Open Task

It helps to automate the operations related to Tasks of the Siebel CRM applicatio using the task name.

Using Open Task Activity

  1. In the Canvas Tools pane, click Process Components to expand the tool and view the associated activities.
  2. Drag the Application activity and drop on to the Flowchart designer on the  Canvas.
  3. In the Application Type list, select WebApps.
  4. In the Select An Application list, select the configured Siebel CRM application.

 

 

  1. Double click the Application activity to open the activity block.
  2. In the Canvas Tools pane, click Siebel to expand the tool and view the associated activities.
  3. Drag the Open Task activity and drop inside the Application activity. The validation error symbol disappears when the required inputs are provided.

 

 

  1. In the Task Name field, enter the task name of the required Task.

 

NOTE:  

To know the task name, navigate to the required screen of the Siebel CRM application manually and then access Site Map > Administration - Web Services. Search tasks in the Find option, and then copy the task name of the desired Task.

 

The Open Task activity is created.

You can use the WEB MODE to configure the click action on the Next, Previous and other buttons of the displayed Task. See the Web Mode section to know how to configure the steps.

Open Task Activity Properties

The properties of the Open Task activity are listed in the following table and can be edited in the Properties grid on the right panel.

 

Property Name

Usage

Control Execution

Ignore Error

When this option is set to Yes, the application ignores any error while executing the activity.

If set to NA, it bypasses the exception (if any) to let the automation flow continue; however, it marks the automation status as a failure, in case of an exception.

By default, this option is set to No.

Delay

Wait After

Specify the time delay that must occur after the activity is executed. The value must be in milliseconds.

Wait Before

Specify the time delay that must occur before the activity is executed. The value must be in milliseconds.

Misc

Breakpoint

Select this option to mark this activity as the pause point while debugging the process. At this point, the process freezes during execution allowing you to examine if the process is functioning as expected.

In large or complex processes, breakpoints help in identifying the error, if any.

Commented

Select this option to mark this activity as inactive in the entire process. When an activity is commented, it is ignored during the process execution.

DisplayName

The display name of the activity in the flowchart designer. By default, the name is set as Open Task. You can change the name as required.