Create an activity
When setting up an automation, you can use the Create an activity action to automatically generate a new activity when the automation is triggered. On this page, you will understand which fields need to be filled in for this action and how the activity type configuration defines these requirements.
Accessing the Create an activity action
Open the main menu, select the Activities module, click on Settings, and then on Activity types.
Open the desired activity type and go to Automations.
Create a new automation or click Edit on an existing automation.
In the Actions block, click + Add and, under Action type, select Create an activity.
Understanding the action fields
The action configuration modal is divided into blocks:
Action type*: the action to be performed, in this case, Create an activity.
Action execution: under Execution mode, set how often the activity will be created (for example, Once).
Activity to be created: under Association type, set how the new activity relates to the source activity (for example, Sub-activity), and under Activity type*, choose which activity type will be created.
After choosing the activity type, the fields for the new activity are displayed, such as Title/Subject, Due date, and Description, among others.
Which fields are mandatory
The only mandatory field in any situation is Activity type, marked with an asterisk (*). It defines which of the other fields must be filled in.
Other fields: Title/Subject, Due date, Description, or any other, are only mandatory in the action if they are configured as mandatory in the selected activity type itself. In that case, they appear with an asterisk (*) and must be filled in to save the action.
If the activity type has no mandatory fields, you can save the action with only the Activity type selected, without filling in Title/Subject, Due date, or Description.
If the activity type has, for example, Title/Subject as mandatory, the Title/Subject field will appear with an asterisk, and the action can only be saved after it is filled in.
Saving the action
After filling in the fields, click Save. If any mandatory field is left blank, the system displays the message Unable to add create activity action, listing which information was not provided. Fill in the indicated fields and click Save again.
Tip: to change which fields are required in the action, modify the activity type configuration under Activity type details, defining which fixed fields are mandatory. The action will automatically follow this configuration.