Configuring Activities Definition

Owned by Persia Xenopoulou (Deactivated)
Last updated: Jul 14, 2017 by Former user (Deleted)
2 min read

Back to Activities Main Page

Table of Contents

Navigating to Activities Definitions

CONFIGURATION > CRM APPLICATION > ACTIVITIES > SET UP BUSINESS DEFINITIONS

What are Activities Definitions?

Activities Definitions are a set of business rules used to control the behaviour of Activities throughout their Life Cycle. The Allowed Activity Types and Cancellation Reasons must be defined in the Definition to be used.

Activities Definitions can be edited, deleted and have their Life Cycle State changed.

  • Navigate to Activities Definitions and explore existing entries via the Summary page. 

  • Click on the link (Name or Number) of the entry of your interest to access the Data Entry page and see more detail.

  • Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.  

  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition. 

  • Click on the Audit Log button to view a log of changes performed on the displayed Activities Definition.

Check the Validations & Restrictions Table below for a list of available Actions when working with Activities, including each Action's related validations and restrictions.  View the Attributes Table for a comprehensive description of the Activities fields.

Activities Definitions

Validations & Restrictions

ActionValidationsRestrictions
General
  • Multiple Activities Definitions can be present in the System, but each one should have a unique Name and Alternative Code
  • Only one 'Active' Activities Definition can exist at any given time.
  • If no 'Active' Activities Definition is present, then Activities cannot be created.
Create
  • Mandatory Fields must be defined
  • Name and Alternative Code must beunique
  • Not Applicable
Edit
  • Mandatory Fields must be defined
  • Name and Alternative code must beunique
  • Not Applicable
Delete
  • Not Applicable
  • Cannot be deletedifitsthe'Active' Definition.

 

Attributes

An * indicates a field is mandatory  

Name

Description

NumberAn auto-generated number that uniquely identifies the Activity Definition.
Main Information
Name*The name of the Definition.
Alternative Code*An alternative code for the Definition. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
DescriptionA description of the Definition.
StateThe state of the Definition which can be 'Active' or 'Inactive'.
Allowed Types
Allowed Activity Types*

Defines the Activity Types that can be selected by Users when creating a new Activity.

Allowed Cancellation Reasons

Allowed Cancellation Reasons

Defines the cancellation reasons that can be selected when cancelling Activities and specifies the default Cancellation Reason.

Log Information

Log Details

The standard set of Log Details information available in all entities.

Related Areas

Helpful Links