Fixed and dynamic fields for activities in the app
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Fixed and dynamic fields for activities in the app
Activities are always constantly changing, whether to update information or to fill in fields that were still empty; editing an activity is very simple. In this module, we will learn the behavior of all types of fixed and dynamic fields that can make up an activity.
Important rules! * If the field you want to change is configured on the web platform as: “not editable”, it will not be possible to edit it on the mobile platform. * A user's permission level determines whether you can or cannot change fields within an activity. * A user's permission level determines whether you can change any activity or only activities in which your user is defined as “responsible”.
Fixed field: Title/Subject
Changes the title of your activity.
Click on the area of the Title/Subject field to open its editing screen.
Type the desired title in the text field.
Save – Click the Save button to finish your editing.
Fixed field: Stage
Changes the stage of your activity workflow.
Click on the area of the Stage field to open its editing screen.
Search – Click the search field and type the name of the contract or unit you want.
Selection – Select the desired stage by clicking its area.
Save – Click the Save button to finish your editing.
Fixed field: Contract/Unit
This field associates a company unit or contract.
Click on the area of the Contract/Unit field to open its editing screen.
Search – Click the search field and type the name of the contract or unit you want.
Selection – Click the area of the desired contract or unit to select it.
Save – Click the Save button to finish your editing.
Fixed field: Person
This field associates a company person with your activity.
Click on the area of the Person field to open its editing screen.
Search – Click the search field and type the name of the person you want.
Selection – Click the area of the desired person to select them.
Save – Click the Save button to finish your editing.
Fixed field: Legal Document
This field associates a legal document with your activity.
Click on the area of the Legal Document field to open its editing screen.
Search – Click the search field and type the name of the legal document you want.
Selection – Click the area of the legal document to select it.
Save – Click the Save button to finish your editing.
Fixed field: Responsible
The Responsible field determines the user responsible for the activity.
Click on the area of the Responsible field to open its editing screen.
Search – Click the search field and type the name of the user you want.
Selection – Click the area of the desired user to select them.
Save – Click the Save button to finish your editing.
Fixed field: Priority
The Priority field determines the activity's priority level.
Click on the area of the Priority field to open its editing screen.
Search – Click the search field and type the name of the priority you want.
Selection – Click the area of the desired priority to select it.
Save – Click the Save button to finish your editing.
Fixed field: Status
Changes the status of your activity.
Click on the area of the Status field to open its editing screen.
Select the desired status by clicking its area.
Save – Click the Save button to finish your editing.
Fixed fields: Deadline
The Deadline field determines the date and time of the activity's due date.
Click on the area of the Deadline field to open its editing screen.
Day – When clicked, a floating modal opens so you can choose the desired day.
Time – When clicked, allows you to set specific hours and minutes.
Undefined – when enabled, the fields above are disabled and the deadline becomes undefined.
Save – Click the Save button to finish your editing.
Fixed fields: Planning start
The Planning start field determines the initial date of the activity planning.
Click on the area of the Planning start field to open its editing screen.
Day – When clicked, a floating modal opens so you can choose the desired day.
Undefined – when enabled, the fields above are disabled and the deadline becomes undefined.
Save – Click the Save button to finish your editing.
Fixed fields: Planning end
The Planning end field determines the final date of the activity planning.
Click on the area of the Planning end field to open its editing screen.
Day – When clicked, a floating modal opens so you can choose the desired day.
Undefined – when enabled, the fields above are disabled and the deadline becomes undefined.
Save – Click the Save button to finish your editing.
Fixed fields: Description and Notes
These are fields that complement the information in your activity; they have the same editing format.
Click on the area of the Description field to open its editing screen.
Click the text field and type the content you want to insert.
Save – Click the Save button to finish your editing.
Important Note! * When editing a field in online mode, the system automatically updates the activity form, bringing the new information to the mobile activity and synchronizing it simultaneously with the web platform. This way, you can follow your updates in real time regardless of the device you are using. * Dynamic field types can be easily identified; the field type is always described right below the field title on its editing screen.
Dynamic field of type: Single choice
This field allows the user to select only one option to fill in.
Click on the area of the Single choice field to open its editing screen.
Search – Click the search field and type the name of the option you want.
Selection – Click the area of the desired option to select it.
Save – Click the Save button to finish your editing.
Dynamic field of type: Multiple choice
This field allows the user to select one or more options to fill in.
Click on the area of the Multiple choice field to open its editing screen.
Search – Click the search field and type the name of the option you want.
Selection – Click the area of the desired option(s) to select them.
Save – Click the Save button to finish your editing.
Dynamic field of type: File
The file field is intended to attach a file to the activity.
Click on the area of the File field to open file addition.
Camera – allows adding an image in real time.
Gallery – allows selecting images or videos from the device gallery.
File – opens the device's file folder, allowing the selection of a file. Accepts traditional file formats.
Dynamic field of type: Digital Signature
The digital signature field allows the recording and documentation of a signature in the activity form.
Adding a signature:
Click on the area of the dynamic field type Digital Signature to open its editing screen.
Draw the signature in the highlighted area using your finger or a touch pen.
Clear – Click the Clear button to clear the signature drawn over the dotted area
Save – Click the Save button to finish your editing.
Dynamic field of type: ZIP Code
Specific field for recording and documenting ZIP code numbers.
Click on the area of the dynamic field type ZIP Code to open its editing screen.
Type the desired ZIP code number.
Save – Click the Save button to finish your editing.
Dynamic field of type: Person
Specific field for recording and associating customers registered in the system with the activity form.
Click on the area of the Person field to open its editing screen.
Search – Click the search field and type the name of the person you want.
Selection – Click the area of the desired person to select them.
Save – Click the Save button to finish your editing.
Dynamic field of type: Date
Specific field for recording and documenting dates in the activity form.
Click on the area of the Date field to open its editing screen.
Day – When clicked, a floating modal opens so you can choose the desired day.
Undefined – when enabled, the fields above are disabled and the deadline becomes undefined.
Save – Click the Save button to finish your editing.
Dynamic field of type: Date and time
Specific field for recording and documenting dates with times in the activity form.
Click on the area of the Date and time field to open its editing screen.
Day – When clicked, a floating modal opens so you can choose the desired day.
Time – When clicked, allows you to set specific hours and minutes.
Undefined – when enabled, the fields above are disabled and the deadline becomes undefined.
Save – Click the Save button to finish your editing.
Dynamic field of type: Time
Specific field for recording and documenting times in the activity form.
Click on the area of the Time field to open its editing screen.
Time – When clicked, allows you to set specific hours and minutes.
Undefined – when enabled, the fields above are disabled and the deadline becomes undefined.
Save – Click the Save button to finish your editing.
Dynamic field of type: Email
Specific field for recording and documenting email addresses.
Click on the area of the dynamic field type email to open its editing screen.
Type the desired email address.
Save – Click the Save button to finish your editing.
Dynamic field of type: Gallery
The gallery field is intended to allow uploading several files in a single action.
Click on the area of the dynamic field type Gallery to open its editing screen.
Camera – Click the “Camera” button to start inserting an image in real time.
Gallery – Click the “Gallery” button to access your device's image gallery.
Dynamic fields of type: Decimal Number, Integer, Monetary and Percentage
Numeric-type fields follow the same editing pattern and are essential for documenting information in activities.
Click on the area of the dynamic field type “Decimal number, integer, monetary or percentage” to open its editing screen.
Type the desired value in the field's value area.
Save – Click the Save button to finish your editing.
Important Note! Fields of the type: “percentage”, “decimal” and “monetary” have decimal places; the number of decimal places displayed in the field is configured through the web platform. Commas or periods are inserted automatically by the system according to the configured settings.
Dynamic field of type: Phone
Specific field for recording and documenting phone numbers.
Click on the area of the dynamic field type Phone to open its editing screen.
Country – Click to select the phone country
Type the desired phone number, always starting with the area code.
Tags – select one or more tags to associate with the phone number
Notes – provide notes about the phone to make it easier for other users to understand.
Save – Click the Save button to finish your editing.
Dynamic fields of type: Short Text and Long Text
Text fields are common in activity forms and allow free writing, with the long type offering a large number of characters that can be entered, while the short type offers fewer available.
Click on the area of the dynamic field type Text to open its editing screen.
Type the desired text in the field's text area.
Save – Click the Save button to finish your editing.
Dynamic field of type: User
The field has a simple search and is intended to associate a system user with an activity.
Click on the area of the dynamic field type User to open its editing screen.
Search – Click the search field and type the name of the user you want.
Selection – Click the area of the desired user to select them.
Save – Click the Save button to finish your editing.
