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Example of Developing a Task UI That Assists with Adding an Opportunity and an Activity

The example in this topic describes how to develop a task UI that assists the user with adding a new opportunity and an activity for this opportunity. To develop this example, perform the following tasks:

1. Creating and Diagramming the Task UI
2. Creating the Transient Business Component
3. Creating the Picklist
4. Creating the Task Applet
5. Adding the Task Applet to the View
6. Creating the Task View
7. Revising the Task UI
8. Creating the Condition Criteria
9. Publishing and Activating a Task UI in Siebel Tools
10. Verifying the Functionality of the Task UI

In this example, the user uses a task UI to enter information in the fields of an opportunity. Siebel CRM displays a radio button group that allows the user to choose to add an activity. Siebel CRM stores this choice as transient data, so you use a transient business component and a task applet. For more information, see Overview of Transient Data.