Configure Default Activity Search

Salespeople access tasks and appointments in the Activities tab from other objects such as opportunity and leads. A search Show filter determines the default list of activities that display when a user lands on a page.

You can configure the default set of records by modifying a lookup type. The available values for Activity search types are Open Activities, Completed Activities, and All Activities. To change the default search:

  1. Navigate to the Manage Standard Lookups task in Setup and Maintenance.

  2. Search for the ORA_ZMM_ACTIVITY_FILTER_TYPE lookup type.

  3. Set the order of the default values to the order in which you want them to appear in the Show filter.

    The application displays the first one by default, followed by the second one, and then the third one.

Note: You can't add, delete, or change the end date of values provided in the list.