Activity Properties

The table in this section describes the Properties available for the Activity Object.

Before reading the descriptions in this topic, see Using Property Tables in Talisma Client Help.

The text "TBA" in the last column of the table refers to Talisma Business Administrator.

Properties

The Properties list contains system Properties. When an Activity is created, these values are set automatically.

Property (* indicates that the Property is mandatory)

Description

Value Updated by (Talisma/User)

 

Property Can be Edited/Deleted in TBA

 

External SIS ID

A unique identifier for the corresponding Activity in the SIS.

Cannot be edited or deleted

Name*

The name of the Activity.

The value in this Property is identical to the Subject Property of the child Object (Interaction).

Cannot be edited or deleted

Activity Assigned to

The Talisma Client User to whom the Activity is assigned.

Cannot be edited or deleted

Team

The Team for which the Activity is created. By default, the Team is the Primary Team set for the User

Cannot be edited or deleted

Created By

The owner of the Activity. By default, the User who creates the Interaction is the owner.

 

Cannot be edited or deleted

Interaction

The ID of the Interaction associated to the Activity.

Cannot be edited or deleted

Activity type

The medium of communication used for the related child Object (Interaction).

Cannot be edited or deleted

Subject

The Subject of the Activity is identical to the Subject Property of the related child Object (Interaction).

This property is updated when the Subject of the related Object item changes.

Cannot be edited or deleted

Date completed

Date on which the Interaction is closed.

Cannot be edited or deleted

Priority

The Priority of the Activity corresponds to the Priority set for the related Interaction.

The value of this Property is updated when the corresponding Property of the related child Object (Interaction) changes.

Cannot be edited or deleted

State

State of the related Interaction. This Property value is updated from the related Interaction.

Cannot be edited or deleted

Status

Current status of the Activity. The Status of the Activity corresponds to the Status of the related Interaction.

This Property value is updated from the related Interaction.

Cannot be edited or deleted

Contacts

The Contact associated with the Interaction related with the Activity.

This property value is updated from the related Interaction.

Cannot be edited or deleted

Communication last updated

The date and time of the most recent communication of the Interaction.

Cannot be edited or deleted

Activity created on

The date and time when the item was created.

Cannot be edited or deleted

Activity last updated

The date and time of the most recent operation on the Interaction associated with the Activity.

When the related Interaction is updated, the Activity gets updated concurrently.

Cannot be edited or deleted

Due date

The date and time when the Activity is scheduled to end.

Cannot be edited or deleted

Source system

The source system in which the Activity originated.

CRM: Indicates that the Activity is created in Talisma.

External: Indicates that the Activity is created after synchronization of information between Talisma and the SIS.

Cannot be edited or deleted