Difference between revisions of "Manage Activity Templates"
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| − | __NOTOC__[[Main Page|Home]] > [[Collaboration]] > [[My Activities]] > Manage Activity | + | __NOTOC__[[Main Page|Home]] > [[Collaboration]] > [[My Activities]] > Manage Activity Templates |
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==Introduction== | ==Introduction== | ||
| − | Use the [[File:My_Activites_Manage_Categories.png]] icon to manage, and create activity | + | Use the [[File:My_Activites_Manage_Categories.png]] icon to manage, and create activity templates, related custom activity outcomes and checklists |
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:* [[My Activities]] | :* [[My Activities]] | ||
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| − | ==Managing | + | ==Managing Templates== |
| − | [[File: | + | [[File:Activity_Templates.png|500px|right]] |
| − | Each Manually created activity can be assigned a | + | Each Manually created activity can be assigned a template, the template can populate the activity with specific outcomes and checklist content |
| − | * It is useful to create different activity | + | * It is useful to create different activity templates for repetitive types of activity |
| − | |||
| − | Use the [[File:My_Activities_Categories.png]] icon to add a new | + | Use the [[File:My_Activities_Categories.png]] icon to add a new template, give the template a name and select '''OK''' to add it |
* Once a category has been created it will be available to use when creating manual activities (these categories do not apply to business process created activities) | * Once a category has been created it will be available to use when creating manual activities (these categories do not apply to business process created activities) | ||
* To delete an activity category select the '''Trash Can''' icon next to the category you wish to delete | * To delete an activity category select the '''Trash Can''' icon next to the category you wish to delete | ||
Revision as of 08:54, 11 April 2018
Home > Collaboration > My Activities > Manage Activity Templates
IntroductionUse the |
Related Articles |
Managing Templates
Each Manually created activity can be assigned a template, the template can populate the activity with specific outcomes and checklist content
- It is useful to create different activity templates for repetitive types of activity
Use the 
icon to add a new template, give the template a name and select OK to add it
- Once a category has been created it will be available to use when creating manual activities (these categories do not apply to business process created activities)
- To delete an activity category select the Trash Can icon next to the category you wish to delete
Managing Category Outcomes
Each category will have a default outcome of Done
Add additional outcomes to a category by clicking on the category name you wish to add the outcome too, and this will show the default icon on the right hand side. Click on the icon to add a new outcome to the selected category.
- Give the outcome a name and select OK to add it
Once a new outcome has been created click on the outcome name to be able to configure it's attributes
- Code: The code which will be attributed to the outcome and could be used for reporting purposes
- Label: The display name for the outcome which will be seen by the user when completing the activity
- Button Colour: Choose a colour which will be used for the outcome when the user is completing the activity
- Note required: Tick if you want to make it mandatory for the user completing the activity to have to provide a note when choosing this outcome for the activity.
- Preview: See what the category specific outcome button will look like based on the configured attributes above
Delete an outcome, including the categories default Done outcome by clicking on the Trash Can icon next to the outcome you wish to delete.