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Applications Administration Guide > Activities, Activity Plans, and Assessments >
Creating an Activity Template
You use the Activity Templates view of the Applications Administration screen to create activity templates.
NOTE: For information about creating service activity templates using the Service Details view, see Siebel Field Service Guide.
To create an activity template without grandchild records
- From the application-level menu, choose View > Site Map > Application Administration > Activity Templates.
- In the Activity Templates list, create a new record and complete the necessary fields.
Some fields are described in the following table.
If you are creating a template of type Opportunity, select the sales stage with which you would like to associate the activity template. When the sales stage is selected, the Sales Method field is automatically filled in.When this sales stage (and sales method) are specified for an opportunity, the activity template is used to automatically populate the Activity Plan and Activity lists for that opportunity.For information about creating sales stages and methods, see Defining a Sales Methodology. Select the type that specifies where you would like the template to be available. For example, select Account if you want to use this template to create activity plans for accounts, or Milestone for TAS customer milestones.The choices in this drop-down list are configured by using the TEMPLATE_OBJECT_TYPE type in the List of Values. For more information, see Working with Lists of Values.- Click the Activity Template Details view tab.
- In the Activity Templates Details list, create a new record, and complete the fields.
Some fields are described in the following table.
The choices in this drop-down list are configured by using the TODO_TYPE type in the List of Values. For more information, see Working with Lists of Values.- Create a new activity template detail record for each activity associated with the activity template.
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Applications Administration Guide Published: 09 September 2004 |