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This text refers to program version 8.5  

Create Menu - Workflow Activity

This page describes the 'Workflow Activity' function on the Create menu in the Person record window. If you are using iOS or Android, the 'Workflow Activity' function is on the + menu.

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The 'Workflow Activity' function allows you to create Activities from Person records. This can be useful if, for example, you need to schedule a call to a new Person.

To create an Activity from an Invoice, first open the Invoice in a record window and then select 'Workflow Activity' from the Create menu (Windows/macOS) or + menu (iOS/Android). The following window appears, allowing you to create a new Activity:

The new record will be opened in a window entitled 'Activity: Inspect'. This means that it has already been saved and is being opened for checking. The new Activity will contain the following information:
  • The Task Type will be To Do

  • The Symbol will be Other.

  • No default Activity Type will be offered.

  • The Start and End Dates of the Activity will be the current date, and the Start Time will be the current time.

  • The Person will be the current user. As the Task Type will be To Do, the Activity will be placed in the current user's Task Manager.
After amendment if necessary, save the record in the Activity register by clicking the [Save] button (Windows/macOS) or tapping √ (iOS/Android). You can then close it using the close box (Windows/macOS) or by tapping < (iOS/Android). Alternatively, if you no longer require the Activity, remove it using the 'Delete' function on the Record menu (which has a 'cog' icon if you are using iOS or Android). In either case, you will be returned to the Person window.

The Person and the Activity will be connected to each other in the Link Manager and Workflow Manager. When reviewing the Activity, you can return to the Person quickly and easily using the Link Manager in the Activity, while you can open the Activity from the Person using the Workflow Manager.

You must save a Person record at least once before you can create an Activity from it. This is to ensure that the links mentioned in the previous paragraph can be established.

The 'Activity: Inspect' window is fully described here.

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The Person register in Standard ERP:

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