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Task Activity

Task Activity

This shape is used for creating a CRM Task activity. The Task Owner will be the User/Team that the task is assigned to (i.e. Participant), and the Regarding field will be the Main Entity of the process.

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 task is Marked as Completed in CRM, the process continues to next steps.

The mapping of the fields is as shown below:

CRM Field AgilePoint setting
Subject Subject property
Description TaskDescription property
Regarding RegardingEntityId & RegardingEntityType properties
Priority Priority property
Due TimeSpan property
Owner the Participant property . When Participant is a Queue, OwnerID 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
SaveCrmActivityFieldsTo Save CRM Activity Fields To
SaveCrmActivityIdTo [DEPRECATED] 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