Modifying a Task to Display a Message that is Specific to a Task Instance

In some situations, you might need to display a message that is specific to a task instance in the Inbox Items List view. For example:

• Information that helps the instance owner to distinguish between instances that include the same task name.

• Instructions that the current instance owner requires to complete the task.

• A timestamp.

You can modify a task to display a message that is specific to a task instance. Siebel CRM displays this message in the Inbox Context field in the Inbox Items List view. When the user pauses or finishes a task, Siebel CRM displays information from the Instance Identifier task property in this context field.

The following conditions apply:

• You can use an expression for the Instance Identifier property.

• The Instance Identifier property is limited to 200 characters in length.

• You can define an instance identifier only on a task step where you can define an output argument. For more information, see Arguments of a Task Step.

• If the user clicks Pause on the first view, then Siebel CRM does not display information from the Instance Identifier.

To modify a task to display a message that is specific to a task instance

1. Add an output argument to a task step.

2. In the MVPW pane, click the Property Name field for the output argument, and then pick Instance Identifier from the Property Name dialog box.

3. Define the remaining fields in the same way that you define a typical output argument.