5.2 Creating And Copying Activity
Creating an activity
- Go to Activities and select the template for the activity you wish to create.
- Press [Create New Activity]. You will now find the various sections needed in 5 tabs:
- In the Info tab, fill in the activity details, also called “activity meta data”, for that particular activity.
When the activity user opens the activity forms, this information may be automatically filled out in the form fields. The various fields are specified in the activity template. - If the template has specified form filtering, you can then go to the tab Forms to select which of the activity template’s forms should be included in this particular activity:
Note! The activity forms that are not included in a specific activity through form filtering will still be downloaded to the app even though they will not be shown in the activity.
However: if your company has chosen to show “Forms” in the app menu, all forms in the activity will still show under Forms in the app. You can avoid this by selecting “Hide in Forms in App” for each form, or by unpublishing them. This will hide the forms in Forms for all users – also Admins – but they will still be included in the activities they are relevant for.
- In the tab Attachments, you can add attachment files that will be available to all activity users. See Managing: 5.6 Adding attachments to a task.
- In Assignees, you add users for this activity by clicking on the names below.
The added user will be shown with a light green color (as shown above) until the activity is saved. All saved users have a dark green color. You can select or deselect the option to notify new assignees of this activity via mail. The default setting for this option (on or off) is set in the Activity Template Editor, see Managing: 6.6 Defining Settings for a task template. The task template can also have task state settings where users are automatically added or unassigned as various task states are reached. The users you specify here will be the ones to be included in the first state of the task. If the user you wish to assign is not already registered in Zegeba, press Add by email, enter the email address and press [Add]. You will then be notified that a Activity User with this address will be created and will get a signup email. Press [Send Signup Email] to accept, then [Save Changes] to save the new user.
The new Summary tab gives an overview of the entries and selections you have made in the first four tabs: You can press any of the pencil icons to change your selections.
- The new Summary tab gives an overview of the entries and selections you have made in the first four tabs:
You can press any of the pencil icons to change your selections.
Press [Save changes] when you’re done.
Creating a new activity by copying an existing one
- In the Activities screen, press the Copy activity icon of the activity you wish to copy.
- A Copy Activity window will open, with the same information as in the Edit Activity Details (pictured further up), but with two changes:
– The activity state is now the first default state, often called NEW
– There are no users assigned to the activity including assigning new users, and press [Save changes]. The activity will now be listed on top of the activity list.
Edit all the details you wish to change, including assigning new users, and press [Save changes]. The activity will now be listed on top of the activity list.
Creating a new activity from a context
If you can create a new activity from the Context Builder. See Managing: 7.2 Creating and copying contexts for more information on this.
