1. Business Process Framework: Task UI Guide
  2. Binding a Task View to a Task View Step

Binding a Task View to a Task View Step

This task is a step in Process of Creating a Task.

You must configure Siebel CRM to bind the task view to the task view step so that it displays a task view and a task view step for the task view. For more information, see Creating a Task View Step.

To bind a task view to a task view step

  1. Open the Task Editor (see Opening the Task Editor) for the task where Siebel CRM must bind a task view.

  2. Bind a task view to a task view step as follows:

    • (Siebel Tools) Right-click the task view step, select Bind Task View and in the dialog box that opens, select a task view and then click OK.

      This dialog box lists the task views that you can define for the task. If the task view that you require is not included in the list, then click New to create a new one using the Task View Wizard.

      Note: Task Wizards and New Object Wizards are currently supported in Siebel Tools only – they are not supported in Web Tools.

    • (Web Tools) Select the task view step and in the Properties pane, select a task view from the Task View drop down list.

    The name of the view, that the task view step references, appears as the label for the task view step in the Task Editor.

  3. Define properties for the task view step.

    Some properties, such as Disable Cancel, let you specify behavior for the task playbar. The Forward Button Type property lets you specify when to save information to the Siebel database. For more information, see Task Playbar Applet.

Conditions for Binding Task Views to Task Steps

You can bind a task view to a task view step if it meets the following conditions:

  • The task view is active.

  • The task view is of type Task.

  • The task view and the task in which the task view will be used has the same Business Object. For example, if a task uses the Contact Business Object as specified by its Business Object property, then the task view that you want to use in the task view step must also use the same Contact Business Object (also specified by its Business Object property).

  • The task view has not already been bound to a different task.