Bookshelf v8.1/8.2: Category Field

The Category field for an activity in the Service Details view in the Activity Templates view of the Administration - Data screen determines the following information for the activity that is generated from the activity template:

Child Records

If the value in the Category field is Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other, then any child records for the activity in the activity template, such as records for activity steps or assignment skills, are created for the activity that is generated from the activity template.

If the Category field is blank or a value other than the values listed in the previous paragraph, then no child records for the activity in the activity template are created for the activity that is generated from the activity template.

Service Activity Assignment

The values in the Category field and Employees field of an activity record determine the user assigned to the activity. Table 5 describes the determination of this assignment.

Table 5. Employees and Category Field Values for Activity Assignment
Employees Field Value	Category Field Value	Activity Assignment
NOT NULL	Any value (NULL or NOT NULL)	Assigned to the employee who is specified in the Employees field of the activity template.
NULL	Not Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other	Assigned to the employee who created the activity by applying the activity template.
NULL	Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other	Not assigned. The Employees field and Owner field are blank in the created activity. NOTE: It is recommended that you use this assignment when you use Assignment Manager to assign the activity.

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