Creating Tasks Using a Workflow

Steps:

1. Hello, my name is John, and today we are discussing customizing  applications using Application Composer.

   Step 1

2. In this demo, I will show you how use the workflow to create a task reminding the opportunity sales team to follow up with the customer.

   Step 2

3. This is the third in a series of demos that shows you how to create a workflow to update fields, create tasks, and send e-mails.

   Step 3

4. To create a task in our workflow, we begin by clicking the Create button in the Task Creation region.

    

   Click the Create button.

   Step 4

5. We are creating a task to ensure the sales team makes a follow-up call.

    

   Click in the Name field.

   Step 5

6. Enter the desired information into the Name field. Enter

    a valid value
    e.g.
    "Follow-Up Call"
   .
   Step 6

7. Let's enter a brief description in the task Subject field.

    

   Enter the desired information into the Subject field. Enter

    a valid value
    e.g.
    "Follow up with customer on budget available date"
   .
   Step 7

8. Let's insert a variable so we get the customer name in the subject.

   Enter the desired information into the Subject field. Enter

    a valid value
    e.g.
    " "
   .
   Step 8

9. Click the << Insert list.

   Step 9

10. Click the Customer list item.

    Step 10

11. Click the << Insert button.

    Step 11

12. Now let's enter a task description. I have it on my clipboard, so I will just paste it in.

     

    Press [Ctrl+V].

    Step 12

13. We'll set the due date for this task three days after the budget becomes available.

     

    Click the Days list.

    Step 13

14. Click the Date Budget Available list item.

    Step 14

15. Click the increment button.

    Step 15

16. Click the increment button.

    Step 16

17. Click the increment button.

    Step 17

18. The task start date is the date the budget becomes available.

     

    Click the Days list.

    Step 18

19. Click the Date Budget Available list item.

    Step 19

20. Click the Owner list.

    Step 20

21. We will assign task ownership to the opportunity owner.

    Click the Opportunity Owner list item.

    Step 21

22. And assign the task to the opportunity sales team.

     

    Click the Assignees list.

    Step 22

23. Click the Opportunity Resource Team list item.

    Step 23

24. We select an optional task category.

     

    Click the Category list.

    Step 24

25. Click the Category list.

    Step 25

26. Let's set the priority as very high.

    Click the Priority list.

    Step 26

27. Click the 1 - Very high list item.

    Step 27

28. Let's save the task.

    Click the Save button.

    Step 28

29. And we have to save the workflow itself so it's updated.

    Click the Save button.

    Step 29

30. In this demo you learned to create tasks using a workflow in Application Composer.

    You can find additional learning resources in your Oracle Fusion Help application, as well as in the Oracle Learning Library, and at Oracle University. Thank you.

    Step 30

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