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

Show Note

Default Action

Default Item

Default Venue

Default Actor

Date Label


Allow Documents

Document Attach Label

Document Upload Label


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.