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. For information about creating service activity templates using the Service Details view, see Siebel Field Service Guide.

This task is a step in Process of Administering and Using Activity Plans.

To create an activity template without grandchild records

1. Navigate to the Administration - Data screen, then the 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, then select the sales stage with which you want to associate the activity template. When the sales stage is selected, the Sales Method field is automatically populated. 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 a value that specifies where you want 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	Displays a value when the sales stage is selected.
   Public	Ignore this field. There is no logic associated with it. You might choose to use it in conjunction with workflows and search specifications.
   Auto Trigger	If you are creating a template of type Opportunity, then select the check box to have the activity plan automatically generated for opportunities with this sales stage.

3. Navigate to the Activity Template Details view.
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	Select a value for the type of activity template. 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	Select the time needed to complete the activity. This field determines the end time for the activity.
   Lead Time	Type the lead time for the activity.
   Lead Units	Select the units of time to measure the lead time of the activity.
   Employees	Select the user names of the people who are to perform the activity. For more information, see About Activity Assignment.
   Alarm	Select the check box to indicate an alarm sounds when it is time for the activity.
   Category	Select the category for the activity. For more information, see About Activity Assignment.
   Lock Assignment	Select the check box to indicate the Employees field is locked so that assignment cannot be changed by Assignment Manager. (Assignment can still be manually changed, for example, by the administrator.)
   Required	Select the check box to indicate that the activity must be completed. This field is for information only; there is no associated code.
   Display In	Select a value to display the activity in the Calendar screen, the Activity screen, or in both screens.
   Breakable	Select the check box to indicate breaks are permitted during the activity. This field is an input parameter to Siebel Scheduler. For more information, see Siebel Field Service Guide.
   Lock Schedule	Select the check box to lock the schedule for the activity. This field is used for service activity templates. For more information, see Siebel Field Service Guide.
   Work Time	Type the work time for the activity. 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.