Verifying the Task

This task is a step in Example of Developing a Task that Assists with Adding an Account and a Service Request.

In this topic, you verify that the task delivers the required functionality. For more information, see Verifying Functionality of a Task.

Note: Responsibilities and their relationship to Views can be Workspace enabled in your development environment. If they have been Workspace enabled in your development environment and you are working in that environment, then you can only modify them in an editable Workspace. You do not need an editable Workspace to create and edit Responsibilities and their relationship to Views in your Production environment.

To verify the task

1. In the Siebel client, navigate to the Administration - Application screen, then the:

   • Tasks view to add the responsibilities for the new task (Create Account and SR).

   • Views view to add the responsibilities for the new views (Account Entry Task View and SR Entry Task View).

   For more information, see Adding a Responsibility to a Task.

2. In the Siebel client, click Tasks (the clipboard icon) and then verify that the task pane displays a task group named Account Tasks.

   To verify that Siebel CRM displays the task globally, click several different screen tabs, such as Home, Accounts, Contacts and Sales Orders. The Account Tasks task group must remain visible regardless of the standard view that Siebel CRM displays.

3. In the task pane, click the Create Account and SR link.

4. Verify that the task pane displays the following chapters:

   • Enter New Account

   • Enter New SR

   The type of task pane that Siebel CRM displays varies depending on the context that the user uses to view the pane. At this point in this procedure, Siebel CRM displays the current task pane. For more information, see About the Task Pane.

5. Verify that Siebel CRM displays the Enter Account Details view and that it correctly arranges the controls.

   The layout must be similar to the layout displayed in Example of a Siebel Task View.

   If the layout requires adjustment, then you can rapid prototype the layout of the applet. For more information, see Rapid Prototyping on Applet Layout.

6. Verify that the following buttons are active:

   • Pause

   • Next

   • Cancel

7. Verify that Siebel CRM disables the Previous button.

8. Enter a value in the Account Name field and then click Next.

9. Verify that Siebel CRM does the following:

   • Displays the Enter SR Details view

   • Automatically enters data in the Account field that includes the account name you entered in the previous step.

10. Make sure the required fields include values.

11. Enter some text in the Summary field.

12. Click Submit.

13. Navigate to the My Accounts list view and query the Account Name field for the name you entered previously.

14. Verify that Siebel CRM displays the new account.

15. Drill down on the Account Name field.

16. Click the Service Requests view tab.

17. Verify that Siebel CRM displays one new SR for the account and that this SR includes values you entered previously.