1. Business Process Framework: Task UI Guide
  2. Creating a Task Applet

Creating a Task Applet

If your task does not involve transient data, then you can use a standard applet. For more information, see Task Applet.

If your task requires a task applet, then you can create it before you create the task view. For more information, see Creating a Task View. For an example of creating a task applet, see Creating the Task Applet.

To create a task applet

  1. Make sure that the following objects exist before you create the task applet:

    • The object definition of the task

    • The transient business component that the task applet references

  2. Start the New Object Wizards (click the magic wand icon), go to the Task tab and create either a new Task Form Applet or Task List Applet.

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

  3. In the General dialog box that appears, configure the properties shown in the following table for the new task applet.

    Property Description

    Project

    Select the project that this applet references.

    Name

    Enter a name for this applet. The name cannot be the same as the name of an existing applet.

    Display Title

    (Optional) Enter the display title that Siebel CRM will show in the Siebel client. To display no title, then leave the Display Title property empty.

    Task

    Select the task that this applet references. If you do not specify a task, then you can reuse this applet with multiple tasks. If you specify a task, then you cannot use this applet with any other task.

    Upgrade Behavior

    Select Preserve. This setting preserves the modification during an upgrade.

    Transient Business Component

    Select the transient business component that stores data for this applet.

  4. Click Next.

  5. In the Web Layout - Fields dialog box, select fields from the transient business component that provide data for the layout.

    To choose a field, select it in the Available Fields window and move it to the Selected Fields window (by using the navigation arrows between the two windows).

  6. Click Next.

    The Finish dialog box appears showing the values that will be used to define the new Task Applet. Click Back to return to an earlier dialog and make modifications, as necessary.

  7. Click Finish.

    The task applet is created and the Web Template Layout Editor opens.

  8. Adjust the applet layout and modify properties for the controls, as necessary.