Activity

The activity object contains information about activities for a record.

Activities are created regarding records in Current RMS, for example regarding an organization in People & Organizations or regarding an opportunity. Use the activity object to access activities related to a record on a document layout or discussion template.

Current automatically creates activities for contacts, users, vehicles, and venues when they are allocated to a service booking on an opportunity. These activities are created with the type “Task” and are regarding the opportunity that the service booking is on.

Objects that return activities

Activity objects are always accessed within a forloop that iterates for each activity. You may use:

activities

Returns all activities. For example, from a member document layout:

{% for activity in member.activities %}
  {{ activity.subject }}
{% endfor %}

pending_activities

Returns activities that are pending, i.e. not completed. For example, from a member document layout:

{% for activity in member.pending_activities %}
  {{ activity.subject }}
{% endfor %}

service_activities

Returns automatically created service booking activities. For example, from a member document layout:

{% for activity in member.service_activities %}
  {{ activity.subject }}
{% endfor %}

Service booking activities are only created for contacts, users, vehicles, and venues so the service_activities forloop will only return activities for document layouts or discussion templates created against these modules.

Document layouts

The activity object can be accessed in document layouts created against the following modules:

Member

{% for activity in member.activities %}
  {{ activity.subject }}
{% endfor %}

Opportunity

{% for activity in order.activities %}
  {{ activity.subject }}  
{% endfor %}

Quarantine

{% for activity in quarantine.activities %}
  {{ activity.subject }}
{% endfor %}

Discussion templates

The activity object can be accessed discussion templates created against the following modules:

Organization

{% for activity in organisation.activities %}
  {{ activity.subject }}
{% endfor %}

Contact

{% for activity in contact.activities %}
  {{ activity.subject }}
{% endfor %}

User account

{% for activity in user.activities %}
  {{ activity.subject }}
{% endfor %}

Venue

{% for activity in venue.activities %}
  {{ activity.subject }}
{% endfor %}

Opportunity

{% for activity in opportunity.activities %}
  {{ activity.subject }}
{% endfor %}

Quarantine

{% for activity in quarantine.activities %}
  {{ activity.subject %}
{% endfor %}

activity_status_name

Returns the activity status name.

• Canceled

• Concluded

• Postponed

• Scheduled

Input

{{ activity.activity_status_name }}

Output

Scheduled

activity_type_name

Returns the activity type name.

• Call

• Email

• Fax

• Holiday

• Letter

• Meeting

• Task

Input

{{ activity.activity_type_name }}

Output

Call

completed?

Returns true if the activity is completed; false otherwise.

Input

{{ activity.completed? }}

Output

false

completed_at

Returns the date and time that the activity was completed.

Input

{{ activity.completed_at }}

Output

2021-02-07 16:00:00 +0000

description

Returns the activity description.

For service booking activities, the order description and the related opportunity item description are pulled through.

Input

{{ activity.description }}

Output

Please give this lovely customer a call to collect feedback on the their last booking.

ends_at

Returns the date and time that the activity ends.

Input

{{ activity.ends_at }}

Output

2021-04-24 16:00:00 +0100

for_service?

Returns true if the activity is for a service booking; false otherwise.

Input

{{ activity.for_service? }}

Output

false

location

Returns the value of the activity’s “location” field.

For service booking activities, the opportunity delivery address is set as the location.

Input

{{ activity.location }}

Output

Conference Room B

opportunity_item

Returns opportunity item objects for activities that are automatically created for service bookings. The objects relate to the opportunity item for the service booking.

Input

{{ activity.opportunity_item.description }}

Output

Setup of the kit.

pageOpportunity items

opportunity_item_asset

Returns opportunity item asset objects for activities that are automatically created for service bookings. The objects relate to the opportunity item asset for the service booking.

Input

{{ activity.opportunity_item_asset.status_name }}

Output

Confirmed

pageOpportunity item assets

owner

Returns user objects with information about the user who owns the purchase order.

Input

{{ activity.owner.name }}

Output

Michael McGovern

pageUser

participants

Returns contact, organization, user, vehicle, or venue objects for participants of the activity.

Input

{% for participant in activity.participants %}
  {{ participant.name }} - {{ participant.type }}
{% endfor %}

Output

Michael McGovern - Contact

pageContact

priority

Returns a number 1-5 for the activity’s priority. 1 is one star; 5 is five stars.

Input

Priority: {{ activity.priority }}<br>
{% for i in (1..activity.priority) %}
  ⭑
{% endfor %}

Output

3
⭑ ⭑ ⭑

regarding

Returns objects for the record that the activity is regarding. This may be:

• Organization

• Contact

• User

• Venue

• Vehicle

• Product

• Service

• Quarantine

• Purchase order

Input

{{ activity.regarding.name }}

Output

Happy Ever After Wedding Planners

starts_at

Returns the date and time that the activity starts.

Input

{{ activity.starts_at }}

Output

2021-04-24 14:00:00 +0100

subject

Returns the activity subject.

Input

{{ activity.subject }}

Output

Feedback call

time_status_name

Returns the activity time status.

• Free

• Busy

Input

{{ activity.time_status_name }}

Output

Free