7Task UI Flows
Task UI Flows
This chapter describes operations that you can perform with the Task UI. It contains the following topics:
About the Task UI
Your Siebel application includes several Task UI flows to streamline the process of performing selected activities. These repeatable procedures automatically convey you through a series of screens and views, where you can enter records with fewer decisions and keystrokes than by manually navigating through the individual screens and views.
To enable a Task UI flow to run, you must activate the corresponding object in Siebel Tools. You can customize a Task UI flow so that it runs according to the specific requirements of your company. For information about activating and customizing Task UI flows, see Siebel Business Process Framework: Task UI Guide.
Creating a New Promotion Group Instance
This topic describes how to create a promotion group instance for an account with the New Promotion Group Task UI. It covers the following information:
About Creating a Promotion Group Instance with the Task UI
A promotion group is an offering that groups existing contracts, assets, or services for shared benefits. A promotion group definition acts as the template from which specific promotion groups are generated. Thus, a promotion group is a specific instance of a promotion group definition.
A promotion group membership identifies the subscription of a specific asset to a promotion group. Promotion group memberships are generated from a membership definition, which defines a type of customer asset that can or must be a member of a promotion group. One or more membership definitions can be associated with a promotion group definition. A membership domain defines the products and services that can be associated with a membership.
A promotion group reward is a product or promotion that conveys a benefit to promotion group subscribers. Promotion group rewards are generated from a reward definition, which is a type of product or promotion that is associated with a promotion group definition as a reward. One or more reward definitions can be associated with a promotion group definition.
A promotion group subscriber is a person or entity that owns or controls one or more assets (members) of the promotion group. The subscriber that controls all the assets of a promotion group is known as the promotion group owner.
Your Siebel application provides a seeded Task-based User Interface to create a new promotion group from a promotion group definition and subscribe members to that promotion group by associating existing assets with the promotion group memberships. For more information about promotion groups and their components, see About Promotion Groups.
To enable users to run the New Promotion Group Task UI, you must activate the ISS Promotion Group Create Order task in Siebel Tools. For information about working with objects in Siebel Tools, see Using Siebel Tools.
Scenario for Creating a Promotion Group Instance with the Task UI
This topic gives one example of how to create a new promotion group for an account with the Task UI application. You might create a promotion group with the Task UI application differently, depending on your business model.
A service representative receives a call from an existing customer who wants to save on monthly charges by grouping the various services and assets that he has ordered over time. The service representative uses the Task UI application to qualify the customer for a promotion group offered by her company by clicking New Promotion Group in the Task UI pane.
In the New Promotion Group Task UI, the service representative first selects a promotion group definition that matches the caller’s mix of services and assets and offers appropriate rewards. She generates a promotion group instance from the definition. Next, the service representative associates the existing assets of the caller account with the default (required) memberships of the promotion group. She then associates other existing assets of the caller account with the optional memberships allowed by the promotion group.
Lastly, the service representative submits an order for the new promotion group, with its memberships and rewards constituting the line items of the order.
Creating a Promotion Group Instance with the Task UI
The New Promotion Group Task UI guides you through the process of creating a new promotion group for a caller and selecting existing assets to associate with the promotion group memberships. Cues on the Task UI screens suggest questions to ask the caller while you are creating the promotion group and selecting the assets. To create a promotion group and associated assets with the New Promotion Group Task UI, follow this procedure.
To create a promotion group instance with the Task UI
Access the New Promotion Group Task UI by performing these steps:
Navigate to the Accounts screen, then the Account List view.
Click the Tasks icon.
In the Tasks pane, click the New Promotion Group Task UI link.
The New Promotion Group Task UI is started and the Select Promotion Group view appears. This view enables users to select a promotion group definition from which to create a new promotion group instance.
In the Select Promotion Group view, perform the following actions:
In the Promotion Groups list, view the promotion group definitions to determine which one to use to create the new promotion group instance.
The Promotion Group Definition list displays the membership definitions and reward definitions that are associated with each selected promotion group definition.
When a membership definition is selected in Promotion Group Definition list, the Membership Domain list displays the products that are eligible to be defined for the selected membership. When a reward definition is selected in the Promotion Group Definition list, the Membership Domain list is empty.
In the Promotion Groups list, select the promotion group definition from which to create the new promotion group instance.
Click Next.
A new promotion group instance is created from the selected promotion group definition. The Add Default Members view appears. This view enables users to associate existing assets with the default memberships of the promotion group.
In the Add Default Members view, the Promotion Group list displays the default memberships and reward products of the new promotion group instance that has been created from the promotion group definition.
Note: On any screen of the Task UI, you can stop the operation and return later to complete it. For more information, see Resuming a Paused Task UI Operation.In the Add Default Members view, perform the following actions:
In the Account field, select an account with which to associate the promotion group, and click Go.
The Assets list is populated with the assets that are owned by the selected account and that match the membership domain of the membership selected in the Promotion Group list. An exclamation point (!) in each row signifies that the membership has not yet been linked to an asset.
Select a membership in the Promotion Group list, select an asset in the Assets list to link with that membership, and click Associate.
When the selected membership is associated with an asset, that membership becomes a member of the promotion group and appears in the Members list. The exclamation point (!) for the membership in the Promotion Group list that has been associated with an asset disappears.
Repeat Step b for each membership in the Promotion Group list from which you want to create a member.
Click Next.
The Add Optional Members view appears. This view enables users to add additional, optional memberships and associate them with existing assets.
In the Add Optional Members view, the Promotion Group Definition list displays the content of the promotion group instance, in other words, its list of memberships and reward products, along with the cardinality information for each item. Some fields are displayed in the following table.
Field Comments Min
Minimum number of associated memberships that the customer must buy to qualify for this promotion.
Max
Maximum number of associated memberships that the customer can buy to get the discount for this promotion.
#
Quantity of memberships included in the promotion group. Initially, this number is the default quantity from the promotion group definition.
At this stage, the Members list contains all the mandatory members that you added in Step 3.
In the Add Optional Members view, perform the following actions:
To create an additional membership and associate it with an existing asset, select a membership in the Promotion Group Definition list, select an asset in the Assets list to link with that membership, and click Associate.
The selected membership becomes an additional member of the promotion group and appears in the Members list. The quantity of the membership in the Promotion Group Definition list is incremented by 1.
Repeat Step a for each membership in the Promotion Group Definition list from which you want to create an optional member.
Click Next.
The Submit Order view appears.
In the Submit Order view, perform the following actions:
In the Account Information form, view the information about the account you selected when creating the promotion group.
In the Order list, view the order lines generated as a result of creating the promotion group, its product rewards, its memberships, and the associated assets for those memberships.
If an error appears in the account information or the order lines, then click Previous one or more times to go back to the appropriate view, correct the error, and then click Next one or more times to return to this view.
Click Next.
The order for the new promotion group is submitted.
Resuming a Paused Task UI Operation
On any Task UI screen, you can stop the operation that you are working on and return later to complete it.
To resume a paused Task UI operation
On any view of a Task UI operation that you want to save and exit before it is completed, click Pause.
Your Siebel application saves the incomplete operation to your Inbox.
When you are ready to continue the operation, navigate to the Inbox screen, then the Inbox Items List view.
In the Inbox Items list, find the Task UI operation that you want to resume, and click the link in the Name field.
The Task UI view where you paused is redisplayed. The data that you entered and the objects that you created previously are saved intact.
Continue the Task UI operation where it was paused before.