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Phone Call Activity

Phone Call Activity

This shape creates a Phone Call Activity in CRM.

This shape can optionally have a Page Form. This permits creating activity-based forms, which have all the fields necessary for carrying out this task by the user.

When the CRM activity is Marked as Completed, the process flow continues.

The mapping of the fields is as shown below:

CRM Field AgilePoint setting
Subject Subject property
Call From Sender property
Call To Recipient property
Phone Number Destination property
Direction CommunicationDirection property
Description TaskDescription property
Regarding RegardingEntityId & RegardingEntityType properties
Priority Priority property
Due TimeSpan property
Owner OwnerID property, and if this is not set, then the Participant property
Other fields Set using the ActivityProperties property

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
CommunicationDirection Communication Direction
Destination This is the Phone Number of the call with the Recipient. It could be a static or dynamic value.
EmbededHeight Embeded Height
ExistingActivityId Existing Activity Id
OwnerID [DEPRECATED]Owner ID
PageForm Page Form
Recipient Recipient
RegardingEntityID Regarding Entity ID
RegardingEntityType Regarding Entity Type
SaveCrmActivityIdTo [DEPRECATED] Save CRM Activity Id To
SaveCrmActivityFieldsTo Save CRM Activity Fields To
Sender Sender
Subject Subject
TaskDescription Task Description

Other Common Properties

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

Actions

See Actions