Creating the Task

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

In this topic, you create the task and define the task flow.

To create the task

1. In the Workspace Explorer, open your Developer Workspace – for more information, see Create or Open a Workspace.

2. In the Object Explorer, click Project.

3. In the Projects list, create a new project named Opportunity Task.

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

4. Create a new task with the properties shown in the following table. For more information, see Creating a Custom Task.

   Property	Description
   Project	Select Opportunity Task.
   Task Name	Enter (type in) Create New Opportunity.
   Display Name	Enter (type in) Create New Opportunity.
   Business Object	Select Opportunity.
   Transient Business Component	Leave this field empty.
   Subtask	Make sure this option does not include a check mark.

5. Add the following steps and connectors until your task resembles the flow illustrated in the following image:

   1. A Start step.

   2. A Create Opportunity step.

   3. An Opportunity Task View step.

   4. An End step.

   5. The following connectors: A connector between step (a) and (b), step (b) and (c), and step (c) and (d).

   
   
   

   The label for the task view step appears after you bind the view (in a subsequent step in this example). For more information, see Diagramming a Task.

6. Select the Create Opportunity step and in the Properties pane, configure the properties for the step as shown in the following table.

   Property	Value
   Business Component	Opportunity
   Defer Write Record For more information, see About the Defer Write Record Property.	TRUE
   Operation	Insert

7. Close the Task Editor.