Activities Block

This block displays the fields needed to create an Activity record on a case.

This block is typically placed on an auxiliary form that is called by an "Add Activity" auxiliary process. The Activity Log list view element is usually placed on the main profile to display existing activities.

Several lookups are relevant to this block:

Actor field - Activity Actor lookup

Activity field - Activity Action lookup - can be linked to Activity Items

Item field - Activity Item lookup - can be linked to Activity Actions and Problem Codes

Venue - not a lookup - a list of all active Organizations that have the type "Activity Venue" selected

Configuration Options:

Additional configuration options may appear depending on features enabled on a site.

Display and Defaults
Show Primary Count
Show Secondary Count
Show Actions/Items
Require Action
Require Item
Show Venue
Show Actor
Show User
Show Note
Default Action
Default Item
Default Venue
Default Actor
Date Label

Document
Allow Documents
Document Attach Label
Document Upload Label

Time
Allow Adding Time
Display Time Activity Type
Display Timeslip Office
Default Time Activity Type
Display Timeslip Funding Code