Creating the Task View

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

In this topic, you create a task view that displays the applet that allows the user to enter multiple opportunities. 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, set the values shown in the following table.

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

    Project

    Multiple Opportunity Task UI

    View Name

    Multiple Opportunity Task UI View

    View Title

    Multiple Opportunities

    Business Object

    Opportunity

    Upgrade Behavior

    Admin

  2. In the View Web Layout - Select Template dialog box, choose the following template:

    View Detail (Parent with Pointer)

  3. In the Web Layout - Applets dialog box, click Next.

    Do not move any applets to the Selected Applets window.

  4. In the Task View - Select Task dialog box, choose Create Multiple Opportunities, and then click Next.

  5. In the Task View - Task Applets dialog box, move the following applet from the Available Applets window to the Selected Applets window:

    Multiple Opportunity Task Applet

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

  6. Click Next.

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

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