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Creating an activity type

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Activity type is an entity intended for categorization of the newly created or updated activities. It allows defining properties and behaviour for an activity. 

To create an activity type, please complete the steps below:

  1. Navigate to {your_instance_url}/list/wf_activity_type
  2. Create New, fill in the fields and click Save.

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  1. Navigate to {your_instance_url}/list/wf_activity_type_exit;
  2. Click New, fill in the fields and click Save.
Tip

The easier way to create activity type exits is described below:

  1. Navigate to {your_instance_url}/list/wf_activity_type
  2. Click on the activity type name for which you need to create an exit;
  3. In the Workflow Activity Type Exit related list, click New;
  4. Fill in the fields and click Save.


Activity type exit form fields

FieldDescription
NameActivity type exit name.
DescriptionActivity type exit description.
Exit conditionSpecify a trigger condition that must be met to exit the activity.
OrderSpecify the exit order on the activity block. The order is defined in ascending order, and exits are displayed on the activity block from the upside-down depending on their order.