Creating the Task

This task is a step in Example of Developing a Task that Assists with Adding an Account and a Service Request.

In this topic, you create the task and define the task flow.

To create the task

  1. In the Workspace Explorer, open your Developer Workspace – for more information, see Create or Open a Workspace.

  2. In the Object Explorer, click Project.

  3. In the Projects list, create a new project named Account Task.

    You can use this project to support this development effort. For more information, see Using Siebel Tools.

  4. Create a new task with the values shown in the following table. For more information, see Creating a Custom Task.

    Property Description

    Project

    Select Account Task.

    Task Name

    Enter Create Account and SR.

    Display Name

    Enter Create new Account and SR.

    Business Object

    Choose Account.

    Transient Business Component

    Leave this field empty.

    Subtask

    Make sure this property does not include a check mark.

    For more information, see Creating a Custom Task.

  5. Add the following steps and connectors until your task resembles the flow illustrated in the following image:

    1. A Start step.

    2. A Create Account step.

    3. An Account Entry Task View step.

    4. A Create SR step.

    5. An SR Entry Task View.

    6. An End step.

    7. The following connectors: A connector between step (a) and (b), step (b) and (c), step (c) and (d), step (d) and (e), and (e) and (f).

    Example Account Entry Task: This image is described in the surrounding text.

    The labels for the task view steps appear after you bind the views (in a subsequent step in this example). For more information, see Diagramming a Task.

  6. Select the Create Account step and in the Properties pane, configure the properties shown in the following table.

    Property Value

    Business Component

    Account

    Defer Write Record

    For more information, see About the Defer Write Record Property.

    TRUE

    Operation

    Insert

  7. Select the Create SR step and in the Properties pane, configure the properties shown in the following table.

    Property Value

    Business Component

    Service Request

    Defer Write Record

    TRUE

    Operation

    Insert

  8. Close the Task Editor.