Creating the Applet

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

In this topic, you create a new standard applet that the user uses to enter information about an opportunity.

To create the applet

  1. Start the New Object Wizards (click the magic wand icon), go to the Applets tab, click the Form Applet icon, and then click OK.

    Note: Task Wizards and New Object Wizards are currently supported in Siebel Tools only – they are not supported in Web Tools.
  2. In the General dialog box that appears, configure the properties shown in the following table and then click Next.

    Property Description

    Project

    Select Opportunity Task.

    Name

    Enter (type in) Opportunity Task Form Applet.

    Display Title

    Enter Opportunity.

    Business Component

    Select Opportunity.

    Upgrade Behavior

    Select Admin.

    Use Grid Layout

    Make sure this option includes a check mark.

  3. In the Web Layout - Form dialog box, accept the default Edit Mode and then click Next.

  4. In the Web Layout - Fields dialog box, move the following fields from the Available Fields window to the Selected Fields window and then click Next:

    • Name

    • Description

    • Primary Revenue Amount

    • Primary Revenue Close Date

  5. In the Web Layout - Fields dialog box, move fields from the Available Controls list to the Selected Controls list as required and then click Next.

  6. In the Finish dialog box, review your settings and then Click Finish.

    The new applet is created and opens in the Web Layout Editor.

  7. In the Applet Web Template window, reposition the controls and labels until the applet layout resembles that shown in the following table.
    Field Label

    Corresponding Control

    (Field Input Box)

    Field Label

    Corresponding Control

    (Field Input Box)

    Name:

    <Field name>

    Primary Revenue Amount:

    <Primary Revenue Amount>

    Description:

    <Field description>

    Primary Revenue Close Date:

    <Primary Revenue Close Date>

  8. Choose the Description control and in the Properties pane, set the property shown in the following table.

    Property Value

    HTML Type

    TextArea

    When you set the HTML Type property, a scroll bar appears along the side of the Description control.

  9. Close the Applet Web Template window.