Creating the Task View

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 a new task view that allows the user to add an activity to the opportunity. For more information, see Creating a Task View.

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 Activity Task View
   View Title	Create Activity
   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, move the following applets from the Available Applets list to the Selected Applets list:

   • Opportunity Task Form Applet

   • Activity Form Applet

   The Opportunity Task Form Applet is the custom applet you created in Creating the Applet that allows the user to enter details about the opportunity. The Activity Form Applet is a predefined applet that allows the user to enter details about the activity.

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

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

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