1. Business Process Framework: Task UI Guide
  2. Verifying the Functionality of the Task

Verifying the Functionality of 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 verify that the task delivers the required functionality. For more information, see Verifying Functionality of a Task.

To verify the functionality of the task

  1. In the Siebel client, navigate to the Administration - Application screen, then the Views view and add the responsibilities for the new view (Opportunity Activity Task View). For more information, see Adding a Responsibility to a Task.

  2. In the Siebel client, navigate to the Opportunities screen and then the Opportunities List view.

  3. Click Tasks (the clipboard icon) and in the task pane, click the Create New Opportunity link and then verify that the Enter Opportunity Details view does the following:

    • Displays the same controls you examined in Verifying the Task

    • Includes the Create Activity radio button group

  4. Enter Test Opportunity in the Name field, enter a Description, click Yes, and then click Next.

  5. Verify that the Create Activity view displays correctly:

    1. Verify that the first portion of the view includes the same opportunity details that were displayed in the Enter Opportunity Details view.

    2. Verify that the second portion of the view displays fields that allow the user to provide details about the activity.

    3. Verify that the Opportunity field data in the second portion of the view includes the opportunity name that you entered in the earlier view.

  6. Do the following:

    1. Enter some text in the Description field of the activity.

    2. Define other activity fields at your discretion.

    3. Click Submit.

    Siebel CRM closes the task and then displays the standard Opportunity List View.

  7. Verify the following:

    • The opportunity list includes the opportunity you created in Step 4.

    • The opportunity fields include the values you entered in the task.

  8. In the Opportunity Name field, drill down on the Test Opportunity record.

  9. Go to the Activities view tab and then verify that the standard Opportunity Detail - Activities View displays an activity record that includes the activity details you entered in the task in Step 6.