Editing external assets and activities

You can edit an existing external asset and its activities.

Good to know:

  • 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.
  • If you rename an external activity type, any response rules associated to that type will need to be updated. Learn more about response rules.

To edit an external asset and its activities:

  1. Click SettingsAn image of the Settings menu icon, which is represented by a black cog. and then click External Activities in the Database Setup section.
  2. Search for and select the asset type you want to update:
    • In the classic UI, select the asset type and make your changes in the right panel.
    • In the Redwood experience, select the asset type. Click the actions menu and then click Edit.

  3. Edit the list of external activities as needed:

    • To delete an activity, in the classic UI, click the activity, then click Delete An image of the Delete icon.. In the Redwood experience, click .
    • To rename an activity, double-click it, then type in a new name.
    • To add an activity to the list, in the classic UI, click Add An image of the Add button., then rename the activity that appears. In the Redwood experience, click Add Activity and provide the activity name.
  4. Save your changes.

Learn more

External assets and activities

Creating external asset types and activity types