Creating the Task Applet

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

In this topic, you create the task applet that allows the user to add an activity. For more information, see Task Applet.

To create the task applet

  1. Use the Task Form Applet Wizard to create a new task applet:

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

    2. In the General dialog box that appears, configure the properties shown in the following table.

      Property Value

      Project

      Opportunity Task

      Applet Name

      Opportunity Task Next Step

      Display Title

      Next Step

      Task Applet is Associated With

      Create New Opportunity

      Upgrade Behavior

      Admin

      Transient Business Component

      TBC for Opportunity

      Note: Task Wizards and New Object Wizards are currently supported in Siebel Tools only – they are not supported in Web Tools.
    3. In the Web Layout - Fields dialog box, move only the Create Activity field to the Selected Fields window.

    For more information, see Creating a Task Applet.

  2. In the Applet Web Template window, reposition the Create Activity control and label so that they are side by side as shown in the following table.

    Create Activity Label Create Activity Control Options

    Create Activity:

    There are two options as follows:

    • Yes

    • No

    The No option is not visible when the Task Flow Editor shows the template. You must resize the Create Activity control to show the No option.

  3. Close the Web Layout Editor.