Editing an Activity Type

When you edit an activity type, you can edit the name, assign attributes to the group, remove the assignment of attributes, and mark attributes as required.

Note the following cases:

  • Assigning an attribute and marking it as required: If you assign an attribute to an activity type, the attribute is initially optional. You can also mark a subsequently assigned attribute as required. To do this, first assign a value in the attribute for each activity of this type. Then edit the activity type again and mark the attribute as required.

  • Removing an attribute: In case you remove an attribute from an activity type and data is set in the attribute for activities, then the data will be permanently deleted. Restoring the data is not possible.

Note

The following properties of an activity type can be edited only if no activity basing on the type exists:

  • Assigned workflow

  • Sync direction for synchronized attributes

  • Assigned activity type group

If changing these properties cannot be avoided, all existing activities based on the activity type assigned to the group must first be deleted.
It is possible to change the technical names of the job variables that are synchronized with the assigned attributes.

  1. In side navigation, click Activities.

  2. In the Activities view, click .

    3. The settings for activity configuration are displayed.

  3. Click Activity Types in the menu on the left side.

    4. The Activity Types Configuration page is displayed.

  4. On the left side of the page, select the type you want to edit.

    5. In the Details section on the right side, the properties of the type are displayed.

  5. Edit the properties as needed:

    1. Edit the name.

    2. Edit the assigned activity type group.

    3. Decide whether the activity type needs impact modeling. Toggle the Enable Impact Modelling switch accordingly.

      Attention! If you deactivate impact modeling then impact data from existing activities of the type will be deleted when saving changes, see step 7.

    4. Change the attributes that user should edit for this type of activities. Activate the checkbox in the left column to include, deselect the checkbox to exclude. Rows that are displayed in purple are inherited by the assigned group and cannot be changed.

    5. Decide which attributes are mandatory to edit: Activate the according checkboxes in the Required column on the right side.

    6. Edit the assigned workflow type.

    7. For attributes that are to be synchronized between workflow and activity: In the Workflow Type Variable column, edit the technical names of the variables in the workflow type. For more information, see How to Find Out Technical Name of a Variable.

    8. In the Sync Direction column, edit whether the value is maintained in the workflow or in the activity and synchronized to the other object accordingly.

  6. Click Save changes.

    7. In case you deactivate impact modeling for the type and impact data is stored for existing activities of this type, then a warning is displayed.

  7. In case the warning is displayed, decide:

    • If it is OK to lose the data, click Save Changes.

    • If you don't want to lose the data, click Cancel. Activate impact modeling and click Save Changes again.

You have edited the activity type.