Working with 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.

Topics

Creating or Updating an Activity Type

The Activity Type administration portlet 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 portlets that support activities. Each activity type only works for one and only one of these portlets:

Licensed Professional Portlet Record Portlet Reference Address Portlet
Reference Contact Portlet Reference Owner Portlet Reference Parcel Portlet

To create or update an activity type

  1. Access the Activity Type portlet (Navigating to the Setup Portlet).

  2. Do one of the following:

    • Click New to create a new activity.

    • Click the activity you want to update.

      Civic Platform displays an Activity detail form portlet.



  3. Complete the necessary fields as described in Table 1.

  4. Click Submit to save the changes.

    Civic Platform displays a confirmation message.

    Table 1. Activity Type Fields
    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.

Searching for an Activity Type

To search for an activity type

  1. Access the Activity Type portlet (Navigating to the Setup Portlet).

  2. Click Search.

    Civic Platform displays the Activity Type search form portlet.

  3. Complete the necessary fields as described in Table 1.

  4. Click Submit.

    Civic Platform returns a list of activity types that match the search criteria.

Viewing an Activity Type

To view an activity type

  1. Access the Activity Type portlet (Navigating to the Setup Portlet).

  2. Click the activity that you want to view.

    Civic Platform displays the Activity Type detail form portlet.

Deleting an Activity Type

You can delete any activity that you no longer need.

To delete an activity type

  1. Access the Activity Type portlet (Navigating to the Setup Portlet).

  2. Select the activity you want to delete.

  3. Click Submit.

    Civic Platform displays a confirmation message.