Bookshelf Home | Contents | Index | Search | PDF

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

1. From the application-level menu, choose View > Site Map > Application Administration > Activity Templates.
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, 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.
   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.

3. Click the Activity Template Details view tab.
4. In the Activity Templates Details list, create a new record, and complete the 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 in minutes needed to complete the activity.
   Lead	The lead time for the activity.
   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.
   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.
   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. If it is unlocked, the Assignment Manager can reassign it.
   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.

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

Bookshelf Home | Contents | Index | Search | PDF