1. Business Process Framework: Task UI Guide
  2. Creating a Siebel Operation Step

Creating a Siebel Operation Step

A Siebel operation step is a type of Task UI step that performs an operation on business component data. Example operations include Insert, Update, and Query. Siebel CRM runs a Siebel operation step, and then the Siebel Operation Object ID process property stores the ROW_ID of the record where Siebel CRM performed the operation. If the query operation returns multiple records, then the property stores an asterisk (*).

You can create a Siebel operation step for any business component that is contained in the business object that the task references. If necessary, you may need to add the business component to the business object. For more information on adding business components to business objects, see Configuring Siebel Business Applications.

Some business component fields are not available for modification. For more information, see Business Component Fields That a Task Can Modify.

To create a Siebel operation step

  1. Select the Siebel Operation step from the Palettes pane, then drag and drop it on the canvas.

    For more information, see Adding a Step to a Task.

  2. In the Properties pane:

    1. Set the Operation property.

      If configuring Siebel CRM to update or insert a field that includes dependencies, then make sure the field is valid. For example, if your task updates the area and subarea fields of a service request, then you must make sure the value that the user selects for the subarea field is valid for the area field. For more information, see Siebel Business Process Framework: Workflow Guide.

    2. In the Business Component property, select the business component where this Siebel operation step uses data.

    3. For updates or insertions, ensure that every required field is added to the Siebel operation step.

      For more information, see Identifying the Business Component Field for a Siebel Operation Step.

  3. (Optional) Create a search specification for the Siebel operation step.

    For more information, see Defining the Context for a Task Step.

  4. (Optional) In the Multi Value Property Window (MVPW) pane, add input arguments and output arguments.

    For more information, see Creating an Output Argument for a Task Step.