CT Mobile Control Panel 2.0: Activities

  • This tab is available only if the Calendar module is added to the app menu.

  • After removing the Calendar module from the app menu, all its settings, as well as settings in the Activities tab, will be deleted.

The Activities tab is intended to configure objects, which are used in the Calendar module of the mobile app. The tab has the following sections:

ctm control panel activities

Start/Finish Functionality

If enabled, the mobile user can start and finish an activity using the additional logic that may be applied to a started activity.

If you have a CT Mobile Workflow using the Start or Finish buttons, the additional functionality listed below will be disabled even if these settings are applied.

Capture Geolocation when Activity is Started

If enabled, geolocation data on the Account and Activity objects will be collected in the Account Geolocation Field or Account Full Address Field according to selection and in the Geolocation Field.

Update Start/End Date When Starting/Ending Activity

If enabled:

  • Tapping the Start button will update the value in the Start Date field of the Activity record.

  • Tapping the Finish button will update the value in the End Date field of the Activity record.

Allow to Leave Unfinished Activity

If enabled, the mobile user will be able to leave the started Activity record and then come back to finish the Activity record.

Lock Activities for Editing after Finishing

If enabled, a record of the Activity object will be available for editing only after tapping the Start button. Tapping the Finish button will lock the record for any modifications.

Calendar Activities

Specify one or more Activity objects.

  • Click ctm control panel new add icon to add and customize the required Activity object, such as Activity, Task, Event, and custom Activity objects.

  • Click ctm control panel new remove icon small to remove the required Activity object and its settings.

Fields Mapping

Start Date Field

Specify the API name of the field with the Date or Date/Time type that contains information on the start date of the Activity record.

End Date Field

Specify the API name of the field with the Date or Date/Time type that contains information on the end date of the Activity record.

"IsDone" Field

The API name of the field on the Activity object is used as an additional attribute showing that the Activity is finished. The field is used when the Start/Finish functionality is enabled.

Geolocation Field

If the Capture Geolocation when Activity is Started option is enabled, specify the API name of the field with the Geolocation type where the geolocation data of the Activity record will be written.

Activity Copying

This functionality will be available in the future releases of the CT Mobile Control Panel.

Specify fields that should be copied while copying activities in the Calendar module of the mobile app.

ctm control panel activities copy settings

Fields to Copy

  • All: all fields of an activity will be copied.

  • Custom: select below fields to copy.

Click Save to apply new settings.

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