Case study example: Supporting a business process with Task UI

As indicated in Chapter 3, the Sales—Retail Order business process should be supported with Siebel Task UI. The following list describes the steps of the process. Please refer to Chapter 3, Case Study Introduction for a full description of the business process:

1. 1. Query for the retail partner account.

2. 2. If the query returns no results, create a new account.

3. 3. If the Always Generate Quote flag is set to Y or is undefined, create a new quote for the account.

4. 4. If the flag is set to N, proceed to step 6.

5. 5. Verify the quote:

   • If the quote is acceptable, proceed to step 6

   • If the quote is not acceptable, cancel the quote and proceed to the end

6. 6. Create an order.

7. 7. Submit the order.

8. 8. Create an activity to document the process.

In the following sections we will use example procedures to create a prototype task for the business process described previously.

Creating task applets and task views

The AHA technical architecture team has conducted...