Activities

The Activity Directory is used to create and administer activities and activity types. In the Activity Enumerator form we can filter primarily by entity and activity, which we set in the Parameters section. We also have the option to filter records above each column and click on the column name to enable ascending or descending sorting according to that column.

To create a new activity, you need to press the New record button and fill in the required fields. Although the Code field is not strictly required, it is recommended to fill it in. The activity can be restricted to only certain entities. The detail of an existing activity can be opened by clicking on the magnifying glass icon next to the record.

Each activity can have a type. Activity types can be edited by clicking the Activity Types button. To create a new type, fill in the Id and Name and press the Save button. To edit or delete an existing type, click on the magnifying glass or trash can icon to the right of the activity type name.