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Dialog Activity

Dialog Activity

This shape is used in AgileXRM processes (not in AgileDialogs models) and can create any type of CRM Activity with an associated AgileDialog.

NOTE: The chosen Activity Type should have previously been Enabled in AgileXRM Administration.

When the activity is opened in CRM, the AgileDialog starts for the user to interact with.

When the AgileDialog is completed this activity is completed and the process continues.

Use this shape rather than one of the other CRM Activities shapes, when a single Page Form may not suffice or the user needs to be guided to complete the task.

Participants

The property ConfigureParticipants allows to set the Activity owner and (optionally) assign the activity to a queue, just clicking on the ellipsis button.

To see full configuration navigate to the Participants detailed section.

Shape-Specific Properties

Property Description
ActivityProperties Activity Properties
AfterSubmitAction After Submit Action
CreateProcessInstanceRecord Create Process Instance Record
Dialog Dialog
EmbededHeight Embeded Height
InParameters In Parameters
OutParamters Out Parameters
OwnerID Owner ID
RegardingEntityID Regarding Entity ID
RegardingEntityType Regarding Entity Type
SaveCrmActivityIdTo Save CRM Activity Id To
Subject Subject
TaskDescription Task Description

Other Common Properties

All shapes have many other common properties. Look them up here: Common Poperties

Actions

See Actions