How to Add a New Custom Activity Type
In this article, you will learn how to add a new activity type.
Check out this video tutorial for more details.
To add a new custom activity type, follow the given steps:
- Go to the Admin module > Activity field.
- Click the Type field on the activity fields list page and you will be redirected to the configuration page.
- Add the new custom activity type in the text box under the Dropdown Option Values section.
- Click the Add button to add the new custom type (default Task type) which will be created with default from configuration.
Note: If there are multiple values, use a comma to separate them. A maximum of 10 activity types can be added including the default Forward activity type.
Editing activity type
To edit the activity type, follow the given steps:
- Select the activity type you want to edit and click the Setting icon > Edit option to open a textbox.
- Make your changes as shown in the following.
Deleting activity type
To delete an activity type, follow the given steps:
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Click the Settings icon and select the Delete option to open a confirmation dialog box.
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Click the Yes, Delete button to delete the activity type.
Note: By deleting an activity type, the activities associated with this activity type will be permanently deleted.
Permission for adding a new activity type
To add a new custom activity type, an agent should have the Manage fields and forms permission assigned to his or her role.
Refer to this article to learn more about Roles and Permissions.
