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About Activity Assignment

Activities created using activity templates can be automatically assigned to:

  • The employee who is specified in the template.
  • The employee who uses activity templates to create the activity. (This assignment is usual in a sales situation.)
  • No employee. (This assignment is recommended when Assignment Manager is used to assign the activity.)

Table 57 shows how the values in the Employee and Category fields of the activity record in the Activity Template Details list determine the assignment.

Table 57. Employee and Category Values for Activity Assignment
If the Employee Is...
and the Category Is...
Then the Activity Is...

NOT NULL

Any value
(NULL or NOT NULL)

Assigned to the employee who is specified in the Employee field of the template.

NULL

Field Engineer Activity
Repair Activity,
Preventive Maintenance, or Other

Not assigned. The Employee and Owner fields are blank in the created activity.

NULL

Not Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other

Assigned to the employee who creates the activity (by applying the activity template).

Activities created directly in the Activities screen are similarly affected by the Category value. If the Category value is changed to Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other, then the values of Owner and Category fields are deleted and set to NULL when the record is saved.

      
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