Editing external assets and activities

You can edit an existing external asset and its activities.

Note: If you change an asset type's activities, past activity values don't change. If, for example, you change the name of an activity from "Signed Up" to "Registered," previous instances are listed as "Signed Up." Future instances are listed as "Registered." Gather data under current as well as future names if you want to capture historical as well as current values.

To edit an external asset and its activities:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..

  2. Click External Activities in the Database Setup section.

  3. Click on a currently existing asset type in the left panel. The asset details will appear in the right panel.

  4. Type a new name in the External Asset Type field.

    Note: If you rename an External Asset Type, you also need to go into the response rules to update the type. Learn more about response rules.

  5. Click Delete An image of the Delete icon. next to the Image Iconto remove the image. Click the check box and select a new image.

  6. Edit the list of external activities as needed:

    • To delete an activity, click an activity, then click Delete An image of the Delete icon..
    • To rename an activity, double-click it, then type in a new name.
    • To add an activity to the list, click Add An image of the Add button., then rename the activity that appears.
  7. Click Save.

Learn more

External assets and activities

Creating external asset types and activity types