One activity definition under a VisitTaskTemplateEntry (visitTaskTemplateEntryId): the designer-authored spec a runtime VisitTaskActivity is instantiated from. activityType picks the capture kind; checklist activities point at a CheckListTemplate (checklistTemplateId) and can route their answers via checklistStorageTarget; entity-form activities name their target entity (objectName) and can override the create layout (formLayoutId). isMandatory activities gate the other activities within their task on mobile; isHidden ones are never surfaced at runtime.
Fields
| Field | Label | Type | Required | What it does |
|---|
ActivityType | ActivityType | PickList | | 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 | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DashboardURL | Dashboard URL | LongMultiLineText | | |
Description | Description | Text | | |
Duration | Duration (Mins) | Number | | |
FieldName | Field Name | Text | | |
FieldValue | Field Value | Text | | |
FormLayoutId | Form Layout | ExternalId | | Create-layout override for entity-form activity types (Lead Capture, Log Case, Custom Form): the mobile drawer opens this layout instead of the target entity's default Create layout when set. |
Id | Id | Guid | Yes | |
IsHidden | Is Hidden | Boolean | Yes | |
IsMandatory | Is Mandatory | Boolean | Yes | Mandatory activities gate the other activities within their task on the mobile execution screen - optional ones unlock once the first required activity is done. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | |
ObjectApiName | Object Api Name | Text | | |
ObjectName | Object Name | PickList | | Designer-authored target entity for entity-form activity types - the record kind the rep's capture creates. Drives the Custom Form type, which has no fixed entity of its own. Values: Delivery Order, Payment, Order, Account Stock. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordId | Record | Text, unique | | |
RecordTypeId | Record Type | Guid, hidden | | |
RelatedActivityAction | Related Activity Action | PickList | | Values: Repeat By Value, Visible By Value, Enabled By Value. |
RelatedVisitTaskTemplateActivityId | Related Visit Task Template Activity | Lookup → VisitTaskTemplateActivity | | |
ReportURL | Report URL | LongMultiLineText | | |
RequirePicture | Require Picture | Boolean | Yes | |
SequenceNumber | Sequence Number | Number | | |
ShowDetails | Show Details | Boolean | | |
UIProps | UI Props | Text | | |
UniqueIdentifier | Unique entifier | Text, unique | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
VisitTaskTemplateEntryId | Visit Task Template Entry | Lookup → VisitTaskTemplateEntry | | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | EditInline | Edit in page. |
EditInList | Edit | EditInline | Edit in List Header |
New | New | New | New |
