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Working with Activity Lists

The list of records that you see in the Activity List page depends on how you access the page, as follows:

  • If you access the Activity List page directly from the Calendar pages, the list shows all open activities assigned to you.
  • If you access the Activity List page from a record Detail page, the list shows either the open activities or completed activities linked to the record.

    Activities shown in the Open Activities list accessed from a record Detail page include the following:

    • All linked appointments to which you have visibility and on which the completed date and time are later than the current date and time.
    • All linked tasks to which you have visibility and on which the completed date is blank.

      By default, the records in the Open Activities list are sorted by the Completed Date field. Records where the Completed Date field is blank appear at the bottom of the Open Activities list. Therefore, open tasks appear at the bottom of the Open Activities list, after all open appointments. The Completed Date field is not displayed in the Open Activities list that you access from record detail pages by default, but your company administrator can add the field to the list.

      Activities shown in the Completed Activities list accessed from a record Detail page include the following:

    • All linked appointments to which you have visibility and on which the completed date and time on the appointment are earlier than the current date and time
    • All linked tasks to which you have visibility and on which the completed date and time are earlier than the current date and time

NOTE: Visibility in the Activity List page is limited to those records where your name appears in the Owner field, the Delegated By field, or in the list of users.

From the Activity List page, you can create new activities or review multiple activities at a glance. You can edit fields inline on the Activity List page. You can also select an activity to review, update, or delete. For more information on updating records, see Updating Record Details.

If you access the Activity List page from the Calendar pages, you can use the drop-down menu to switch to another activities list. The drop-down menu contains both standard lists distributed with the application and custom lists for your company.

NOTE: If your company administrator added you to a group, a Group Tasks tab appears on your calendar pages.

The following table describes what you can do from the Activity List page.

NOTE: If you access the Activity List page through a record Detail page, some of these features may not be available.

To do this

Follow these steps

Add activities to books or remove activities from books

On the Activity List title bar, click Menu, and select Batch Assign book. Complete the steps described in Assigning Records to Books.

Create a new list of activities

On the Activity List title bar, click Menu, and select Create New List. Complete the steps described in Creating and Refining Lists.

Create a task

On the Activity List title bar, click New Task. On the Task Edit page, enter the required information and save the record.

Create an appointment

On the Activity List title bar, click New Appointment. On the Appointment Edit page, enter the required information and save the record.

Delete all records from the list

On the Activity List title bar, click Menu, and select Batch Delete. Complete the steps described in Deleting and Restoring Records.

NOTE: Users who have the Delete Any Activity privilege in their role can delete activities that they do not own or activities that are marked private. Typically, the Delete Any Activity privilege is given to company administrators only.

Export the list

On the Activity List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.

Find an activity (task or appointment)

Click the Subject column header to sort the data. Then click a letter in the alphabet bar. For activities beginning with numbers, click 0-9.

Manage all the activities lists

On the Activity List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.

Refine the search criteria for the list

On the Activity List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.

Show more/fewer records

In the Number of records displayed drop-down list at the bottom of the page, select a number of records to see at one time.

Update a group of activity records at once

On the Activity List title bar, click Menu, and select Mass Update. Complete the steps described in Updating Groups of Records.

Update an activity

Edit fields inline on the Activity List page or select the activity to open the Details page. For more information on updating records, see Updating Record Details.

View a subset of activities (tasks or appointments)

On the Activity List title bar, click the drop-down list and change the selection (Completed Tasks, Open Tasks, My Tasks, or My Appointments).

View all activities (tasks and appointments)

On the Activity List title bar, click the drop-down list and select All Activities.

 

Standard Activity Lists

The following table describes the standard lists.

Activity List

Filters

Completed Tasks

Tasks that have a completed date in the past

Delegated Tasks - Completed

Tasks that you created and assigned to other users and that have a completed date in the past

Delegated Tasks - Open

Tasks that you created and assigned to other users and that have a blank completed date or a completed date in the future

Delegated Tasks - Overdue

Tasks that you created and assigned to other users and that are overdue

My Activities

All of your activities, including tasks and appointments

My Appointments

All of your appointments

My Daily Calls

Referral calls, review calls, or birthday calls to make today

My Open Tasks

Your tasks on which the Completed check box is not selected and that are due to be completed in the next 90 days

My Tasks

All of your tasks

My Weekly Calls

Referral calls, review calls, or birthday calls to make this week

Open Activities

Combined list of:

  • Tasks assigned to you that have a blank completed date or a completed date in the future
  • Future appointments that are assigned to you

Open Tasks

Tasks on which the Completed check box is not selected and that are due to be completed in the next 90 days

Planned Calls

Your planned calls

NOTE: This list is specific to Oracle CRM On Demand Life Sciences Edition.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.