Siebel Business Process Framework: Task UI Guide > Examples of Developing a Task UI > Example of Developing a Task UI That Assists with Adding an Opportunity and an Activity >

Verifying the Functionality of the Task UI


This task is a step in Example of Developing a Task UI That Assists with Adding an Opportunity and an Activity.

In this topic, you verify that the task UI delivers the required functionality.

To verify the functionality of the task UI

  1. Log in to the Siebel client, click the Opportunities screen tab, and then click the Opportunities List link.
  2. Click the Tasks icon.
  3. In the task pane, click the Create New Opportunity link, and then verify that the Enter Opportunity Details view does the following:
    • Displays the same controls you examined in Verifying the Task UI
    • Includes the Create Activity radio button group
  4. Enter Test Opportunity in the Name field, enter a Description, click Yes, and then click Next.
  5. Verify that the Create Activity view displays correctly:
    1. Verify that the top portion of the view includes the same opportunity details that Siebel CRM displayed in the Enter Opportunity Details view.
    2. Verify that the bottom portion of the view displays fields that allow the user to provide details about the activity.
    3. Verify that Siebel CRM enters data in the Opportunity field in the bottom portion of the view that includes the opportunity name that you entered in the earlier view.
  6. Do the following:
    1. Enter some text in the Description field of the activity.
    2. Define other activity fields at your discretion.
    3. Click Submit.

      Siebel CRM closes the task UI and then displays the standard Opportunity List View.

  7. Verify the following:
    • The opportunity list includes the opportunity you created in Step 4.
    • The opportunity fields include the values you entered in the task UI.
  8. In the Opportunity Name field, drill down on the Test Opportunity record.
  9. Click the Activities view tab, and then verify that the standard Opportunity Detail - Activities View displays an activity record that includes the activity details you entered in the task UI in Step 6.
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