Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New in This Release

2 Overview of Siebel Task UI

• Overview of Siebel Task UI
• About Siebel Task UI
  • Comparing a Task View and Standard View
  • Example of a Standard View
  • Example of a Task View
  • Siebel Task UI Features and Benefits
  • Comparing Siebel Task UI with Other Technologies
  • Comparing Siebel Task UI with Siebel Workflow
• About Predefined Tasks
  • Examining the Logic of a Task
• About the Task Editor
• Main Elements of the Task Editor

3 Siebel Task User Interface Elements

• Siebel Task User Interface Elements
• About the Task Pane
  • Context Pane
  • Current Task Pane
    • About Fast Forward and Fast Backward Navigation
    • About the Task Progress Indicator
  • Task Group
  • Task Chapter
• About the Task View
  • Task Applet
    • Comparison of the Task Applet to the Standard Applet
    • Operations That Siebel CRM Allows in Applets
  • Task Playbar Applet
    • Task Playbar Display Requirements
    • Task Playbar Validation with Forward Navigation
    • Task Playbar Backward Navigation
    • Task Playbar Pause
    • Task Playbar Cancel
  • Radio Button Group
    • Comparison of a Radio Button to a Bounded Picklist
    • Radio Buttons and Business Component Data
    • Using a Radio Button with a List of Values
  • Applet Message
• How Task UI Uses the Dashboard and Universal Inbox

4 Task Development Scenario

• Task Development Scenario
• Scenario Overview
  • Iterative Development
• Task Development Example
• Determining Required Task Improvements
• Designing the Task
  • Modeling the Business Process
  • Creating an Executable Workflow Process
  • Identifying the Context for the Task
  • Designing the Task
  • Refining the Task Design
• Developing the Task
• Testing the Task
• Implementing the Task

5 Using the Development Environment to Develop a Task

• Using the Development Environment to Develop a Task
• About Workspace-Enabled Tasks
• Updating to 22.7+ and Task Based UI
• Making sure both Repositories are synchronized
• Create or Open a Workspace
• Displaying Object Types Used to Develop a Task
• Opening the Task Editor
• Adding a Step to a Task
• Deleting Steps and Connectors
• About the Task Property
  • Task Properties and the Property Set
  • Arguments of a Task Step
  • How the Type Field Affects Other Fields in the MVPW Pane
  • System and Custom Task Properties
  • How a Subtask Uses a Task Property
  • Viewing System Task Properties of a Task
• Validating a Task
• Inspecting a Task
• Delivering a Task
• Task Wizards

6 Creating Steps and Connectors

• Creating Steps and Connectors
• Overview of Step Types
• Creating a Start Step
• Creating a Task View Step
  • Disabling the Pause Button
  • Controlling the Display Name of a Step
  • Using the Display Name with a Looping Task
• Creating a Siebel Operation Step
  • About the Defer Write Record Property
  • Identifying the Business Component Field for a Siebel Operation Step
• Creating a Business Service Step
• Creating a Decision Point
• Creating a Subtask Step
  • Comparing a Subtask to a Subprocess
  • Subtask Charactieristics
• Creating a Commit Step
• Creating an Error Step
  • Creating a Custom Error Message
• Creating an End Step
• Creating a Connector
• Creating a Branch Connector
  • Creating a Condition on a Branch Connector
  • Creating Multiple OR Conditions
  • Branching and Parallel Processing
• Creating an Error Exception Connector
• Creating Arguments for a Task Step
  • Creating an Input Argument for a Task Step
  • Creating an Output Argument for a Task Step
• Creating a Task Property

7 Developing a Task

• Developing a Task
• Roadmap for Developing a Task
• Process of Creating a Task
  • Creating a Custom Task
  • Diagramming a Task
  • Creating a Task View
  • Editing the Layout of a Task View
  • Binding a Task View to a Task View Step
  • Creating a Task Group
  • Adding a Task Group to a View
  • Refining a Task
• Developing a Task that Uses Transient Data
  • Overview of Transient Data
    • Characteristics of a Transient Business Component
    • How Siebel CRM Manages Transient Data
  • Determining When to Use a Transient Business Component
  • Creating a Transient Business Component
    • Setting the Type Property of a Business Component
    • Creating a Transient Business Component Manually
  • Creating a Task Applet
  • Transferring Data with a Transient Business Component
  • Guidelines for Using a Transient Business Component
    • Storing Data Temporarily While Gathering the Information Required to Create a Complete Record
    • Using a Transient Business Component in a Subtask
    • Using a Transient Business Component with a Commit Step
    • Using the Defer Write Record Property of a Siebel Operation Step Instead of a Transient Business Component
  • About the Multirecord Transient Business Component
    • Classes that Siebel CRM Uses with a Transient Business Components

8 Examples of Developing a Task

• Examples of Developing a Task
• Examples of Modifying a Predefined Task
  • Adding the Product Data for the Asset to Contract Task
  • Verifying the Functionality of the Asset to Contract Task
• Example of Developing a Task that Assists with Adding an Opportunity
  • Creating the Task
  • Creating the Applet
  • Creating the Task View
  • Binding the Task View to the Task View Step
  • Controlling the Buttons of the Playbar Applet
    • Disabling Backward Navigation
  • Creating the Task Group
  • Verifying the Task
• Example of Developing a Task that Assists with Adding an Opportunity and an Activity
  • Creating the Task
  • Creating the Transient Business Component
  • Creating the Picklist
  • Creating the Task Applet
  • Adding the Task Applet to the View
  • Creating the Task View
  • Revising the Task
  • Creating the Condition Criteria
  • Verifying the Functionality of the Task
• Example of Developing a Task that Assists with Adding an Account and a Service Request
  • Creating the Task
  • Creating the Applets
  • Creating the Task Views
  • Binding Task Views to Task View Steps
  • Controlling the Buttons of the Playbar Applet
  • Creating Chapters for the Task
  • Creating the Task Group
  • Verifying the Task
  • Rapid Prototyping on Applet Layout
• Example of Developing a Task that Assists with Creating Multiple Opportunities
  • Creating the Transient Business Component
  • Creating the Business Service
  • Creating the Task
  • Creating the Task Applet
  • Creating the Task View
  • Binding the Task View to the Task View Step
  • Controlling the Buttons of the Playbar Applet
  • Creating the Task Group
  • Verifying the Task

9 Testing, Troubleshooting, and Deploying a Task

• Testing, Troubleshooting, and Deploying a Task
• Process of Testing a Task
  • Validating a Task
    • Errors That the Validate Tool Detects
  • Using the Task Debugger
    • Making the Debug Mode Available
    • Running the Task Debugger
  • Verifying Functionality of a Task
  • Modifying How Siebel CRM Logs Data During Testing
    • Using Logging on the Siebel Server
    • Setting Log Levels on the Siebel Client
    • Collecting Task Timestamp Metrics
    • Collecting Task Property Metrics
    • Disabling Task Transactions
• Troubleshooting a Task
  • Task Does Not Display in the Task Pane
  • Record Context Is Lost
  • Build View Errors Occur with Task
  • Troubleshooting Other Errors
• Transferring Tasks to the Siebel Mobile Web Client

10 Administering a Task

• Administering a Task
• Adding a Responsibility to a Task
• Using the Task Instance Monitor
  • Task Instance Monitor Monitoring Levels
  • Task Instance Monitor Fields
  • Removing a Task Instance from the Task Instance Monitor
• Using Task Reports
• Allowing Task Transfer
• Transferring a Task Instance
• Deleting a Task Instance From the Inbox
• Removing Temporary Data After a Task Finishes
• Configuring Siebel CRM to Resolve Task Transaction Conflicts

11 Customizing a Task

• Customizing a Task
• Starting a Task
  • Creating a Button to Start a Task
  • Creating a Menu Item to Start a Task
  • Creating an iHelp Link to Start a Task
  • Creating a Workflow Process to Start a Task
  • Creating a Script to Start a Task
    • Example of a Client Script
    • Example of a Server Script
• Resuming a Paused Task
  • Creating an Association that Allows the User to Resume or Transfer a Paused Task
    • Locating the Business Service Step in a Task
    • Limitations of Associating a Task with a Long-Running Workflow Process
  • Process of Creating a View that Allows a User to Transfer a Paused Task
    • Creating a New Link to Support Task Transfer
    • Modifying the Business Object to Support Task Transfer
    • Creating a Standard View to Support Task Transfer
    • Modifying a Screen to Support Task Transfer
  • Modifying a Task to Display a Message that is Specific to a Task Instance
• Creating a Subtask
• Defining the Context for a Task Step
  • Example of Defining the Context for a Task Step
  • How Siebel CRM Uses a Filter Business Component
• Creating a Task Event
  • Specifying a Business Service or a Workflow Process to Handle a Task Event
  • Creating an Input Argument for a Task Event
  • Creating an Output Argument for a Task Event
• Using a Business Service Step to Call a Workflow Process
• Other Options for Customizing a Task
  • Specifying the Operations that Users Can Perform in an Applet
  • Creating a Task Chapter
  • Deleting a Task Chapter
  • Creating a Radio Button Group
    • Defining the Default Value for a Radio Button Group
  • Creating an Applet Message
    • Defining the Layout of the Applet Message
  • Reusing a Standard Applet
  • Hiding the Task Pane
  • Enabling the Task Progress Indicator

12 Guidelines and Techniques for Task Development

• Guidelines and Techniques for Task Development
• Guidelines for Developing a Task
  • Guidelines for Organizing the Task Flow
  • Guidelines for Designing Task Functionality
    • Guidelines for Using a Script to Start a Task
  • Guidelines for Designing User Interface Elements
    • Guidelines for Designing a Task View
    • Guidelines for Using a Form Applet and a List Applet
    • Guidelines for Reusing Views and Applets
    • Guidelines for Designing Buttons and Menus
    • Guidelines for Using the Default Focus
    • Guidelines for Designing the Structure and Content of a Page
    • Guidelines for User Interface Styles to Avoid
  • Guidelines for a Multilingual Task
  • Guidelines for Using a Business Service
• Techniques to Improve the Task Usability
  • Split View Technique
  • Optional View Technique
  • Mixed View Technique
  • Mixed Applet Technique
  • Business Component Method Technique
  • Refine Query Technique
  • Commit Interim Data Technique
  • Other Usability Techniques

13 Siebel Task UI Reference

• Siebel Task UI Reference
• Business Component Fields That a Task Can Modify
• About Task Transaction
  • Atomicity
  • Isolation
  • Transparent Storage
  • Transparent Data Retrieval
  • Sharable Temporary Data
  • Task Transaction and Task Instance
• About Event Handling
  • How Siebel CRM Handles an Event That Occurs in a Subtask
  • Operations That Call an Event Handler
• About Event Logging
• About Task Metrics

14 Glossary

• Business Service Step
• Business Task
• Commit Step
• Decision Point
• End Step
• Error Handling
• Error Step
• Long-running Workflow Process
• Siebel Operation Step
• Start Step
• Subtask Step
• Task
• Task UI
• Task Branch
• Task Chapter
• Task Event
• Task Group
• Task Instance
• Task Metric
• Task Object Definition
• Task Property
• Task Session
• Task Step
• Task View Step
• Temporary Storage