1. Business Process Framework: Task UI Guide
  2. Refining a Task

Refining a Task

This task is a step in Process of Creating a Task.

This topic describes how to refine your task to more precisely meet design requirements.

To refine a task

  1. Add conditional logic to your task.

    You create conditions and values that affect task flow to add conditional logic to a task. You create branching in a task on branch connectors that emanate from a decision point. If your task includes a decision point, then you must create conditional branching. For more information, see Creating a Branch Connector.

  2. Add a subtask.

    If your task includes more than 15 steps, then consider separating the task into one or more subtasks. For more information, see Creating a Subtask Step.

  3. Add a commit step.

    You can use a commit step to save temporary data to the Siebel database. For more information, see Creating a Commit Step.

  4. Create logic to handle an error condition.

    You can create logic in your task to handle an error that occurs at run time, such as a business service that returns an internal error message. For more information, see Creating an Error Step.

  5. Collect task metrics.

    Task metrics collect and store task data that Siebel CRM regularly saves in a data warehouse. You can use an Online Analytical Processing (OLAP) tool, such as Oracle Business Intelligence, to analyze this data. For more information, see About Task Metrics.

  6. Refine UI objects:

    • Various UI objects can improve the user experience. For example, a task chapter can provide the user with a map of what lies ahead in completing the task, and what work the user finished in the task. For more information, see Other Options for Customizing a Task.

    • You can use various usability techniques to improve the user experience. For more information, see Techniques to Improve Task Usability.

  7. Create logic to resume a paused task.

    If the user must pause a task and at some future point the same or another user must resume it, then you can create a relationship between the task instance and a business object instance. For more information, see Resuming a Paused Task.