Creating activities in the app
This topic introduces the functional and operational part of the activities module on mobile, starting with activity creation.
The following content covers creating activities manually, that is, through the activity creation form.
Important: before proceeding, make sure you are familiar with the concepts covered in this module's Introduction.
Activity creation form
The activity creation form contains fixed fields and dynamic fields configured according to the activity type. The fixed fields are filled in first, and the dynamic ones are shown next, and may be divided into categories.
Important: to better understand fixed and dynamic fields, see the topic Editing activities in the app
Creating an activity
Next, you will need to choose the desired activity type:
In the activity list, click the Add button.
Click Activity Type.
Then, the available activity types will be displayed, organized into categories. You can find a specific type using the search box, or by exploring the categories and subcategories.
After selecting the desired type and filling out the creation form, click the Save button to record the information.
Attention: only activity types compatible with the user's access profile will be displayed.