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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 |
| OwnerID | [DEPRECATED]Owner 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
Actions
See Actions