Defining the Context for a Task Step

You can create a search specification on a Siebel operation step or a task view step that filters data. You define a Task Step Context object, which is a child of the Task Step object type. For more information, see Siebel Object Types Reference.

To define the context for a task step

1. In the Task Editor (see Opening the Task Editor), choose a Siebel operation step or a task view step.

2. In the Multi Value Property Window (MVPW) pane, go to the Task Step Context tab and create a new record.

3. Enter a Name for the task step context, and then choose a Type.

   If you set Type to Expression, then enter the name of a business component in the Expression Business Component field.

4. Enter a Search Specification for the context.

   Caution: It is recommended that you define the search specification for the Siebel operation step as efficiently as possible so that the specification matches only the smallest set of rows that are necessary to meet the business requirement. A search specification that identifies a large set of rows can severely degrade performance.

   • If you set the Type field to Literal, then enter a literal value in the form of an expression. For example, enter the following text: 100.

   • If you set the Type field to Expression, then enter an expression. For example, enter the following text: [Status] LIKE '*Open*'.

     The Expression Business Component evaluates the expression. For example, you might use the following search specifications for a Siebel operation step that performs a query operation:

     "Repeatable " + timestamp()
     "Iteration " + [&Iteration]

   The Expression Builder does not examine the format so make sure you enter an expression that includes the correct format.

5. Optional. Create a filter business component.

   For more information, see How Siebel CRM Uses a Filter Business Component.