  • Creating a Decision Point
  • Creating a Subtask Step
    • Comparing a Subtask to a Subprocess
    • Characteristics of a Subtask
    • Using the Exception Branch in a Subtask
  • Creating a Commit Step
  • Creating an Error Step
    • How Siebel CRM Handles an Error While a Task UI Runs
    • How Siebel CRM Handles an Error When the User Pauses a Task UI
    • How Siebel CRM Handles an Error When the User Cancels a Task UI
    • Creating a Custom Error Message
  • Creating an End Step
  • Creating a Connector
  • Creating a Branch Connector
    • Creating a Condition on a Branch Connector
      • Creating Multiple OR Conditions
      • Branching and Parallel Processing
  • Creating an Error Exception Connector
  • Creating the Arguments of a Task Step
    • Creating an Input Argument on a Task Step
    • Creating an Output Argument on a Task Step
  • Creating a Task Property
• 7 Developing a Task UI
  • Developing a Task UI
  • Roadmap for Developing a Task UI
  • Process of Creating a Task UI
    • Preparing Siebel Tools to Create a Custom Task UI
    • Creating a Custom Task UI
      • Using the Tasks List to Create a Custom UI
      • Diagramming a Task UI
    • Creating a Task View
      • Editing the Layout of a Task View
    • Binding a Task View to a Task View Step
    • Creating a Task Group
    • Adding a Task Group to a View
      • Adding a Task Group to a View
      • Adding a Task Group to Multiple Views
    • Refining a Task UI
  • Developing a Task UI That Uses Transient Data
    • Overview of Transient Data
      • Characteristics of a Transient Business Component
      • How Siebel CRM Manages Transient Data
    • Determining if You Must Use a Transient Business Component
    • Creating a Transient Business Component
      • Setting the Type Property of a Business Component
      • Creating a Transient Business Component Manually
    • Creating a Task Applet
    • Transferring Data with a Transient Business Component
    • Guidelines for Using a Transient Business Component
      • Storing Data Temporarily While Gathering the Information Required to Create a Complete Record
      • Using a Transient Business Component in a Subtask
      • Using a Transient Business Component with a Commit Step
      • Using the Defer Write Record Property of a Siebel Operation Step Instead of a Transient Business Component
    • About the Multirecord Transient Business Component
      • Classes That Siebel CRM Uses with a Transient Business Components
• 8 Examples of Developing a Task UI
  • Examples of Developing a Task UI
  • Example of Modifying a Predefined Task UI
    • Activating the Task UIs and Subtasks
    • Adding the Product Data for the Asset to Contract Task
    • Verifying the Functionality of the Asset to Contract Task
  • Example of Developing a Task UI That Assists with Adding an Opportunity
    • Creating and Diagramming the Task UI
    • Creating the Applet
    • Creating the Task View
    • Binding the Task View To the Task View Step
    • Controlling the Buttons of the Playbar Applet
      • Disabling Backward Navigation
    • Creating the Task Group
    • Verifying the Task UI
  • Example of Developing a Task UI That Assists with Adding an Opportunity and an Activity
    • Creating and Diagramming the Task UI
    • Creating the Transient Business Component
    • Creating the Picklist
    • Creating the Task Applet
    • Adding the Task Applet to the View
    • Creating the Task View
    • Revising the Task UI
    • Creating the Condition Criteria
    • Verifying the Functionality of the Task UI
  • Example of Developing a Task UI That Assists with Adding an Account and a Service Request
    • Creating and Diagramming the Task UI
    • Creating the Applets
    • Creating the Task Views
    • Binding Task Views To Task View Steps
    • Controlling the Buttons of the Playbar Applet
    • Creating Chapters for the Task UI
    • Creating the Task Group
    • Verifying the Task UI
    • Rapid Prototyping the Layout of an Applet
  • Example of Developing a Task UI That Assists with Creating Multiple Opportunities
    • Creating the Transient Business Component
    • Creating the Business Service
    • Creating and Diagramming the Task UI
    • Creating the Task Applet
    • Creating the Task View
    • Binding the Task View to the Task View Step
    • Controlling the Buttons of the Playbar Applet
    • Creating the Task Group
    • Verifying the Task UI
• 9 Testing, Troubleshooting, Deploying, and Administering a Task UI
  • Testing, Troubleshooting, Deploying, and Administering a Task UI
  • Process of Testing a Task UI
    • Validating a Task UI
      • Errors That the Validate Tool Detects
    • Using the Task Debugger
      • Making the Debug Mode Available
      • Running the Task Debugger
    • Verifying Functionality of a Task UI
    • Modifying How Siebel CRM Logs Data During Testing
      • Using Logging on the Siebel Server
      • Setting Log Levels on the Siebel Client
      • Collecting Timestamp Metrics of a Task UI
      • Collecting Property Metrics of a Task UI
      • Disabling Task Transactions
  • Troubleshooting a Task UI
    • Task UI Does Not Display in the Task Pane
    • Record Context Is Lost
      • Inconsistent Search Specifications Across Views
      • Guidelines for Defining a Search Specification
      • Specialized Code That Starts a Task UI Might Cause a Loss of Context
    • Build View Errors Occur with Task UI
    • Troubleshooting Other Errors
  • Deploying and Migrating a Task UI
    • Process of Deploying a Task UI
      • Preparing to Publish a Task UI
      • Publishing a Task UI
      • Activating a Task UI
      • Adding a Responsibility to a Task UI
      • Publishing and Activating a Task UI in Siebel Tools
    • Migrating a Task UI
      • Comparison of Migration Options
    • Replicating a Task UI to the Siebel Mobile Web Client
      • How Siebel CRM Runs a Task UI Across Nodes
      • Setting Synchronization Interval for a Task UI
  • Administering a Task UI
    • Using the Task Instance Monitor
      • Monitoring Levels of the Task Instance Monitor
      • Fields That Siebel CRM Displays in the Task Instance Monitor
    • Using Task Reports
    • Allowing Task Transfer
    • Transferring a Task Instance
    • Deactivating a Deployed Task UI
    • Deleting a Deployed Task UI
    • Deleting a Task Instance From the Inbox
    • Removing Temporary Data After a Task UI Finishes
    • Configuring Siebel CRM to Resolve Task Transaction Conflicts
      • Configuring Siebel CRM to Resolve Duplicate Conflicts
      • Configuring Siebel CRM to Resolve Update and Delete Conflicts
• 10 Customizing Task UI
  • Customizing Task UI
  • Starting a Task UI
    • Creating a Button to Start a Task UI
    • Creating a Menu Item to Start a Task UI
    • Creating an iHelp Link to Start a Task UI
    • Creating a Workflow Process to Start a Task UI
    • Creating a Script to Start a Task UI
      • Example of a Client Script
      • Example of a Server Script
  • Resuming a Paused Task UI
    • Creating an Association That Allows the User to Resume or Transfer a Paused Task UI
      • Locating the Business Service Step in the Task UI
      • Limitations of Associating a Task UI with a Long-Running Workflow Process
    • Process of Creating a View That Allows a User to Transfer a Paused Task UI
      • Creating a New Link to Support Task Transfer
      • Modifying the Business Object to Support Task Transfer
      • Creating a Standard View to Support Task Transfer
      • Modifying a Screen to Support Task Transfer
    • Modifying a Task UI to Display a Message That Is Specific to a Task Instance
  • Creating a Subtask
  • Defining the Context for a Task Step
    • Example of Defining the Context for the Step of a Task UI
    • How Siebel CRM Uses a Filter Business Component
  • Creating a Task Event
    • Specifying a Business Service or a Workflow Process to Handle a Task Event
    • Creating Input Arguments and Output Arguments for a Task Event
      • Creating an Input Argument for a Task Event
      • Creating an Output Argument for a Task Event
  • Using a Business Service Step to Call a Workflow Process
  • Other Options for Customizing a Task UI
    • Specifying the Operations That Users Can Perform in an Applet
    • Creating a Task Chapter
      • Deleting a Task Chapter
    • Creating a Radio Button Group
      • Defining the Default Value for a Radio Button Group
    • Creating an Applet Message
      • Defining the Layout of the Applet Message
    • Reusing a Standard Applet
    • Hiding the Task Pane
    • Enabling the Task Progress Indicator
• 11 Guidelines and Techniques for Developing a Task UI
  • Guidelines and Techniques for Developing a Task UI
  • Guidelines for Developing a Task UI
    • Guidelines for Organizing the Task Flow
    • Guidelines for Designing Task Functionality
      • Guidelines for Using a Script to Start a Task UI
    • Guidelines for Designing User Interface Elements
      • Guidelines for Designing a Task View
      • Guidelines for Using a Form Applet and a List Applet
      • Guidelines for Reusing Views and Applets
      • Guidelines for Designing Buttons and Menus
      • Guidelines for Using the Default Focus
      • Guidelines for Designing the Structure and Content of a Page
      • Guidelines for User Interface Styles to Avoid
    • Guidelines for a Multilingual Task UI
      • About Literal Values in a Multilingual Environment
    • Guidelines for Using a Business Service
      • Using Script with a Business Service
  • Techniques to Improve the Usability of a Task UI
    • Split View Technique
      • Example of the Split View Technique
    • Optional View Technique
      • Using the Optional View Technique
      • Example of the Optional View Technique
    • Mixed View Technique
      • Example of the Mixed View Technique
    • Mixed Applet Technique
      • Example of the Mixed Applet Technique
    • Business Component Method Technique
      • Using the Business Component Method Technique
      • Example of the Business Component Method Technique
    • Refine Query Technique
      • Example of the Refine Query Technique
    • Commit Interim Data Technique
      • Using the Commit Interim Data Technique
      • Example of the Commit Interim Data Technique
    • Other Usability Techniques
• 12 Reference Materials for Siebel Task UI
  • Reference Materials for Siebel Task UI
  • Business Component Fields That a Task UI Can Modify
    • Updating a Field That Uses a Multi Value Group
  • About Task Transaction
    • Atomicity
    • Isolation
    • Transparent Storage
    • Transparent Data Retrieval
    • Sharable Temporary Data
    • Task Transaction and Task Instance
  • About Event Handling
    • How Siebel CRM Handles an Event That Occurs in a Subtask
    • Operations That Call an Event Handler
      • Pause Operation
      • Resume Operation
      • Cancel Operation
      • Delete Operation
      • Complete Operation
      • PostComplete Operation
  • About Event Logging
  • About Task Metrics
    • Timestamp Metrics
    • Property Metrics
• Glossary