About the Task View

A task view is a type of view that can include applets and task applets. You use task views to view application data that the task displays, and to input data. The task view includes a playbar applet with buttons (such as Next and Previous) which you can use to navigate through the task in a stepwise, guided fashion. A task view can include optional elements to improve usability. The task view is a required element. To view an example of a task view, see Current Task Pane.

The following categories describe the more common task views:

• User decision or user choice. A view where the user chooses from a set of options that determine how the task proceeds.

• Single object data entry. A form view that includes a built-in new record.

• Multiple object data entry. A list view that includes a New button.

• Task review. A view that displays data that the user entered so far in the task instance, with options for modification.

• Summary view. A view that Siebel CRM displays at the conclusion of a task.

For more information, see the following topics:

• Task Applet

• Task Playbar Applet

• Radio Button Group

• Applet Message

• Creating a Task View Step

• Creating a Task View

• Guidelines for Designing User Interface Elements

Templates You Can Use with a Task View

You can use a predefined web template that the IsInTask clause modifies. You do this configuration when you define a task view. This web template controls behavior that is specific to a task view. The web template doesn’t display any of the following items:

• Applet title

• Applet menu

• Screen menu

• Thread applet

• Thread field

• Thread title

Each task view includes a title that indicates to the user that the view is not a standard view.

A task does not require a specialized task view template. You typically use the following templates for a task view:

• View Detail (Parent with Pointer). Use this template for your base task view. Use this template to configure your task and place applets side by side to provide a more structured view.

• View 1 Over 2 Over 1

Task Style Sheet

You can use the theme-xxx.css style sheet (for example theme-aurora.css, theme-redwood.css, and so on) to define the look and feel of a task. If you modify the style sheet, then Siebel CRM applies these modifications globally to all your tasks.