Create a Layout for Booking an Activity

Use the Book new activity option in the Activity section of the Screens page to create a layout for booking an activity.

1. Click Configuration > User Types.
2. Select the user type for which you want to add a layout for booking a new activity.
3. In the Access settings section of the General tab, select the Web Application check box under Access.
4. Under the Activity section and click Book new activity.
   The Visual Form Editor opens.
5. Drag-and-drop the fields that you want on the Book new activity page.
   You must have Activity type (aworktype) field. However, you cannot add file type of fields or properties, tabs, and the Time slot field.
6. Select the visibility settings for all the fields.
7. Click Submit.
   The layout is saved.
8. Add the Book (create) activity button to the Activity Details Visual Form Editor:
   1. Under the Activity section and click Activity Details.
   2. Drag and drop the Button element.
   3. Click the element and then click the pencil icon in the Standard action screen field.
   4. Select Book (create) activity and click OK.
   5. Click Save.
      If you want mobile workers to reschedule existing activities, add the Book (reschedule) activity button.