1. Business Process Framework: Workflow Guide
  2. Adding a Task Step

Adding a Task Step

A task step is a type of Workflow Process step that starts a task from a Workflow Process. If a Workflow Process calls a task, then Siebel CRM does the following:

  • Adds this task to the user Inbox.

  • Sets the Workflow Process state to waiting until the user finishes this task.

  • When the task finishes, Siebel CRM resumes the Workflow Process at the next step that is immediately downstream from the task step.

To add a task step

  1. Make sure the task that the Workflow Process calls is already defined.

    For information about defining a task, see Siebel Business Process Framework: Task UI Guide.

  2. In the Workflow Process, make sure that the Workflow Mode property is set to Long Running Flow.

  3. Select the Task step from the Palettes pane, then drag and drop it on the canvas.

  4. In the Properties pane:

    • In the Name property field, enter a name for the task step. When you navigate out of the property pane, the step name will be updated on the canvas. For more information, see Naming a Workflow Process Step or a Process Property.

    • (Optional) In the Description property field, enter a value that describes the purpose of the task step.

    • In the Task Name property field, select the task that this Workflow Process must run.

      After you define a task step in the Workflow Process Designer and set the Task Name property, you can double-click the task step to open the Task Editor.

    • Set the Inactive property to FALSE.

    • Define other properties for the task step, as necessary.

  5. In the Multi Value Property Window (MVPW) pane, add new input, output, and recipient arguments as required.

    For more information, see Using Process Properties, and Siebel Business Process Framework: Task UI Guide.