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

Verifying the Task

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

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

Note: Responsibilities and their relationship to Views can be Workspace enabled in your development environment. If they have been Workspace enabled in your development environment and you are working in that environment, then you can only modify them in an editable Workspace. You do not need an editable Workspace to create and edit Responsibilities and their relationship to Views in your Production environment.

To verify the task

  1. In the Siebel client, navigate to the Administration - Application screen, then the:

    • Tasks view to add the responsibilities for new tasks.

    • Views view to add the responsibilities for new views.

    For more information, see Adding a Responsibility to a Task.

  2. In the Siebel client, click Tasks (the clipboard icon) and then verify that the task pane does not display in the Opportunity Tasks task group. You defined this task to display only when the Opportunity List View is the current view.

  3. Navigate to the Opportunities screen, then the Opportunities List view.

  4. Verify that the task pane now displays the Opportunity Tasks task group.

  5. In the task pane, click the Create New Opportunity link, then verify that Siebel CRM displays the Enter Opportunity Details view and that it correctly arranges the controls.

    The layout must be similar to the layout that you defined in Creating the Applet.

    If the layout requires any adjustment, then you can rapid prototype the applet layout. For more information, see Rapid Prototyping on Applet Layout.

  6. Verify the following:

    • The Pause, Submit, and Cancel buttons are active.

    • The Previous button is disabled.

  7. Enter a value in the following fields, and then click Submit:

    • Name

    • Description

    • Primary Revenue Amount

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

  8. Verify that Siebel CRM includes the opportunity you defined in the previous step in the opportunity list and that the opportunity fields include the values you entered in the task.