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Quick Activity Actions

Support to define quick activity actions for the records.
Each card supports defining of up to 3 quick activity actions. You can create the activity record defined in a single click from this view.
The quick create form that shows up comes pre-populated with the reference to the said record already set.
The activities to be supported can be defined in the configuration screen when setting up the component for a view, as shown in the screenshot below.
Make sure to type in the schema name of the activity types. You can also choose a custom activity type here.
For further queries, reach out to us at [email protected]
Last modified 10mo ago