Examples of Modifying a Predefined Task

To modify the predefined FS Asset To Contract Task, perform the following tasks:

  1. Adding the Product Data for the Asset to Contract Task

  2. Verifying the Functionality of the Asset to Contract Task

The work that is required to modify a predefined task varies depending on the task you want to modify. In this example, you modify the relatively complex FS Asset To Contract Task. Siebel CRM displays the following message in the Siebel client when it runs this task:

Select a Service Package to be Added

You must create some products with Type equal to Service to make sure Siebel CRM displays data in this view. You deliver the task, add product data, and then verify task functionality. A significantly different configuration might be required to configure a different predefined task.

For more information, see About Predefined Tasks.