-------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

8,.,0 Siielbell Task UII Functlonal Overview

,8.10 Transfer of lnformatlon Siieb,el 8.10 Appllcatlons Technology

--------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

Age'nda

I. Overview of T,8Sk Based lUll

I. Arch ltectu re

• Transactional model

• IEncapsulatlingl business processes WFfT as1kJ:ln!box

I. User lnterface Experience

I. Development

I. New Tools Objects

Tasl<

Task Ediitor Task Grioups Task Wizards

Nlew Metadataltypes Task Vliews Transient Be Tasik Applets Radio buttons

MiiSC Tools features to support Task UI Taslk. Step iinWF





I.






.2 --------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

I. Adminlstration/Oeployment

I. Publiiish/A.ctivate

• Validate

I. New Admmistrative Vliews

• Activation

!!! IRegistration/Responsiibiilitj,es

I. Debuglgi:ngl and Testing

I. New Debugl Window

I. Logging

I. Demo

I. Summary

I~ ~II

---------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

Newframework that allows automation at each tier iin a N,- Tille reid arch iitectu rle

• User lnterface Ila.yer '. Business Ilogiiclaye,r' '. Data access Ilay:er

Functional enablernent of business Ilogiic that delivers a business transactiion (e.q, service request manaqernent)

---------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

'W:iz·ard llke tlser lnterface '. lrnproves product ease of use

• lForw,ardi\Bac.kward nav;ilg.altiion

'. Tarqet U II Content

'. lrnproves efficiency and producttvity

• Pause! and resta rt capabi'liitiies

• INe!.xt Steps

'. Lowers traini!ngl costs

'. Enables standardization of corporate processes

'. Automation of complex or r,epetiit'iv9' tasks

--------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

Flexlble De'vel,opm,ent Process

I. Provides declarative framework for

defining tasks and processes

'. Top down development stra.tegy '. Visual flow Ilanguage

'. Mlnimlzes scriptlnq

'. Dynamic modifications

'. Same capabilities for both Siebel and customer flow developers

: ....... t;,;,.;;;.;;-~-:_-.~ .. ~-- - -- -- - - ------------ - - ---- . r-

. "

. .

--------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

'Overview of Task Based U I

En,d,·,u.s,er'tasks partlclpate in II o,n'Q'·lru In n ii ng b usl ness processes

• lnteraction between Task UII and Wo'rkflow

• Universall lnbox iintegraUon

• lnteqratlon with lonq running workfillow process

------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

'Task UI: UI:sage S'cenarios

----------------------------------------------------------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

I. Arch ltectu re

• Transactional model

• IEncapsulat,ingl business processes WFfT as1kJ:ln!box

-----------------------------------~-

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• Ilntegrated via

Active X (Supported bpkqr

for HI C··U =-nt· -c-I-)·.

o ._9_ any

• Leverages OIIM storag e rnanaqer for temporary storaqe capabilities, (Pause/Resu me)

• Allows forward backward navlqation via the web services dispatcher

10

-------------------------------------

3.(1: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

Architecture .Transactlon MOldel ,_, IB,e,fore task launch I(iiln ad-hoc lUll)

'. Ad-hoc view' 6'.g Accou.nt Liet View

'. A,IIII transactions written d irectlly to transactiiional database,

---------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• lnvoked vi a pane, in client or

from a script.

• B,eglins task transaction

• DIM storage rnanaq - r Ib -'g. in' s

__ a _a~ e _ e _

levera.ging shadow store

12

-----------------------------------~-

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• Writes transacnons to shadow storaqe (S_TU_lO'G, table, managed by Siebel DIM)

• Can pertorm operations and business service callis aglainst standard BOIBe's

• Can read and display data that both resides in shadow store table S TU LO'G, and tradltlonal tables, eg S CONTA'CT

13

-----------------------------------~-

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• IData rnerqed from the shadow store table

(8_ TU_LOG) to the tradlfional transactional database

• Data can now be accessed and seen by other users on the system

---------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

Ar,clhiite,ctulre .Transactlon Mo,dlel I-Aft,er taslk complete (ln ad-hole lUI)

• User navigated back to same adhocview where tlhe task was orlqlnated

• Alii search and sort speclflcatlons that were done prior to running the task willi be maintaiined

------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

Blusi'ln'e'ss Process,es,:Worikfllow" tnbox, and Task UI

• Tie, Imulitlipil,e task ui experiences together via liang running workflow process

• Iniitiall task Gan start a long running wo,rkftow upon completion

• Long runningl workflow can ,a!sslign a task toa users inbox and then 'go to sleep

• User can iinvoke the assiqned task from the,iriinbox ,and upon completion willi walk'e up the liang running workflow

16

1-4 ~II

----------------------------------------~--

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• Use a Iliong running workflow te define' a business process to a l1li ow creation and approval of expense reports. Consists of 2 tasks

• Creation of expense report.

• Approvall of expense report

• The business process comrnunlcates the task requirements Ibetween the users via their inbox

17

, • '. I

I •. ~-, .~ -.:, - .~.~ I

- , . ~ ....

-------~---

-------------------------------------------------------------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

I. User lnterface Experience

18

----------------------------------------------------------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

---- ----------------- ------- ---- -- ---- ------- ---------

~I Sl!b!t Call Uorlt.tr - itlctwofl IlIfnllf'llqlbm

---------------------------------------------

3.(1: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• Pane- After task launched shows context ot where! you are in the task

Chapters - At runti me can see 9 rOlUping of views linto a unit that's displayed iln the pane .. eg G.ener:a,l ./nforma'tion, Pick Price/ist, N,ext Step

.20

if

..

------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• Task Viiew- A view that navigates the' user through the U I within' task instance,

• Views can consist of all applets types

Ust applets

• Form applels Chart applets Tree applets

Task Vilews must contaiin a newapplet caned the' "Playbar" . applet. Appllet controls navligatiion

Pause - Saves ani instance of task and places lin user's inbnx to resume later

Previous - N,avigates to previous view

Next - lNaviga.tes (0 next view Cancel - Cancels the task

if

..

fransaction

----------------------------------------~--

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• Task UI supports a.111 standard HII cllient controls

• Inherits behavior of controls. from Be in which applets based, eg notice red tiok lor 1isquired fislds

• Salutation Messages > INew albillity to add a rnessaqs to an applet used lin a task that contamstaqs to dynalmicailly include fietds as part of your m;'8ssagle ..

• Av,s,iilsbl!e tOI Task UI Views .and Ad-hoc Views

.22

if

..

-----------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

..

.23

------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• Pauss- Can pausea task at anyUm,e and the worik previously performed during the user session is not lost

• Types of Pause

• Expllidt PauseUser depresses the' pause button manually from the'

- ~Iab- -:; r. p_ya

• II mplidt Pause - User naviigates out of the task viiew via depressing a new tab, site map etc,

Note, we do not recommend using any mechanism in your task design such as sCripting or drilldowns that would leave a task view sind caese a irnpllclt pause,

2-4,1

, I II

-----------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

lin box Vi,ews

., Used to manage' paused tasks, INavigate viia

It Site Map

.. Link on lower portion of task. pane

.' Iinvoke paused taslkdrill linto Hyperflnk

• Transfer -Transfer button to enable transferring ownership of paused task to another Ulsef

Note, task ut does not store completed and submlued items in the inbo'x.

,"

--------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

Multji~Calll Views

• Chlildtask objects and views to show paused tasksthat pertain to a particular oblect context, Available within folllowingi objects

.. Contact

.. Acoount

.. Opportunity

.. Servioe Request

• Configurable- Can be exposed for othe:r objects via confi'QlUlr:ation

.' OWner of a paused task can invoke it directly 'from these vi,ews

.26

----------------------------------------------------------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

I. Development

I. Nlew Tools Objects

• Tasl<

• Task Ediitor

• Task Grioups

• Task Wizards

.27

------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

New Siebel Tools object to, support Task UIII

development

• 'Task

• Task Editor ~ Graphicall

-Task IGroup

.28

-- ..

1'·I"'~ ~

.~ I

----------

..

- - -- - --- - - - - - - - ----- - ------ ------- -- ---

~ .-.-: j-~ II t~ ~.: ,",LfiII7;rt"'"~iT"'~ • ...:. - f.~~f ... ' •

• r -1II!i-1H---=-~_--=--- ..... .c: ~ ........ -

•• Q . :llDt, l~t. tVa. 1'iI:II!.!'1I!Io :CI~ 1,1'3... ~. _ C~_ ....

, .

-----------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• Availlable as a new node in

the Object Explorer

• Versioned object

• Maps to a business object

• Task statuses

C,ompleted - Ve.rSion deployed 1.0' !:he runtime environment

In Pr'ogress - Version ot task being cleve'lo,ped

Expired - Ullused 'Iask verston

• Conta.ins many properties that control behavior, (See note of this slide for details)

• R.ight cllick on task object and choose ''''Ediit Task IFlow"to invokethe glraphi:cal editor

UseWIF/Ta.slk IEditor Toollbar to create! a new revision Qif a task and to expiiire a task

" M'ulti~Select. Support - Expire,

----------------------------------------------------------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

Task Editor

Drac and- d ron visual

_ . ag _. _ p .. . __

edltor

Declarative ediiting environment

• IPllroperUes Window (IRight Oliick on step)

MVPW (Mulili-Valued IP,l'operty Window)

Leverage,s custom palette with mlanlY common steps,

• Start:

• lEnd

• Siebel Operation

• Busiiness Service IOecision step Error

IE'rror Exoeption Connector

30

, ': ,,*,-,';' WrWI"';';"'; I''''' c_; c...rt -1'1 - - - - - - - - - - - - - - - _.:. Yi'B..

--------------------------------------------- ---

-------- ---- --------

I swt ,I r. • r: II = ~ ~: \ ~ ,Q .... ~ "'ii:""fi7.'"... ~;?~

..... -fti.-RO-R\-~_- .. - ~ .... ,,~~

I .. 1:1 ' n." IVIa ':"r..Il.. i'liil.. : ••• "..,1.. ,;11.. ... ... '" _ ~ ....:m.

- -- -

••

---------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• New steps iinclude

• Task Vii,ew - Step that ,alilows. you to map a. task view as part of your flow

• Subtask. - AUows orqantzatlcn of commonly used ta.:sk loglic 50' can be reused b many tasks use __ y_a _ass

• Commit - Step that allows cornrnlttinq shadow store data to the trensactlonal database

I ': ,,*,-,';' WrWI"';';"'; I''''' c_; c...rt -1'1 - - - - - - - - - - - - - - - _.:. Yi'B...

-------------------------

~, ............ -~--- - -- - - - - - - - - -- - - - ~-~

••

-------- ---- --------

I swt ,I r. • r: II = ~ ~: \ ~ ,Q .... ~ "'ii:""fi7.'"... ~;?~

..... -fti.-RO-R\-~_- .. - ~ .... ,,~~

I .. 1:1 ' n." IVIa ':"r..Il.. i'liil.. : ••• "..,1.. ,;11.. ... ... '" _ ~ ....:m.

- -- -

----------------------------------------------------------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

G~obail Task Settiings

'. Task Pro'pelrUes - Local vanables jhat ate maintained throughout the context of a task. e .. g can be .used to store variable.s to use when calling a business service ...

Event Handlers - .Ability to, call a workflow process or business service from one of the exposedevent handlers

'.

Pause Cancel Delele R:esume

,II

Task Metric ~ ,Abiliity to map to areas of task to out of tihe

b ox ETL ms -- ,iinnlS .'. Of'

_______ app_._!~,_ .. e.gl

need to run dashboards or metries about the tasks your using are running. Whatste,ps seem to tak;s,the tongestetc ..

32

, B;o,... __ _ _ _ I"_- tul~ _ UiV •• _ __ _ _ _ I __ _ __ _ _ __ I _

c

..

-----------------------------------------------

3.(1: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

G~obail Task Settiings (Cont)

'. Task Locales - Abillily to ,oonfiglure localiization c8lpaibi:litiesfor your task

'. Task Chapters ~ Abiillity to Ilogicailly group steps in your task into chapters, Assign display names that wilill appear liin the action pane at runtime. Please' see notes on hcw to' assign a chap'te'f to the steps in a task.

33

<

----------------------------------------~--

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• AUows Ilogicall groupiing of tasks

• Context sensitive

• S,tand,a~,one

• Can be application speclfle

• Mlap to what tasks appear in the task pane'

• Task Grioups are assliglned tOI individual views (See notes)

34

----------------------------------------~--

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• Task - ASSi!SIS inlhe creation ofa task

• Transient lBusComp - Assists in the creation of a. transient be to support any temporary lntormatlon you may need to use within the content of a task .. (More details in next section)

• Task Appllet- Assists in the creation of an applstto support a franslent business component, (More detail covered in next section of presenta#on)

• Task View - Assists in creation of views to use' withiin a task and 'ensures that you iinc!lude the playbar apptets.

Note: lnvokec via File ->New' IObject Task tab

------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

I. Ne!w Metadata types

• Task Views

• Transient Be

• Task Applets

• Radio buttons

Mise Too!IIS features to support Task UI Tasik Step inWF

------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

New Metadata Types: Task Viiew

• New vliiew typed "Task"

• Map,s to business obj;,ect Iii ke tradltional adhoc views

• Availableto use onliy wi,tlhiin the context ot tasks (INot iinterchangeabl'e)

• Supports aU avallable 'web templates

• Must contam at least a Sinll~gl~le;, -1------.::__------= p'layba rapplet

• Task Playbar App!let - Top

• Task Playbar Ap,p!let- Bottom

• Task viiew wtzardalvailable that steps through all required elements

, -

Tip: Must create all your task views before you can bind them to 37 your task defiinitions

---------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

New Business Component type' to support stoning temporary information that a user enters on the U II that may needed only for the instance of a task, (e.g if you askedyour user ,e serles of que,stions ,that ,dictated which' branch they are directed, can stor:e this temporarily and not need to store those questions in your transactional ,database)

• All Transient Be's map to S_TU_LOG table

• Not requlred to add a transiient Be to a 19'0 in

whl'iich your task is based on

• Maps to, CSSIBCTas,kTr,alnsient class

• Can use multipl:e TBCs ina task

• All transactions for TBG handled by OM.

• TBes, do not support joins or lin!ks

• Leveraqe standard configuration as it's a BC com- ri sed of fields

__ ps _

• Gan use standard fieldl properties to control behavior. (e'.g required)

• Do not need to ,alssiign collumns to yoU'rfiell~ds, during creation. Tools wilill auto ass.ign based on these settlngs ,(Ie'ngth,. type)

38

I,., .... ~ "_

._~

------------------

,

--------------------------------------------

3.(1: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

':1*' ... lmIltfGdIrJ (~,... .. _, ~1kt"'If..J LlJNI ~

----------------------------------------

New Metadata Types: Task Applets

• INew applet typedl"Task'

• App!let type to support transient business components ...

• Task Applets must map to form appllets only (OM handles all transactions of the SC~S underlying theseapplets and they only support ,e single ,:ecord)

• Must use the! CSSSWEFralmeTaslk appllet class

• Can utili ize all controls su pported by Hili client (s'.gtext, textsree, checkbox etc.)

• Supportsall applet web templates

.' Leverages standard eonfi,gluratiioln of ui element,

----------------------------------------~--

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

New Metadata Types: Radio Buttons

• Control that allow I everagiingl the new radio Ibultontype ..

• Uses, ILOVs to store the values that appear within the runtime! UII

• Must be mapped to a fielld that leverages 81 picklist/picklmap that is based on the PickUst Generic Be

• Length of val ues liilmlited to 30 characters

• Can map to MLOV values to support locallzatlon

• can be used withiin task Uti and adhoc Uli

• Iintendedl only to be used with form applets

40

------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• Applet Mess,a,'g:'e (Child ob1ect of applet abject)

• Support for pillacing a sailiutation message on an applet

• Leverages Symbollilc Strinqstor localiizatiion capabiUties

• Applet Mess,a"g:'e Varialblle {Grandlclhnd of epplet obiect)

• SUppOlrt for Imapping variables to fields iln the Be in which an appllet ii;s based so that the rnessaqe can be dynarnlc based on numeric taqs

-- -- - - - - - - - - - -- - - - - - - - -- -- -- --- --

•••• '-~ • - .. -t--

---- ---------- ----- - --- -- -- - - ---------- --- ---- ------

-

I I·

-----------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

New Metadata Types: View Task Glro,up

• Viiew Task. GroUip (Child object of view object)

• Support for assigning, a task. glroup to a viiew

• AUows des!igna.tion of appillication

• Aillows sequencing of the order to appear iiin the task pane

Note, if you wantto add a task group, to a siingle view that w]1 show up in th.e task pane everywhere in the application, assign the task ,group to. the Task. Pa,ne View

42

..

~~ ~~, I

-----------------------------------------------

3.(1: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

Tools options to assist a tas!k ui developer to ald wiith IP:roducUvlity and efficiency

• Set via Tools-> View->IOptions.

Gene:rallalb

• Automatic revislon ln WFITaslk Editor and version check

• Will warn you if you attempt to edit an earlier version than What you already have opened.

.. AutomaticaUy revisesa WFlfasik i,f you simpliy invo'ke the ,editor for a completed WFlTalsk. Creates a new in-prog~ess object for you.

• Autcmatlcally diose all previous WlF,lTask versions if Status is Completed, Not In Use or Expired

.. With new Siebel Tools MO.l capabiililies.lhis aids al dev,e'loper to ensure they are working on the most current task version,

43

-----------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

New Metadata Types: lnvocatlon

• Alit'ernatiive lnvocatlons avallable to invoke 81 task that can be conflqurad

'. Menu Item (ApplicationlApplet)

'. lButtonJUnk

" Script

'. Browser and server script (VB and escript}

• Configuration

'. Method = LaunchTask

.. Control User PI'iOPS

IName= Unique name

," Va,'I:lIe =: Task Name

Script

'. IBusiness Service' = Task: UI Service I(SWE)

," Inputs = TaskName

" Method = lLaunchTa,sklFromScript

••

44

-----------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• Update to Siebel operatiion step to aillow iterations over multlple records

• Intended to be used after a query step in WF/Taslk lUll

• New operationsavailable

• NextReoordl

• lPilJ"evRecord

• New output argument lor NextReoord and PrevRecordi operations

• INoMoreRecords - Set to True when there are no, more records in recordset

• New Output Ariglulments to Query and Update Operations

.. INumAffiRows - Number of records returned by query

--------------------------------------------

3.(1: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

New Metadata Types: INe'w 'Task SteiP in WF

• New step, availlable in the WF palette

• Only avallsble for worlkfll!ow of type! "Long IRunning Fillow"

• AUows assi,gning a task. to a users inbox

• Iinbox recipient confl,gur,ed via a.

R,edpienis child 'objlect in the MVPW .. ,

• Supports p,assiiing Inputs and Output arguments

• Gan drill into the step from WF edi,tor to vieiw or m odii fy that task in the task. 'editor

46

." ~ 1M vt.1~ jh!IfW""'_ t_ '" III •

------------- --- -- - ---------- -- --- - - ----- -- -- ------- - - -- -

I •

. . .

1!>H.r: ' • .-:: I':. 'iii I: e .~1io > raii~"!'TrlT ~r. ,ji"!'1: a l'~~' ""III

.. 4;) • !'-fL~.LR:i", .... fi.I:-~I\.~ ~;; .... ~.~=

------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

47

I I. Adminlstration/Oeployment

I. Publiiish/A.ctivate

• Validation

I. New Admmistrative Vliews

• Activation

!!! IRegistration/Responsiibiilitj,es

------------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

48

• New WFlTask Editor Toolbar iin S,iebel Tools t,O deploy from design tirne to runtime

'. Publishl.A.ctivate - Option on I; • aot lieable in

- .ypp - _. - ...

development mobile client wher,e, can publish task to runtime and aetivatein siing;le step

'. IEn!SUI'le olient. cfgseUil1g

IWorkflow')

VerCheckTimel = ·1

• Publish ~. Make task available to activate from the runtimeclient

• Supports M:ullti~Sel!ect

'. Publish

I. IPublishlActivate

• AD'M support

'. Tasks

'. Heglistered tasks

'. lResponsiibilit.i:es

~I

': ~ '-"u. ---- ----------------c

- -- - - - - - - - - - - - - - - - ---- - - ----- ----

-_ ~~

-_

- - - - --- ----- - - - ---- ----------- ---- - ----- -- ---- ---- -- -

Mm. II r; D r .• C ~ ~ .. ~ir~';:'1IIL!fLq::"'!I)T....... ~_-.':N'~-

_ _ .... •• ''''I !til ....

"0 . Rf. , .. ~ ~~~L1., ~'" r...~ ... __ (~ __

---------------------------------------------

3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• New vallidation rulles availlable! for task object

• Useto catch conflguratlcn errors at design time

.. Gives warniingls for commonly used properties iilf not set accordiingl:y

• Hight menu-cUck to valliiidate yourtask or select from Toots-e-valldate Object

• When publishiing tasks willi be prompted with diiallogl as to whether you want to valldate

'. INo - Runs validation

'. Yes - Proceeds with -,-, ubrish"- -,

IP - - ,1- _ Ing

I

, VGldlte ...

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3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• INew Adrnimstratlon vliiew in the Administration Business Process screen found in site map

Repos!itory Tas,k Deployment .(akaTask De:ployment)1

R1eposiitory Task Deployment Parent-

Chilldl Vi'9W (a,ka ch#d items tab~

• Activate button avaiilable to make definitions availlablle to server

.'

lBullk Actlvation Av,aillab!I,'e (WF and Task U!I)

50

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3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• New Adlmiiniistration view in Application ~ .AdlmliniistraUon screen ~> Tasks

.. IRegistered Task Admil1islraltion Vliew (aka R,egistered Taeks)

• After publishing and ,activat'ing a task, it's now avail!abllel to register ln the upper applet,

• lnserta new record

• Associate responsilbilliUes to the regiist,ered task

• Allow Delete - Enable the responsibility to ,delete' a trensferred task iinl the inbox

A'IIew Transfer - Allews specific responsibility to transfer a task to another user from the lnbox views

• Clear Cache - Refreshes cache! in server envilronment if de'finiitions change'

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3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

I. New Debugl Window

I. Logging

!!!

I. DebuQlgi:ngl and Testing

52

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3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

• To turn on thetas!k debugger:

'. Add IEnableRestrictedMenu = TRUE to the [llnfr:aUIIFr:ameworlk]1 section of the application efg you are usiingl for the Siebel Client,

'. In the Siebell client" go to the Tools menu and you willi see an option called "Debug Mode.'

Breaksat iilndliiiviiduall steps Displays Stack information

'. INa.me of task and version

'. Particular step in task defiinition

• Displays alii l8es (Standslrd"TBC)

• Displays alill task properties

• Can be dynamicalily invoked anytimie during a tas!k session

NOTE: remember ,to disable the popup b!lockelior the Siiebell Client

53

'. '. __ ",4 .. .._

- - - - - - - -- - - --- -- --- ---

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3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

New component events specific to Ta:sk Based UI.

TBUII supports standard Siebell component and cliient event logglingl

• See SiiebellBookshe~lif for commands and screens to use to enable, server component I.oggling and client-side log:gliingl

New Eve!nts

T Ik' N" " loati as ~ I 'avlg,i J:on

Object Mlana'9'er handlling of tran:s!i:,ent dataano inbox

Existingl Workflow Process events can also be' leveraqed to record step execution and performance data

DfnLoad WfP,ert Slpexec P~cEx,ec

Alias

Event Type

Description

Ts!kiNav Task Describes when the bs'k

N!avigation ,engine navigaf,esto different st~, ,or view

Ts!kIPreslnfo, Tas!k Describes UII artifac:ts(Viiews,

P,resenlationl Tas'ks, 'Chap1ers) IPassed to

Inf:ormaUon the SWE

Describes the statle trarnsitions ofTas'ks. i.e. when the task engine starts atas'k

I Alias

(E\lent Twe')

ObjMgrTaskLogl

Task u.r Object Manager Log

ObjMgrTas:k.C'onf1:ictLog ,(Tas'k lUI Conflict Log)

Descri,plion

Shows the busiilness componentandl tacsk Iinstance data passed 1.0 the OM. fll'omlihe ur, and changes made by the OM to Ihe data.

.AI'so sl'lowsthe transient datal stored by the OMl,.andl whe.1Il the OM ~peratlons (1Inserf,IDe'lete". etc.)' on the data

Finally records, when a task ilnstance' is created and ,deleted.

Re;ports, data conflids that occlirwith taisk linstance data and existing data. in, the database.

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3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

!!!

I.

I· Demo

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3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

When the demo concludes: 11 I. Close the demo window

2:,. Click the play button below to continue

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3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

!!!

I.

I· Summary

57

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3.0: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

Siulmmary

Wiz,ardllilk,e! UIII

'. lrnproves product ease of use

'. lrnproves 'efficiency and productivity

• Lowers training costs

• Enables standardizatlon ,of corporate processes '. Automation of complex air repetitive tasks

Flexible Development Process

'. Provides declarative framework for definingl tasks and processes

• Miiniimiz'es scrlptinq

• Enalblles Dynamic modifications lBusiness Process lnteqratlon

• End users participate in lonq running workfl!ows

• !Universall Iinbox inteqration

58

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3.(1: Siebet Task-Based m FUlllCtiollalOlterl1iew Outline ~ ~ Q ~

Sean Frogner - sean.friognerl@oracle.com Product Mark,e'ting

Yu su- yu.sui@oracle.com En'gin,eefing

Jorqe Pinzon - jorge'.,piinz,onl@'Or,8Clle.,Gom QA

I 'ORACILE'

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