Reference Guide

You can use preconfigured Standard Layouts without configuring Activity Reports.

In this section:

Configure Activity Report pages for each required Activity record type.

Activity Layout Settings

The following field sets are specified for the CT CPG Activity object.

  • Activity List is used for displaying available activities for the current user;

  • Visit, Event, Time Off, Joint Visit is used for displaying the main section with all detailed information about the open Activity record;

    • Visit is intended to track CT Products on the point-of-sales, objectives, and tasks.

    • Event is intended to track meetings, participants, and meeting expenses.

    • Time Off is used to track the representative’s vacancies, holidays, and time offs.

    • Joint Visit is intended to estimate the representative’s skills using the preconfigured questionnaire and based on their activities.

  • Joint user activities is used for displaying the required user’s open activities to relate one of them to the Joint Visit record.

  • Joint Activities List and VisitOnMap are not in use.

If needed, create a new record type with the appropriate field set or customize the configured field sets.

Basic Actions for Activity

By default, the New, Edit, and View buttons on the tabs, for example, the Calendar or Activities tab, related to the CT CPG Activity object redirect users to the standard pages instead of Activity Report pages.

  • StandardLayout is responsible for displaying a standard page, where fields are set up within the page layout customization;

  • ActivityReport is responsible for displaying the Visualforce page with the corresponding field set and customized related tabs, e.g., the Company Products or Event Members.

Override the button action if you want to use the Activity Report pages.

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