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 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
- Allow Pro Bono Users
- Show Note
- Default Action
- Default Item
- Default Venue
- Default Actor
- Date Label
Notes
Note Signature box, where you can enter static text that will be included in the email. The box also supports the placeholders "[name]" to insert the client's name and "[url]" to insert a link to the case.
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 and behave differently than timeslips created through a dynamic "Add Staff TIme" or "Add Case Note" process.
You can configure the block to provide a button that sends the person to a dynamic case timeslip.
- Uncheck "Allow Adding Time"
- Select "Yes" for "Show Save and Add Timeslip Button"
- Select the process for adding case time - usually "Add Case Time".