Locating the Business Service Step in a Task

The task must call the Associate method of the Task Administration business service as early as possible in the task flow. The configuration varies depending on the following:

• The task creates a new record that must be associated. Siebel CRM can do this call between the view that first validates the new record and the next subsequent commit step. The user cannot view the associated record outside of the task UI before Siebel CRM saves the task transaction.

• The task updates an existing record. Siebel CRM must create the association with this record before it displays the first view in the task UI. In this situation, the ObjectId parameter of the Associate method typically uses the value that the Context BC Id task property contains.