Adding the Task Applet to the View

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

In this topic, you add the task applet to the view.

To add the task applet to the view

  1. In the Object Explorer, click View.

  2. In the Views list, query the Name property for Opportunity Task View.

  3. In the Object Explorer, expand the View tree, expand the View Web Template tree, and then click View Web Template Item.

  4. In the View Web Template Items list, add a new view web template with the properties shown in the following table.

    Property Value

    Name

    Opportunity Task Next Step

    Item Identifier

    6

    Applet

    Opportunity Task Next Step

    Applet Mode

    Edit

  5. In the View Web Template Items list, choose the item named Task Playbar Applet - Bottom, and then set the property shown in the following table.

    Property Value

    Item Identifier

    8