Creating Domain Activity Template Records

To create Domain Activity Template Records, follow the steps below.

  1. On the Activity Templates screen, click on the Add button in the top-left of the screen.
  2. On the Create Activity screen, enter the mandatory metadata, highlighted with a red asterisk mark (*), to create an Activity.
    1. Activity
    2. Type
    3. Sub Type
    4. Description
  3. Click on the Create button once all the mandatory details are filled.

Note:

  • Initially, the Sub Type field is greyed out. Once the user selects a value for the Type from the dropdown menu the related values for the sub-type appear in the dropdown menu.
  • Click Create or Create and Add Another button, and users can add another activity on the same screen without accessing the +Add button.