Creating the Task

This task is a step in Example of Developing a Task That Assists with Creating Multiple Opportunities.

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 and create a new task with the values shown in the following table.

    Property Description

    Project

    Choose Multiple Opportunity Task.

    Task Name

    Enter Create Multiple Opportunities.

    Display Name

    Enter Create Multiple Opportunities.

    Business Object

    Choose Opportunity.

    Transient Business Component

    Choose MultiRecordTBC.

    Subtask

    Make sure this property does not include a check mark.

    For more information, see Creating a Custom Task and Create or Open a Workspace.

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

    1. A Start step.

    2. An Insert Opportunity step.

    3. A Mullti 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).

    Example Task Multi TBC: This image is described in the surrounding text.

    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.

  3. Select the Insert Opportunity step and in the Properties pane, configure the properties shown in the following table.

    Property Value

    Business Service Name

    MultiTBC_Insert

    Business Service Method

    InsertRecordToTBC

  4. Close the Task Editor.