Creating a Task Chapter

This topic describes how to create a task chapter. For more information, see Task Chapter.

To create a task chapter

1. Create a task chapter:

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

   2. In the Multi Value Property Window (MVPW) pane, click the Task Chapters tab and then create a new record.

   3. Define a value in the Name property.

   4. Define a value for the Display Name - String Reference property.

   5. (In Siebel Tools only) Select a color from the pop-up Color applet, and then click OK.

      Siebel CRM displays this value as the task chapter title in the Siebel client. To display a custom value, do the following:

      • Define a value in the Display Name - String Override property.

      • Leave the Display Name - String Reference property empty.

   6. Select a Sequence.

      Records in the Task Chapters tab are sorted according to the sequence number. If you define a new chapter, the Sequence property will be set to the next available number in the series in increments of 10, 20, 30, and so on. If you want to insert more chapters, you can renumber chapters to be between these values. For example, you could create a new chapter and number it 25 to place it between chapters 20 and 30.

      If you define a chapter but you do not assign a task step to the chapter, then an error occurs when you validate the task.

2. Assign task steps to a task chapter:

   1. Select a step in the Task Editor and then click Assign Chapter.

      To simultaneously assign multiple steps to a chapter, depress the shift key as you click each step that you want to include in the chapter.

   2. Select a chapter and then click OK.

   3. Repeat the previous two substeps until you have assigned each step in the task to a chapter.

      Although using chapters is not required, if you assign one step in a task to a chapter, then you must assign every step in the task to a chapter.