Siebel Applications Administration Guide > Activity Plans and Sales Methods >

Creating an Activity Template

You use the Activity Templates view of the Administration - Data 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

1. Navigate to the Administration - Data screen > Activity Templates view.
2. In the Activity Templates list, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Sales Stage	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 and Auto Trigger is selected, the activity template is used to automatically populate the Activity Plan view for that opportunity. For information about creating sales stages and methods, see Defining a Sales Methodology.
   Type	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.
   Sales Method	When the sales stage is selected, the Sales Method field is automatically filled in.
   Public	There is no logic associated with this field. You may choose to use it in conjunction with workflows and search specifications.
   Auto Trigger	If you are creating a template of type Opportunity, select this field to have the activity plan automatically generated for opportunities with this sales stage.

3. Click the Activity Template Details view tab.
4. In the Activity Templates Details list, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Type	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.
   Duration	The time needed to complete the activity. This field determines the end time for the activity.
   Lead Time	The lead time for the activity.
   Lead Units	Units of time to measure the lead time of the activity.
   Employees	User names of the people who are to perform the activity. See About Activity Assignment.
   Alarm	Whether an alarm should go off when it is time for the activity.
   Category	See About Activity Assignment.
   Lock Assignment	Whether the Employees field should be locked so that assignment cannot be changed by Assignment Manager. (Assignment can still be changed manually, for example, by the administrator.)
   Required	This check box indicates that the activity must be completed. This is for information only; there is no associated code.
   Display In	Choose to display the activity in the Calendar screen, the Activity screen, or in both. This field is not displayed by default.
   Breakable	This is an input parameter to Siebel Scheduler. For more information, see Siebel Field Service Guide.
   Lock Schedule	This field is used for service activity templates. For more information, see Siebel Field Service Guide.
   Work Time	This field is used for service activity templates. For more information, see Siebel Field Service Guide.

5. Create a new activity template detail record for each activity associated with the activity template.