Verifying the Task

This task is a step in Example of Developing a Task That Assists with Creating Multiple Opportunities.

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

To verify the task

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

    • Tasks view to add the responsibilities for the new task (Create Multiple Opportunities).

    • Views view to add the responsibilities for the new view (Multiple Opportunity Task UI View).

    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 the Multiple Opportunities 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 Multiple Opportunities task group.

  5. In the task pane, click the Create Multiple Opportunities link and then verify that Siebel CRM displays the correct view and arranges the controls correctly.

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

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

  6. Verify that the following buttons are active:

    • Pause

    • Submit

    • Cancel

  7. Verify that the Previous button is disabled.

  8. Enter multiple opportunities and then click Submit.

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

  9. Verify that the opportunity list includes the opportunities you created in the previous step.