Create Activity

Activity

This determine what type of activity you are creating

Type + Subject

Here you choose the type and the underlying subject of the activity

BP Code

the code of the business partner associated with the activity
The field supports:

•Dynamic syntax

•SQL:

Contact person code

Determines what contact person is used on the activity.

The contact person can be either the default contact person if no value is set, or the written value
The field supports:

•Dynamic syntax

•SQL:

NB: if no value is set default contact person will be used

NB: this is the value of the field 'CntctCode' in 'OCPR'

Assign to type

Here you choose what user type either user or employee that you assign the activity to.

Assign to id

The id of the user, employee or Recipient List that the activity is assigned to

The field supports:

•Dynamic syntax

•SQL:

NB: Due to SAPs internal rules, it is not possible to use a employee that is linked to a user

Remarks

This is the remarks of the activity.

The field supports:

•Dynamic syntax

•SQL:

Content

The you can write the more detailed description of the activity.

The field supports:

•Dynamic syntax

•SQL:

Closed

Indicate if the activity should be created with the closed-flag checked or not

Inactive

Indicate if the activity should be created with the inactive-flag checked or not

Personal

Indicate if the activity should be created with the personal-flag checked or not

Attachments

Open a Window where attachments can be added

The field supports:

•Dynamic syntax

•SQL:

•SQLMULTI:

Internal link type

The type you want to have a link to in the internal message

Internal link primary key

the primary of of the form you want to open with the internal link

The field supports:

•Dynamic syntax

•SQL:

•Dockey@ (NB: this does not work for all formtypes)

Reminder

Here you can indicate if the activity should be created with a reminder + the time before you are reminded.

Link document

Activities have the option to link data to them on the “Linked document” tab. If you check this option the report action will create a link to the source document provided it is a type supported by the activity window.

Schedule Type

Here you choose if you want to use the simple Schedule system or the Advanced Schedule Type

Simple Schedule Type

Advanced Schedule Type

In advanced mode you have to simple fields where you need to indicate that start date/time and end date/time of the activity. The output format need to be 'yyyy-MM-dd@HHmm' for both fields

Tip: If you leave the Start Field blank it will automatically be current date and time

Example 1:

If you want an activity to start at 1st of June 2020 @ 10:00 you write 2020-06-01@1000

Example 2:

If you from an Sales order Screen need an activity on the order's delivery date @ 9:00 you write $[$12.0.DATE]@900

Example 3:

If you want an activity to start at the next start of a month from the day you create the activity @ 10:00 you write $[StartOfNextMonth]@1000

(See all the special Date keywords here)

Example 4:

If you want to make the date based on SQL you as an example write SQL:SELECT CONVERT(VARCHAR(10), GETDATE(), 120)+'@1000'

(This resulting at a date of 10:00 on today's date)

Open Activity

Indicates if the activity should be opened after it is created