Example of Defining the Context for a Task Step

The following image illustrates an example that includes an update operation.


Example Task with Update Operation: This image is described in the surrounding text.

In this example, the OptyListView task view step lists records in the Opportunity business component. The Siebel operation step named Update Revenue does the following:

  • Performs an update operation on the Opportunity business component.

  • Includes an input argument named Primary Revenue Amount of type Literal with a value of 50000.

If the user clicks Query, sets a criteria, and clicks Go, then Siebel CRM refreshes the view to display only the records that meet the query criteria. For example, the user might query for all records that includes a Lead Quality that is set to poor. If the user chooses one of these records and clicks Submit, then Siebel CRM sets the revenue amount to 50000 for the record in the Opportunity business component.