Overview

In the Manage Entity Activities card, you can assign specific forms as activities to entities. This functionality allows you to create, edit, and delete entity activities. Here, you can do the following activities:

  • Assign Forms as Activities: Link specific forms to an entity and configure them as activities that users can perform.

  • Create Entity Activities: Define new activities by selecting forms and assigning them to entities. This process involves specifying the activity name, selecting the relevant entity, and choosing the form to be used as the activity.

  • Edit Entity Activities: Modify existing entity activities to update form associations or change activity details.

  • Delete Entity Activities: Remove activities that are no longer needed.