Perform a basic activity configuration

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure activities to determine which records you want to retrieve from a table when certain conditions are met.

    Before you begin

    Role required: admin, sp_admin, or ESC admin

    Procedure

    1. Navigate to All > Employee Center > Activity Configuration.
    2. Click New.
    3. On the form, fill in the fields.
      For more information about the form fields and descriptions, see Activity Configuration form.
    4. Click Save or Submit.

    What to do next

    If you click Save, the Activity Configuration Details tab appears. Provide details for a basic activity configuration.

    Provide details for a advanced activity configuration. For more information, see Perform an advanced activity configuration.

    If you click Save, the Activity Configuration Details and Activity Access tabs appear.Restrict access to an activity. For more information, see Restrict access to an activity.