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.

   
   
   

   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