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Activity Type Actions

Activity Type Actions

Owned by Seth Petry-Johnson
Last updated: Mar 05, 2020

Summary

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

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.

Activity Type Actions are exposed through the same Quick Actions menu as Workflow Actions.


Common 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. 

  • Course Sessions - prior to Activity Offerings, course "sessions" were often modeled as separate Activity Definitions. Just like with Renewals, A "Copy" action can be used to clone one session and create a new one. In some cases, the root "Course" and its "Sessions" use different Activity Types. Activity Type Actions can copy data into a different Activity Type, making it possible to implement something akin to Offerings.

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