Commit Interim Data Technique

A task might require a long time to finish but the business requirement dictates that data that the task updated be visible to other users as soon as possible. The following procedure shows how to use the commit interim data technique.

To use the commit interim data technique

1. Open the Task Editor (see Opening the Task Editor) for the task you want to modify.

2. Add a view step that reviews data that the user enters in the task.

3. At the point in the task where data that the user entered must become visible to other users, set the Forward Button Type property to Submit.

   For more information, see Task Playbar Validation with Forward Navigation.

4. Add a commit step immediately downstream of the view step you added previously.

Example of the Commit Interim Data Technique

In the predefined Field Activity Main Task task, if the user updates the Status field, then Siebel CRM saves it to the Siebel database so that other users can view it, regardless of whether or not the task instance finishes. The following logic is involved in this example:

1. A Siebel operation step updates the activity status.

2. A task view step includes a Submit button. This task view step is immediately downstream of the Siebel operation step described in Step 1.

3. A commit step saves data to the Siebel database. This commit step is immediately downstream of the step described in Step 2.

This behavior makes sure the user understands that Siebel CRM saves the modifications, and allows the user to step back through the task and choose a different status before committing modifications that are visible to other users.