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titleSummary

Activity Type Actions are similar to Workflow Actions, except that they are defined at the Activity Type level rather than at the Workflow level. These actions are offered to users as part of the Quick Actions menu next to a Workflow Button.


Feature Overview

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Activity Type Actions allow behavior to be attached to a specific Activity Type. These behaviors can be made available regardless of the Create Activity Workflow Step, and can also act on Activity Definitions with a completed Workflow.

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titleCommon Use Cases
  • Course Renewals - in some cases, renewing a Course means creating an entirely new Activity Definition. In that case, a "Copy" action can be set up that automatically copies data from the original course into the new one, preparing it to be edited and submitted for renewal.


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cqllabel in ( "activity-types" , "activity-type-actions" )

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