Interaction With Activities

Ron wants to proceed from the planning stage to the execution stage. He links an activity to a prepared job in order to connect the strategic planning of a marketing activity with its operational planning. The activity timeline shows him when and how much budget he needs for a particular campaign. The job data sheet reflects how to create and execute the campaign.

Activity planning is tied bi-directionally to work execution. For example, status updates in the job data sheet are sent back to the activity, and the activity sends updates to variables of the job. This can help you monitor and track the actual progress of the work and compare it to what was originally planned.

Prerequisites:Closed Your organization has created suitable templates for jobs and activities. If you have any questions, please contact your system administrator.

On the Activities page, a workflow has been created automatically or manually. This workflow can then be opened and edited in the Jobs module. When you open a job data sheet, without knowing if it is connected: the Go to Activity button appears on every data sheet which already has been connected to an activity.

When you link a job to an activity, the job and the activity can exchange data. Data can be managed both in the activity and in the job and then copied to the other object. When you open the job from Activities it will be populated with the latest values entered in the activity. When you are back in the activity, data exchange between the job and the activity only occurs when you manually synchronize the data.

The data is copied from the object where it is managed to the other object. This means that any data synced from the activity is read-only and cannot be modified. All data you can edit in the data sheet is later synced in the activity fields.