Creating the Task View

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

In this topic, you create a task view that displays the applet that allows the user to enter opportunity details. You defined this applet in Creating the Applet.

To create the task view

1. Start the Task View Wizard and in the New View dialog box, configure the properties shown in the following table.

   Property	Value
   Project	Opportunity Task
   View Name	Opportunity Task View
   View Title	Opportunity
   Business Object	Opportunity
   Upgrade Behavior	Admin

   Note: Task Wizards and New Object Wizards are currently supported in Siebel Tools only – they are not supported in Web Tools.

2. In the View Web Layout - Select Template dialog box, select the following template: View Detail (Parent with Pointer).

3. In the Web Layout - Applets dialog box, select the following applet, and then click Next: Opportunity Task UI Form Applet.

   The Opportunity Task UI Form Applet is the custom applet you created in Creating the Applet.

4. In the Task View - Pick Task dialog box, click No, and then click Next.

5. In the Task View - Select Playbar Applet dialog box, select the Task Playbar Applet - Bottom applet as the footer playbar applet, and then click Next.

6. Click Finish, verify that the layout is correct, and then close the Web Layout Editor.

For more information about creating a task view, see Creating a Task View.