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Creating Activity Templates

Activity templates are created by an administrator and are blueprints for sets of activities. Activity templates can be invoked by end users to create activity plans.

This task is a step in Process of Managing Promotions Deductions.

To create Activity plan templates

  1. Navigate to the Administration - Data screen > Activity Templates view.
  2. In the Activity Templates list create a new record.
  3. From the Type field drop down list, choose the appropriate value.
  4. Click the Activity Template Details view tab, and create new records as necessary.

    For more information about creating activity templates, see the Applications Administration Guide.

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