Creating the Task Group

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

In this topic, you create a task group for the Create Multiple Opportunities task. For this example, you define the task group so that Siebel CRM displays it only when it also displays the Opportunity List View. For more information, see Task Group.

To create the task group

1. Create the task group:

   1. Create a new task group with the values shown in the following table.

      Property	Value
      Name	Multiple Opportunities Task Group
      Project	Multiple Opportunity Task UI
      Display Name - String Override	Multiple Opportunities

   2. Create a new task group item with the values shown in the following table.

      Property	Value
      Action Invoked	Create Multiple Opportunities
      Type	Task
      Sequence	1

      For more information, see Creating a Task Group.

2. Configure the task group to display in a specific view:

   • In the Views list, query the Name property for Opportunity List View.

   • Choose Multiple Opportunities Task Group from the Task Groups pop-up applet when you define the Task Group property in the View Task Groups list, and then define the property shown in the following table.

     Property	Value
     Sequence	2

   For more information, see Adding a Task Group to a View.