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Central and ActiveVOS Screenflow

Central and ActiveVOS Screenflow

Part 4: Adding the Create new opportunity Service Call Step

Part 4: Adding the Create new opportunity Service Call Step

In this part, you'll add another Service Call step.
Here's how you should fill in the Input tab:
Field
Action
-
Click on the untitled step that is the target of the Yes branch that was created in the previous topic
Step Type
Service Call Step
-
Click on the Input tab
Title
Type "Create a new opportunity"
Action
Select
Create > Create Opportunity
Account Id
Set
Source
to
Field
, and then select
Account Id
Name
Set
Source
to
Screen
Close Date
Set
Source
to
Screen
Stage
Set
Source
to
Screen
Add Input
Select
Amount
--it was added to the fields above it--then set its
Source
to
Screen
Note
: For information on setting sources, see
Setting Source Values
elsewhere in this help.
Here's what the
Input tab
should look like:
The order of the fields here may be different than what appears in your Input tab.
Now create the Input Screen:
Field
Action
--
Click the Input Screen tab
Canvas
Type "Enter the opportunity"
Insert
Click on each button--don't forget to press the Enter key between items
Here's what the step should look like:
Change the text of the three of the labels and use the "B" toolbar button on all four labels to set the text to bold. Here's what you canvas could look like.
Note
: For information on using this toolbar, see
Using the Screen Editor
.
Let's make the page a bit more attractive by adding an image.
  1. By default, images float right. Placing the cursor to the right of text often has the best visual results.
  2. Select an image (it doesn't matter which one), and then click the
    Insert Image
    button.
The canvas should not look something like this:
After clicking OK at the bottom of the
Step Information
dialog, the right part of your guide should look like this:
Press the
Save
button.
Exercises

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