Example of Developing a Task that Assists with Adding an Opportunity

The example in this topic describes how to develop a task that assists the user with adding an opportunity. To develop this example, perform the following tasks:

1. Create or open a Developer Workspace – see Create or Open a Workspace

2. Creating the Task

3. Creating the Applet

4. Creating the Task View

5. Binding the Task View to the Task View Step

6. Controlling Playbar Applet Buttons

7. Creating the Task Group

8. Validate the task in the Developer Workspace – see Validating a Task

9. (Optional) Preview and inspect the task in the Developer Workspace – see Inspecting a Task

10. Deliver the task - see Delivering a Task.

11. Verifying the Task

The data manipulation and storage requirements for this example do not involve transient data, so you do not use a transient business component or a task applet. Instead, you use a standard business component and create a standard applet. For more information, see the following topics:

• Overview of Transient Data

• Task Applet