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 >

Creating and Diagramming the Task UI


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

In this topic, you create and diagram the task UI.

To create and diagram the task UI

  1. Make sure Siebel Tools is prepared to create a task UI.

    For more information, see Preparing Siebel Tools to Create a Custom Task UI.

  2. In the Object Explorer, click Project.
  3. In the Projects list, create a new project named Opportunity Task UI.

    You can use this project to support this development effort. For more information, see Using Siebel Tools.

  4. Use the Task Wizard to create a new task UI using values from the following table.
    Property
    Description

    Project

    Choose Opportunity Task UI.

    Task Name

    Enter Create New Opportunity.

    Display Name

    Enter Create New Opportunity.

    Business Object

    Choose Opportunity.

    Transient Business Component

    Leave this field empty.

    Subtask

    Make sure this option does not include a check mark.

    For more information, see Creating a Custom Task UI.

  5. Diagram the task UI to resemble the flow that the following diagram displays:

    Siebel Tools displays the label for the task view step after you bind the view in a subsequent step in this example. For more information, see Diagramming a Task UI.

  6. Click the Create Opportunity step, and then use the Properties window to define properties using values in the following table.
    Property
    Value

    Business Component

    Opportunity

    Defer Write Record

    TRUE

    Operation

    Insert

    For more information, see About the Defer Write Record Property.

  7. Save your work and then close the Task Editor.
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