1. Business Process Framework: Task UI Guide
  2. Guidelines for Designing Buttons and Menus

Guidelines for Designing Buttons and Menus

If you design buttons and menus, then use the following guidelines:

  • Do not configure Siebel CRM to open a task that creates a new record from outside the task pane. If Siebel CRM does not yet display a record, then you might need to disable a button that opens a task. A button or menu requires at least one record from the business component that the task references. Siebel CRM must reference this business component when it creates a task instance. If the business component includes no records, then Siebel CRM cannot reference it and cannot create a task instance, and an error occurs.

  • Make sure you deploy the task (by delivering the Workspace) before you add a button or menu to start the task. You must deliver the task to the Integration Workspace (or MAIN) before the user can use a button or menu item to start it. If you do not do so, then Siebel CRM displays a runtime error in the Siebel client.

  • Do not create menus and buttons that perform the same function. For example, avoid including header and footer task playbar applets on the same view. Instead, include only the header task playbar applet or only the footer task playbar applet.