Creating a Task View

This task is a step in Process of Creating a Task.

It is strongly recommended that you use the Task View Wizard to create a task view. For more information, see the following topics:

• About the Task View

• Guidelines for Designing User Interface Elements

To create a task view

1. Make sure that the following items that the task view references exist – these objects must exist before you create the task view using the Task Wizard:

   • Standard applets.

   • Task applets.

   • Transient business components. For more information, see Overview of Transient Data.

2. Start the Task View Wizard and in the New View dialog box, define the following items and then click Next:

   • Project name

   • View name

   • View title

   • Business object of the view

   • Upgrade behavior

3. In the View Web Layout - Select Template dialog box, select a Web template for your view and then click Next.

4. In the Web Layout - Applets dialog box, select the applets to display in the task view and then click Next.

   This dialog box lists predefined applets. You can select task applets in a subsequent dialog box.

5. In the Task View - Pick Task dialog box, do one of the following and then click Next:

   • Click Yes to specify a task applet for this view.

     Note that the task applet that you want to associate with this view must already be created. For more information, see Overview of Transient Data and Task Applet.

   • Click No if you do not need to specify a task applet for this view.

6. If you click No in the previous step (about specifying a task applet), then go to step 9.

7. In the Task View - Select Task dialog box, click the task where Siebel CRM must display the task view and then click Next.

8. In the Task View - Task Applets dialog box, select the applets that Siebel CRM must display in the task view and then click Next.

9. In the Task View - Select Playbar Applet dialog box, select the playbar applet to appear in the header and footer of your view and then click Next.

   You must include at least one playbar applet in a task view. To improve usability, it is recommended that you include only one playbar applet. If you use only one playbar, then leave one of the windows in this dialog box empty. For more information, see Task Playbar Applet.

10. In the Finish dialog box, click Finish.

    The new view opens in the Web Layout Editor. The Finish dialog box displays the properties that will be used to create the new view.

11. Edit the layout of the task view.

    For more information, see Editing the Layout of a Task View.