In order to configure what limetypes that can be created through the plus icon in the header of the web client you go to “Creatable Limetypes” and add the database name of the limetypes according to the picture below.

When you are done - press the “Save” button.

Note!

Please observe that the configuration needs to follow the exact indentation in order to work.

In order to configure the activity types you go to the view editor and write “activity” and “types” and then “Get view”. The window below will show.

The configuration consist of a number of sections:

  • Option key (“customervisit” in the example above). This is the optionkey for the corresponding history type.
  • Localized templates. Under the section “templates” you can specify how the activity should be presented in the activity feed in different languages (english, danish, norwegian, swedish and finish). For each language, separated with the language code according to the example, it's possible to rank the order in how the activity should be presented. It is also possible to use field codes for person and user. This means that _PERSON_ will be changed to the connected persons name in the activity feed, while _USER_ will be changed to the name of the user who created the activity.

The example above means that if the activity is connected to both a USER and a PERSON, the first sentence will show in the activity feed. If the activity only is connected to a USER, the second sentence will be shown in the activity feed, and if the activity isn't connected either a USER or PERSON, the third sentence will be shown.

  • Title. This section corresponds to the title when selecting the activity type. The title is localized depending on language.

When finished editing the view, you press “Save view”.

Note!

Please observe that the configuration needs to follow the exact indentation in order to work.

The configuration of activity types according to the example above results in the activity “Customer visit” in the activity feed as the one below in english.

  • Last modified: 6 years ago
  • by Magnus Fagerlund