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Learn how you can configure Activity Categories

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Table of Contents

Table of Contents
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What are Activity Categories?

Activity categories are used to classify activities into generic groups based on specific similar attributes that they share. Activity categories are following a hierarchical tree structure. 

Creating, Editing and Deleting Validations and Restrictions

ActionRestrictionsAdditional Information
General 
  • Multiple activity categories can exist in the system but each one should have a unique name and alternative code.
  • The allowed activity categories are specified on the activity types. 
Delete
  • Activity categories cannot be deleted if they are already used by activities which:
    • Are still not completed
      or 
    • If they are included in the list of allowed categories in one of the available activity types.
  • Deleted activity categories are still visible on activities which were created using those categories.

 

Include Page
Configuring Categories - Global
Configuring Categories - Global

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Related Areas

Filter by label (Content by label)
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Helpful Links

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Popular Labels

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