How Can We Create Activity Step Types And Copy Activity Steps from Activity Templates to Activities?
(Doc ID 554182.1)
Last updated on MAY 05, 2021
Applies to:
Siebel Life Sciences Field Service - Version 7.8.2.5 SIA [19227] and laterSiebel 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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In this Document
Goal |
Solution |