Domain Activity Template Records

Create Domain Activity Template Records

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Job Aids

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

  1. From the left-hand navigation links, select Activity Templates.

  2. On the Activity Templates screen, click on the Add button in the top-left of the screen.
  3. 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
  4. 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.

Edit Domain Activity Template Records

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

  1. Navigate to the activity name to edit and click the check box of the activity name.
  2. Click on the Edit button on the top menu bar which opens the quick view panel.
  3. On the quick view panel make the required changes
  4. Click on the Save button once all the details are edited.