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Service Activity

Service Activity

This shape creates a Service 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 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
Service RequiredAttendees property
Regarding RegardingEntityId & RegardingEntityType properties
Priority Priority property
Owner Participant property. When Participant is a Queue, OwnerID property
Description TaskDescription 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
EmbededHeight Embeded Height
ExistingActivityId Existing Activity Id
PageForm Page Form
RegardingEntityID Regarding Entity ID
RegardingEntityType Regarding Entity Type
SaveCrmActivityIdTo [DEPRECATED] Save CRM Activity Id To
SaveCrmActivityFieldsTo Save CRM Activity Fields To
Service This sets the Service associated with this activity.
It should be the ID of a Service entity.
Subject Subject
TaskDescription Task Description

Other Common Properties

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


See Actions

Disclaimer of warranty

Disclaimer of warranty