Revising the Task

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

In this topic, you revise the task so that it allows the user to add an activity.

To revise the task

  1. In the Tasks list, query the Task Name property for Create New Opportunity task.

  2. In the Workspace Explorer, create a new Developer Workspace (see Create or Open a Workspace), open the task and modify it (by adding step d, e, and f) until it resembles the flow shown in the following image.

    1. A Start step.

    2. A Create Opportunity step.

    3. An Opportunity Task View step.

    4. A Create Activity decision step.

    5. A Create Activity step.

    6. An Opportunity Activity Task View step.

    7. An End step.

    8. The following connectors: A connector between step (a) and (b), step (b) and (c), step (c) and (d), step (d) and (e) labelled Yes, step (e) and (f), step (f) and (g), and (d) and (g) labelled No.


    Example Add Activity Task: This image is described in the surrounding text.

    The Task Editor displays the label of the Opportunity Activity Task View after you bind the view in a subsequent step in this example. For more information, see Diagramming a Task.

    For more information about Workspaces, see Using Siebel Tools.

  3. Select the Opportunity Task View step and in the Properties pane, define the property shown in the following table.

    Property Value

    Forward Button Type

    Next

  4. Select the Create Activity step and in the Properties pane, define the properties shown in the following table.

    Property Value

    Business Component

    Action

    Defer Write Record

    True

    Operation

    Insert

  5. Select the Opportunity Activity Task View step and in the Properties pane, define the properties shown in the following table.

    Property Value

    Display Name - String Override

    Create Activity

    Forward Button Type

    Submit

    Task View

    Opportunity Activity Task View

  6. Select the No connector and in the Properties pane, define the property shown in the following table.

    Property Value

    Type

    Default