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 true lookup, but a list of all active Organization records that have the type "Activity Venue" selected Related: Activity Presets to create events, tasks, deadlines, or outcomes based on the actor, activity, and item 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 Require Adding Time (only effective if Allow Adding Time is checked) Display Time Activity Type Display Timeslip Office Default Time Activity Type Display Timeslip Funding Code NB: The timeslips created by the above option are created with a static, built-in process, and will display with the static "Service Profile". If your site uses a dynamic timeslip profile, these timeslips will look different than timeslips created through a dynamic "Add Staff TIme" or "Add Case Note" process. |