How Can We Create Activity Step Types And Copy Activity Steps from Activity Templates to Activities? (Doc ID 554182.1)

Last updated on FEBRUARY 07, 2017

Applies to:

Siebel Life Sciences Field Service - Version 7.8.2.5 SIA [19227] and later
Siebel Field Service - Version 7.8.2 [19213] and later
Siebel CRM - Version 7.8.2 [19213] and later
Information in this document applies to any platform.

Goal

The customer had the following two questions:

Q1. Is there somewhere in the application where we can see all of the activity steps and edit them if needed.

Q2. Can we create a new template for the activity steps which will copy the activity steps automatically to the activity based on the Activity Type.

Solution

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