Creating a Task View Step

A task view step is a type of Task UI step that displays a task view in the Siebel client. The task view step allows you to map a business process to the user interface. Several properties on the task view step, such as Disable Cancel, allow you to specify behavior for the task playbar and control how Siebel CRM saves information to the Siebel database. For more information, see About the Task View.

To be able to use a task view in a task, the task view must meet the following conditions:

• It must be active

• It must have the same business object as the Task

• It must not already be bound to another task

• It must be of type Task

To create a task view step

1. Select the Task View 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, set the following properties:

   1. Set the Task View property.

      Doing this binds the task view step to a task view. Drill down on (or double-click) the task view step to view and edit the task view. The Task Editor displays an approximation of how Siebel CRM renders the view at runtime.

      The applets and view must already have been created before you can set the Task View property, otherwise the Task Editor will not display any options in the Task View property.

   2. Set the following properties:

      • Display Name

      • Display Name Type

      Display Name Type controls how Siebel CRM displays the task step in the current task pane. Siebel CRM uses it and the Display Name property. For more information, see Controlling the Display Name of a Step.

   3. Set the following properties as required:

      • Disable Cancel

      • Disable Pause

      • Disable Previous

      Set the disable property for the button to TRUE to disable a navigation button. For example, to disable the Cancel button, set the Disable Cancel property to TRUE.

   4. Set the Forward Button Type property.

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

   5. Set the following properties as required:

      • Retain Applet SearchSpec

      • Retain Task SearchSpec

      • Retain User SearchSpec

      Search specifications affect how Siebel CRM preserves the business component state across task views. For more information, see Record Context Is Lost and Siebel Object Types Reference.

3. (Optional) Set the Task Step Context property in the Multi Value Property Window (MVPW) pane.

   This property defines the search specification that Siebel CRM uses to filter data for the view step. For more information, see Defining the Context for a Task Step.

4. (Optional) If you set the Task Step Context, then add output arguments, as required.

   The task view step does not return an output argument. You use the Output Arguments tab in the MVPW pane to update a task property. For example, you can copy data that the user enters in a business component field to a task property. For more information, see How the Type Field Affects Other Fields in the MVPW.