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
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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
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In the View Web Layout - Select Template dialog box, choose the following template:
View Detail (Parent with Pointer)
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In the Web Layout - Applets dialog box, click Next.
Do not move any applets to the Selected Applets window.
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In the Task View - Select Task dialog box, choose Create Multiple Opportunities, and then click Next.
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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.
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Click Next.
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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.
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Click Finish, verify that the layout is correct, and then close the Web Layout Editor.