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Siebel Business Process Framework: Task UI Guide

What's New in This Release

Overview of Siebel Task UI

About Siebel Task UI

Comparison of Siebel Task UI to Other Technologies

About Predefined Task UIs

Examining the Logic of a Task UI

About the Task Editor

Scenario for Developing a Task UI

Overview of Scenario for Developing a Task UI

Example of Developing a Task UI

Determining Improvement Requirements

Designing the Task UI

Developing the Task UI

Testing the Task UI

Implementing the Task UI

Siebel Task UI User Interface Elements

How Task UI Uses the Dashboard and Universal Inbox

Persistent Dashboard

Universal Inbox

Using the Development Environment to Develop a Task UI

Displaying Object Types You Use to Develop a Task UI

Using the Task Editor

Opening the Task Editor

Adding a Step to a Task UI

About the Task Property

Task Property and the Property Set

Arguments of a Task Step

System and Custom Task Properties

How a Subtask Uses a Task Property

Viewing System Task Properties of a Task UI

Using the Tasks List

Locating a Task UI in the Tasks List

Using the WF/Task Editor Toolbar

Displaying the WF/Task Editor Toolbar

Revising a Task UI

Expiring a Task UI

Publishing in Local Mode

Wizards You Use to Create a Task UI

Creating Steps and Connectors

Overview of Step Types

Creating a Start Step

Creating a Task View Step

Controlling the Display Name of a Step

Creating a Siebel Operation Step

Identifying the Business Component Field for a Siebel Operation Step

Creating a Business Service Step

Creating a Decision Point

Creating a Subtask Step

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 an Error Exception Connector

Creating the Arguments of a Task Step

Creating an Input Argument on a Task Step

Creating an Output Argument on a Task Step

Creating a Task Property

Developing a Task UI

Roadmap for Developing a Task UI

Process of Creating a Task UI

Preparing Siebel Tools to Create a Custom Task UI

Creating a Custom Task UI

Diagramming a Task UI

Creating 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 UI

Developing a Task UI That Uses Transient Data

Overview of Transient Data

Determining if You Must Use a Transient Business Component

Creating a Transient Business Component

Creating a Task Applet

Transferring Data with a Transient Business Component

Guidelines for Using a Transient Business Component

About the Multirecord Transient Business Component

Examples of Developing a Task UI

Example of Modifying a Predefined Task UI

Activating the Task UIs and Subtasks

Adding the Product Data for the Asset to Contract Task

Verifying the Functionality of the Asset to Contract Task

Example of Developing a Task UI That Assists with Adding an Opportunity

Creating and Diagramming the Task UI

Creating the 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 UI

Example of Developing a Task UI That Assists with Adding an Opportunity and an Activity

Creating and Diagramming the Task UI

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 UI

Creating the Condition Criteria

Verifying the Functionality of the Task UI

Example of Developing a Task UI That Assists with Adding an Account and a Service Request

Creating and Diagramming the Task UI

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 UI

Creating the Task Group

Verifying the Task UI

Rapid Prototyping the Layout of an Applet

Example of Developing a Task UI That Assists with Creating Multiple Opportunities

Creating the Transient Business Component

Creating the Business Service

Creating and Diagramming the Task UI

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 UI

Testing, Troubleshooting, Deploying, and Administering a Task UI

Process of Testing a Task UI

Validating a Task UI

Using the Task Debugger

Verifying Functionality of a Task UI

Modifying How Siebel CRM Logs Data During Testing

Troubleshooting a Task UI

Task UI Does Not Display in the Task Pane

Record Context Is Lost

Build View Errors Occur with Task UI

Troubleshooting Other Errors

Deploying and Migrating a Task UI

Process of Deploying a Task UI

Migrating a Task UI

Replicating a Task UI to the Siebel Mobile Web Client

Administering a Task UI

Using the Task Instance Monitor

Using Task Reports

Allowing Task Transfer

Transferring a Task Instance

Deactivating a Deployed Task UI

Deleting a Deployed Task UI

Deleting a Task Instance From the Inbox

Removing Temporary Data After a Task UI Finishes

Configuring Siebel CRM to Resolve Task Transaction Conflicts

Customizing Task UI

Starting a Task UI

Creating a Button to Start a Task UI

Creating a Menu Item to Start a Task UI

Creating an iHelp Link to Start a Task UI

Creating a Workflow Process to Start a Task UI

Creating a Script to Start a Task UI

Resuming a Paused Task UI

Creating an Association That Allows the User to Resume or Transfer a Paused Task UI

Process of Creating a View That Allows a User to Transfer a Paused Task UI

Modifying a Task UI to Display a Message That Is Specific to a Task Instance

Creating a Subtask

Defining the Context for a Task Step

Creating a Task Event

Creating Input Arguments and Output Arguments for a Task Event

Using a Business Service Step to Call a Workflow Process

Other Options for Customizing a Task UI

Specifying the Operations That Users Can Perform in an Applet

Creating a Task Chapter

Creating a Radio Button Group

Creating an Applet Message

Reusing a Standard Applet

Hiding the Task Pane

Enabling the Task Progress Indicator

Guidelines and Techniques for Developing a Task UI

Guidelines for Developing a Task UI

Guidelines for Organizing the Task Flow

Guidelines for Designing Task Functionality

Guidelines for Designing User Interface Elements

Guidelines for a Multilingual Task UI

Guidelines for Using a Business Service

Techniques to Improve the Usability of a Task UI

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

Business Component Fields That a Task UI Can Modify

About Task Transaction

About Event Handling

Operations That Call an Event Handler

About Event Logging

About Task Metrics

Glossary

Siebel Business Process Framework: Task UI Guide		Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.