Creating the Task Applet

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

In this topic, you create a new task applet that the user uses to enter opportunity information in the task UI. For more information, see Creating a Task Applet.

To create the task applet

  1. Start the New Object Wizards (click the magic wand icon), go to the Task tab, select the Task List 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.

    You create a list applet because the business need for this example requires that the user simultaneously create and view all opportunities that the user adds for the task instance. As an alternative, you can create a form applet where the user enters one opportunity at a time and then uses buttons on the playbar to loop through the same form repeatedly until the user enters all opportunities.

  2. In the General dialog box, configure the properties shown in the following table and then click Next.

    Property Value

    Project

    Multiple Opportunity Task UI

    Name

    Multiple Opportunity Task Applet

    Display Title

    Multiple Opportunity

    Task Applet is Associated With

    Create Multiple Opportunities

    Upgrade Behavior

    Admin

    Business Component

    MultiRecordTBC

  3. In the Web Layout - Fields dialog box, move the OptyName field from the Available Fields window to the Selected Fields window and then click Next.

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

    Siebel creates the new applet and then opens the Web Layout Editor.

  5. Close the Applet Web Template window.