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 the Task Group


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

In this topic, you create a task group for the Create New Opportunity task UI. For this example, you create the task group so that Siebel CRM displays it only when it also displays the Opportunity List View. For more information, see Task Group.

To create the task group

  1. Create the task group:
    1. Create the new task group using values from the following table.
      Property
      Value

      Name

      Opportunity Task Group

      Project

      Opportunity Task UI

      Display Name - String Override

      Opportunity Tasks

    2. Create the new task group item using values from the following table.
      Property
      Value

      Action Invoked

      Create New Opportunity

      Type

      Task

      Sequence

      1

      For more information, see Creating a Task Group.

  2. Define the task group to display in a specific view.

    Choose Opportunity Task Group from the pop-up applet when you define the Task Group property in the View Task Groups list, and then define the property described in the following table.

    Property
    Value

    Sequence

    2

    For more information, see Adding a Task Group to a View.

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