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Example of Developing a Task UI That Assists with Adding an Opportunity and an Activity
This topic gives one example of using a task UI to assist the end user with adding a new opportunity and an activity for that opportunity. You might use this feature differently, depending on your business model.
To develop this example, perform the following tasks:
- Defining the Basic Task UI
- Defining the Transient Business Component
- Defining the Picklist
- Defining the Task Applet
- Adding the Task Applet to the View
- Defining the Task View
- Revising the Task UI
- Defining the Condition Criteria
- Publishing the Task UI
- Verifying the Functionality of the Task UI
In this example, the end user defines the fields of an opportunity in a task UI. A radio button group is displayed that allows the end user to indicate whether an activity must be added. Because the choice that the user makes with the radio button can be stored as transient data, you use a Transient Business Component (TBC) and a task applet.