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 >

Creating the Task View


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 create a new task view that allows the user to add an activity to the opportunity. For more information, see Creating a Task View.

To create the task view

  • Use the Task View Wizard to create a new task view:
    1. In the New View dialog box, enter values described in the following table.
      Property
      Value

      Project

      Opportunity Task UI

      View Name

      Opportunity Activity Task View

      View Title

      Create Activity

      Business Object

      Opportunity

      Upgrade Behavior

      Admin

    2. In the View Web Layout - Select Template dialog box, choose the following template:
      • View Detail (Parent with Pointer)
    3. In the Web Layout - Applets dialog box, move the following applets from the Available Applets window to the Selected Applets window:
      • Opportunity Task UI Form Applet
      • Activity Form Applet

        The Opportunity Task UI Form Applet is the custom applet you created in Creating the Applet that allows the user to enter details about the opportunity. The Activity Form Applet is a predefined applet that allows the user to enter details about the activity.

    4. In the Task View - Pick Task dialog box, click No.
    5. In the Task View - Select Playbar Applet dialog box, choose the Task Playbar Applet - Bottom applet as the footer playbar applet.
    6. Click Finish, verify that the layout is correct, and then close the Web Layout Editor.
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