Create, update, and delete activity types

After you define an activity-specific information group, and you add activity-specific information subgroups to the group, you can create one or more activity types to associate with the activity-specific information group. You can then specify in which portlet users can create activities with the new activity type. When users create or modify an activity, they can enter activity-specific information related to the activity, based on the activity type and the activity specific info group.

For example, you could associate a phone call activity type with a licensed professional. When a user sees the phone call activity type, they know to call the associated licensed professional and add the information exchanged during the phone call into the activity-specific information fields.

The Activity Type administration page defines the activity types that users can specify when creating activities in records or reference objects. You can associate an activity type with an activity-specific information group that defines the fields applicable to the activity creation of the type.

There are 6 pages that support activities. Each activity type only works for one and only one of these pages:

  • Licensed Professional

  • Record

  • Reference Address

  • Reference Contact

  • Reference Owner

  • Reference Parcel

To create or update an activity type

  1. From the Administration menu, select Workflow & activity > Activity type.

  2. Select New.

  3. Complete the necessary fields:

    Field Action
    Activity Type Enter the name of the activity.
    Activity Specific Info Group Code Select the activity-specific information group code from the drop-down list.
    Description Enter a short summary of the action taken related to the activity.
    Reference Type Select to which portlet (business object) to apply the current activity type definition.
    Active Select Enable if you want to display the activity to users; otherwise, select Disable.

  4. Select Submit.

To update an activity type

  1. From the Administration menu, select Workflow & activity > Activity type.

  2. Browse to an activity type or select Search and enter the search criteria.

  3. Select the activity that you want to update.

  4. Update the necessary fields.

    Field Action
    Activity Type Enter the name of the activity.
    Activity Specific Info Group Code Select the activity-specific information group code from the drop-down list.
    Description Enter a short summary of the action taken related to the activity.
    Reference Type Select to which portlet (business object) to apply the current activity type definition.
    Active Select Enable if you want to display the activity to users; otherwise, select Disable.

  5. Select Submit.

You can delete any activity that you no longer need.

To delete an activity type

  1. From the Administration menu, select Workflow & activity > Activity type.

  2. Select the check box next to the activity you want to delete.

  3. Select Delete.