ActivityType | ActivityType | PickList | | Which capture form opens when the executive works the activity. The list on the form offers the delivered values. Some are older names that open a renamed capture: Checklist opens the pre-visit checklist (Previsit), Photo Capture opens the Customer KYC capture (selfie, OTP and a shop photo), Returns Pickup opens Return Pickup, Time & Expense opens Time & Expenses, and Custom Form opens the create form of the record type named in Object Name. An empty or unrecognised value opens a simple start-and-complete form. Values: Checklist, Take Order, Digital Signature, Photo Capture, General Task, Stock Check, Payment Collection, Returns Pickup, Merchandising Audit, Asset Verification, Competitor Capture, New Outlet Registration, Parts Consumption, Meter Reading, Proof of Delivery, Time & Expense, Barcode Scan, Safety Compliance, Schedule Follow-up, Lead Capture, Log Case, Custom Form, Product Demo, Generate Invoice, Delivery Fulfillment, Service Order Execution, Generic Component. |
ChecklistTemplateId | Checklist Template | Lookup → ChecklistTemplate | | The checklist the activity runs when its Activity Type is Checklist. It is copied onto the visit's activity record when the activity is first worked. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DashboardURL | Dashboard URL | LongMultiLineText | | Stored but not used: no visit screen reads it. |
Description | Description | Text | | Free-text notes for administrators. It is not shown to the executive. |
Duration | Duration (Mins) | Number | | Planned minutes for the activity. Defaults to 0. The mobile day-end summary adds up the durations of a visit's activities to judge whether the executive stayed long enough (at least half the planned time). The task card shows the entry's Task Duration, not this value. |
FieldName | Field Name | Text | | The visit field that holds the id of the record the activity is bound to, for example AccountId for the visited customer, read together with Object Name. Generic Component opens that record in its Form Layout, and a visibility rule in UI Props reads its field from that record instead of from the visit. Copied onto the visit's activity record when the activity is first worked. |
FieldValue | Field Value | Text | | For Lead Capture, Log Case, Custom Form and Generic Component activities it can hold a layout id: when it contains one and Form Layout is empty, that layout opens instead of the record type's default create form. Copied onto the visit's activity record when the activity is first worked. |
FormLayoutId | Form Layout | ExternalId | | The layout that Lead Capture, Log Case, Custom Form and Generic Component activities open instead of the record type's default create form. Generic Component needs it. It is on no delivered form; Field Value can hold the layout id instead. |
Id | Id | Guid | Yes | |
IsHidden | Is Hidden | Boolean | Yes | Takes the activity out of use without deleting it. A hidden activity is not shown on visits where it has not been worked yet and is left out of the day-end scores. On a visit where it was already worked, it stays visible. A task whose activities are all hidden is not shown. |
IsMandatory | Is Mandatory | Boolean | Yes | Makes the activity compulsory. Mandatory activities are listed first in the task, must be completed in sequence before the task's optional activities unlock, count towards the mobile day-end must-do score, and on the mobile app block ending the visit as Productive while pending. The flag is read live from the template, so changing it also affects visits already in progress. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The activity name the executive sees on the activity row. It is copied onto the visit's activity record when the activity is first worked, so later renames reach only visits on which it has not been worked yet. If Name is empty, the row is titled Activity. |
ObjectApiName | Object Api Name | Text | | An alternative to Object Name, used only when Object Name is empty. |
ObjectName | Object Name | PickList | | The record type the activity works with. For Custom Form it is the record type whose create form opens. For Generic Component it is the record type whose layout opens. Together with Field Name it also names the record a visibility rule in UI Props is read from. Values: Delivery Order, Payment, Order, Account Stock. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordId | Record | Text, unique | | Not used by the visit flow. It must be unique across the tenant when filled in. |
RecordTypeId | Record Type | Guid, hidden | | |
RelatedActivityAction | Related Activity Action | PickList | | Stored but not used. The values Repeat By Value, Visible By Value and Enabled By Value are not acted on by the server or the visit screens. Values: Repeat By Value, Visible By Value, Enabled By Value. |
RelatedVisitTaskTemplateActivityId | Related Visit Task Template Activity | Lookup → VisitTaskTemplateActivity | | Stored but not used by the visit screens or the server. It was meant to pair with Related Activity Action, which is not acted on. |
ReportURL | Report URL | LongMultiLineText | | Stored but not used: no visit screen reads it. |
RequirePicture | Require Picture | Boolean | Yes | Stored but not used: no visit screen reads it. Each capture form decides its own photo requirements. |
SequenceNumber | Sequence Number | Number | | The position of the activity inside its task, lowest first. Defaults to 0. Mandatory activities are always listed before optional ones, each group in its own sequence order, and the lowest-numbered incomplete mandatory activity is the only one that can be worked until all mandatory activities are done. |
ShowDetails | Show Details | Boolean | | Stored but not used: no visit screen reads it. |
UIProps | UI Props | Text | | Optional visibility rule in JSON, for example {"visibleWhen": {"field": "FieldX", "equals": "Value"}}. The activity then shows only when that field is ticked (or equals the value) on the bound record named by Object Name and Field Name, or on the visit when no Field Name is set. A record that cannot be read hides the activity; malformed JSON is ignored. It is on no delivered form. |
UniqueIdentifier | Unique entifier | Text, unique | | An optional external key, for example for an integration. It must be unique across the tenant. Nothing in the visit flow reads it. |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
VisitTaskTemplateEntryId | Visit Task Template Entry | Lookup → VisitTaskTemplateEntry | | The task (template entry) the activity belongs to. Filled in when the activity is added from the entry's Related tab. |
