Now that you have explored Activities Plus within your entities, as a system administrator, you can edit the defaults your team sees, as well as make adjustments to the columns by defining what columns are displayed in Activities Plus and in which order. You can also determine the default search fields for your organization.
Configure Columns in Activities Plus
To configure these settings, you'll go to Advanced Settings > Activities Plus Columns
On the settings for Activities Plus Columns, there is a list of Active Activity Plus Columns, that are currently part of Activities Plus. From here, you can add new columns, edit existing columns (including the order, filter and sort), or delete columns.
Each of the column items has several items that can be customized to tailor their appearance as it appears on the screen.
- Column Heading: Name the Activities Plus Column
- Column Width: Set the default width of the column in pixels
- Column Type: Choose the type of column to be displayed. There are two attribution types:
- Common Attribute - select an attribute that is common to all Activities
- Entity Specific Attributes - select an Activities Plus items that are used on a subset of Activities
- Display Order: Enter an ordinal to set the order of this column compared to others within Activities Plus. Columns are displayed in ascending order by default.
- Common Attribute or Entity Specific Attribute: Choose either the common or entity specific attributes from the dropdown list.
- Sort Column: This checkbox allows users to sort their Activities Plus list by this particular column.
- Sort Direction: If the column is sortable, choose to default the sort direction as Ascending or Descending.
- Save: Save the changes you make to your New Activities Plus Column.
With the new column created, you should now be able to see it in Activities Plus. Any further revisions can be done by editing Activities Plus.
More information on Entity Specific Attributes
If you choose the Column Type of Entity Specific Attributes, you will have additional work to do to complete the setup of your Activity Plus column. First, you must pick your Attribute Type. To do this, you will select a data type out of the list of available data types (like Date and Time, Look up, Option Set, etc.). Next you need to choose the Activity Plus Entity for the Activities Plus Column by clicking on the + symbol on the right side of the table.
- Shows in Column – This will default to the column you’ve defined.
- Activity Entity – This list will present the activity type the user wants to have displayed.
- Activity Field – This is a drop-down list that shows available Activities for the attribute type. This field can be left blank.
Setting Activity Plus Default Filter Values
Activities Plus Now allows for default values selection for the default date and user fields. These are the default dates and user fields that are available under the filter option for Activities Plus.
The User Filter will default to the Created By user and the Date Field will default to the Created On date for the Activity. System administrators can change the defaults in Advanced Settings. Individual users can override the default settings to create their own filter.
To change your firm's default filter criteria, go to Advanced Settings > Organization Settings.
Click on your organization Name to edit.
Under Activities Plus Default User, select from Owner (filter on the Owner of the record), Created By (filter on the user who Created the activity), and Modified By (filter by the user who last modified the activity).
Under Activities Plus Default Date Field, select from Created On (Date activity was created), Modified On (date activity was last modified), Scheduled Start (specified Scheduled Start date of activity), Scheduled End (specified Scheduled End date of activity), and Actual Start (Actual Start Date of activity).
Be sure to click Save.
These will then be your organization's default filter options for Activities Plus. However, users can override the defaults to create their own filters as needed.
