Creating the Task Group

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 a task group for the Create New Account task. The task group is a required UI element that specifies the group to display in the task pane when Siebel CRM displays the current view. For more information, see Task Group.

To create the task group

1. Create the task groups:

   1. Create a new task group with the values shown in the following table.

      Property	Value
      Name	Account Tasks
      Project	Account Task UI
      Display Name - String Override	Account Tasks

   2. Create a new task group item with the values shown in the following table.

      Property	Value
      Action Invoked	Create Account and SR
      Type	Task
      Sequence	1

      For more information, see Creating a Task Group.

2. Configure the task group to display across views.

   Select Account Tasks in the Task Groups pop-up applet when you define the Task Group property in the View Task Groups list, and then define the property shown in the following table.

   Property	Value
   Sequence	2

   For more information, see Adding a Task Group to a View.