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## Activity Fields Use the Task Edit page to add a task or update details for an existing task. Use the Appointment Edit page to add an appointment or update details for an existing appointment. Use the Call Edit page to update the details of an existing planned call. The Edit pages show the complete set of fields for a task or appointment. TIP: You can also edit the activities on the Activities List page and on the Appointment, Task, and Call Detail pages. For more information on updating records, see Updating Record Details. NOTE: Company administrators can customise Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help. The following table provides additional information regarding some fields available on the Task and Appointment Edit page. For more information about the fields available on the Call Edit page, see Tracking Visits (Sales Calls) to Customers. NOTE: If the Activity record type is configured in mixed mode or book mode, then the Delegated Flag field must not be present on the appointment, task, and call detail page layouts, otherwise an error occurs when you try to save the appointment, task, or call.
Field | Description
--- | ---
Account | Account linked to this activity.
Appointment Reminder | The length of time before the appointment start time that reminders about the appointment are to be sent. Reminders are sent to the appointment owner and to each user in the list of users on the appointment, if the Activity Notification field settings at user level or at company level allow activity reminders to be sent to the user. For information about the Activity Notification field, see Setting Your Default Calendar View. For information about the format and content of the reminders that are sent to users, see About Activity Reminders. If you leave the Appointment Reminder field blank, then no reminders are sent for the appointment. NOTE: If you change the specified length of time for the reminder for an existing appointment, then the change applies to the reminder for all users on the appointment. The Appointment Reminder field does not appear on the Appointment Detail page by default in the standard application, but your administrator can add the field to the page layout for your role.
Approval Status | The approval status of the record when the task is created. This field does not appear by default. Company administrators can add this field to the Activity page layout. Company administrators can use this field to assist in tracking record approvals for Partner Relationship Management. This field can be populated as part of a workflow. For more information on the Create Task workflow, see Creating Workflow Actions: Create Task. For more information on configuring Partner Relationship Management, see Oracle CRM On Demand for Partner Relationship Management Configuration Guide.
Call Result | The result for the activity type Birthday Call, Referral Call, or Review Call, such as No Reach, Appointment, Stay in Touch, or Dead File. When you enter a value in this field it becomes read-only.
Campaign | The campaign that is linked to this activity.
Comments | This field contains comments about the activity. It has a limit of 250 characters.
Completed Date | The date and time when the activity was completed. For tasks, this field is automatically populated when the Status field is set to Completed or the Mark as Completed button is clicked. For appointments, if the Completed Date is left blank, it is automatically set to the same value as the End Time field when the appointment is created and saved. If the Completed Date field is not configured as a read-only field, then you can enter a date in this field that is different from the end date for the appointment. However, if you later change the value in the End Time field, then the value in the Completed Date field is also automatically changed to the new value in the End Time field. Also, changing the date in the Completed Date field does not result in the Completed check box for the appointment being selected, or the Status field being set to Completed, even if the new date is in the past. The Completed Date field can never be left blank on appointments because Oracle CRM On Demand uses this field to determine which appointments to include in the Open Activities and Open Appointments lists that appear in several areas in Oracle CRM On Demand. If you clear the value from the Completed Date field on an appointment, then Oracle CRM On Demand automatically resets the field to the same value as the End Time field.
Completed | For tasks, this check box is automatically selected when the Status field on the task is set to Completed. For appointments, this check box is not selected automatically when the Status field on the appointment is set to Completed.
Primary Contact | Primary contact linked to this activity. For companies using the Group feature, this contact is the Primary Contact on the Calendar views.
Delegated By | The user who delegated the activity to another owner. If the Delegated By field is blank when you assign the activity to another owner, then your name automatically appears in the Delegated By field after the activity is reassigned. However, if the Delegated By field is already populated with the name of a user, then the field is not automatically updated when you reassign the activity. If necessary, you can manually update the field so that it shows your name or the name of any other user. Changes to the Delegated By field are not audited by default.
Description | Additional information about this activity. Limit of 16,350 characters.
Due Date | Date this task is due (applies only to tasks).
End Time | The date and time the appointment concludes (applies only to appointments). Defaults to today’s date and 1:00 p.m. Oracle CRM On Demand automatically updates this field, using the start time and duration of the appointment. If you leave the Completed Date field on an appointment blank, then the Completed Date is automatically populated with the value from the End Time field. If you change the value in the End Time field, then the value in the Completed Date field is also automatically changed to the new value in the End Time field.
Lead | Lead linked to this activity.
Location | Place where the appointment takes place (applies only to appointments).
Opportunity | Opportunity linked to this activity.
Owner | The owner of the activity record. Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.
Priority | The priority level, such as 1-High, 2-Medium, or 3-Low. The priority level applies only to tasks. The default value is 3-Low. If the Priority field is not a required field for tasks in your company, then you can create a task with a null value in the Priority field. However, if the Priority field is set to a non-null value when a task is created or updated, then you cannot later change the Priority field for that task to a null value, even if the Priority field is not a required field. NOTE: If your company administrator changes the display values for the Priority field from the default values (for example, from the default value of 1-High to a value of Highest), then Oracle CRM On Demand does not display arrows in the Priority field for the task lists unless your company administrator uses the following patterns: 1-label, 2-label, or 3-label, where label is the name that your company administrator gives to the task priority. In this case, Oracle CRM On Demand displays an up arrow for 1-label, no arrow for 2-label, a down arrow for 3-label, and no arrow for any other display values. For example, Oracle CRM On Demand displays an up arrow for a value of 1-My Highest, but it displays no arrow for a value of My Highest. Oracle CRM On Demand displays no arrows for any custom values that your company administrator adds to the picklist for the Priority field. For more information about changing the default values for picklists, such as the Priority field, see Changing Picklist Values.
Private | If the Private check box is selected, then the activity record is not visible by default to other users, even if the activity is linked to a record that is visible to others. However, the activity record might be visible to some users. Users who have the View Private Activities privilege and the Can Read All Records setting for the Activity record type enabled in their user role have visibility to all activities that are marked private, regardless of the owner of the activity. The View Private Activities privilege does not allow a user to update or delete an activity that is marked private and is owned by another user. Users who have the Delete Any Activity privilege and the Can Read All Records setting for the Activity record type enabled in their role can delete activities that they do not own or activities that are marked private. Typically, the Delete Any Activity and View Private Activities privileges are given to company administrators only.
Reject Reason | Indicates why an item was returned or rejected. This field does not appear by default. Company administrators can add this field to Activity page layout. Company administrators can use this field to assist in tracking record approvals for Partner Relationship Management. This field can be populated as part of a workflow. For more information on the Create Task workflow, see Creating Workflow Actions: Create Task. For more information on configuring Partner Relationship Management, see Oracle CRM On Demand for Partner Relationship Management Configuration Guide.
Service Request | Service request linked to this activity.
Start Time | Date and time the appointment starts (only applies to appointments). Defaults to today's date and 12:00 p.m.
Status | The status of the task or appointment, for example, Completed, Deferred, In Progress, Waiting For Someone Else, or Not Started. NOTE: Administrators can edit the Status picklist and add new values or update the existing values, if their role includes the Customise Application - Edit Activity 'Status' Picklist and Customise Application privileges. For information on customising picklist values, see Changing Picklist Values. CAUTION: Adding or editing the values that are available by default in the picklist for the Status field for the Activity record type might produce unwanted results for activity processing. Oracle CRM On Demand specifically looks for the Completed, Submitting, Submitted, or Planned field values when it processes activities. If your company deactivates these status values and replaces them with custom values, then the activity processing in the Oracle CRM On Demand application will not work as documented. Consequently, changing the Status field picklist values for the Activity record type is not recommended.
Subject | Title or short description of this activity.
Sub Type | The object type of the approval. This field does not appear by default. Company administrators can add this field to Activity page layout. Company administrators can use this field to assist in tracking record approvals for Partner Relationship Management. This field can be populated as part of a workflow. For more information on the Create Task workflow, see Creating Workflow Actions: Create Task. For more information on configuring Partner Relationship Management, see Oracle CRM On Demand for Partner Relationship Management Configuration Guide.
Task Reminder | The date and time at which reminders about the task are to be sent. Reminders are sent to the task owner and to each user in the list of users on the task, if the Activity Notification field settings at user level or at company level allow activity reminders to be sent to the user. For information about the Activity Notification field, see Setting Your Default Calendar View. For information about the format and content of the reminders that are sent to users, see About Activity Reminders. If you leave the Task Reminder field blank, then no reminders are sent for the task. NOTE: If you change the date or time for the reminder for an existing task, then the change applies to the reminder for all users on the task. The Task Reminder field does not appear on the Task Detail page by default in the standard application, but your administrator can add the field to the page layout for your role. NOTE: If you change the due date for a task, the Task Reminder field is not updated automatically. If you want to change the date and time for the task reminder, then you must update this field manually.
Type | For both tasks and appointments, this field refers to a category, such as Approval, Birthday Call, Call, Correspondence, Demonstration, Email, Event, Fax, Lunch, Meeting, Personal, Presentation, Other, Referral Call, Review Call, or To Do.
Activity | This read-only picklist field refers to the type of activity, namely Task, Appointment, Automated Task, COD Activity, or Smart Call. NOTE: This field does not appear on default Activity page layouts, such as Task page layouts, or Appointment page layouts, and so on.

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.