Activities: Fields and Description

Field	Description
Activity Title	Enter the name for the work activity. It lets the users know what they have to do in this activity.
Description	Enter the description for work activity. It helps you provide some additional information or instructions to assist the user in performing this work activity.
Form Template	Select a form template from the dropdown list. Configure a form template that you want to use to capture work activity details. The users must submit the configured form to complete the work activity.
Enable Approval Flow	You can see a checkbox under this column when you configure a form template that is configured with the approval process. The form will be sent for approval when the user completes the work activity.
Save directly on Cloud
Activity Type	Select the type of activity from this dropdown. You can see the below activity types in this dropdown. User: The activity needs to be performed by the employees manually when you select this activity type. You can assign the work activities manually or automatically based on the configuration. System: The activity will be performed by the system without anu manual intervention when you select this activity type. It can be either performed manually or by the system. Decision Bot: There is no manual intervention required to perform a decision bot activity. The activity gets executed by the Decision Engine (Drools). The data is populated automatically onto the configured form fields. Refer to the Decision Providers for more information. Data Provider Bot: There is no manual intervention required to perform a decision bot activity. The activity executes automatically. The work gets completed through API calls. The response from the API call gets reflected in the form fields based on the configuration. Refer to the Data Provider Bot for more information. External Activity:This activity type lets you enable the external users to perform the work activity without logging into the Effort. The external users get email or SMS with a link based on configuration. The users need to click on the link and complete the work activity. Code Bot
Clone Form Activity
Form Submission re-use	Select a new or pre-populated form for an activity performed for the work processes. To load a blank form when the activity work process is initiated select Create Blank Form Submission option To load a pre-populated form with the data select Reuse Previous Form Submission Data option
Delete icon	It is used to delete the work activities.

Activity Title

Enter the name for the work activity. It lets the users know what they have to do in this activity.

Description

Enter the description for work activity. It helps you provide some additional information or instructions to assist the user in performing this work activity.

Form Template

Select a form template from the dropdown list. Configure a form template that you want to use to capture work activity details. The users must submit the configured form to complete the work activity.

Enable Approval Flow

You can see a checkbox under this column when you configure a form template that is configured with the approval process. The form will be sent for approval when the user completes the work activity.

Save directly on Cloud

Activity Type

Select the type of activity from this dropdown. You can see the below activity types in this dropdown.

User: The activity needs to be performed by the employees manually when you select this activity type. You can assign the work activities manually or automatically based on the configuration.
System: The activity will be performed by the system without anu manual intervention when you select this activity type. It can be either performed manually or by the system.
Decision Bot: There is no manual intervention required to perform a decision bot activity. The activity gets executed by the Decision Engine (Drools). The data is populated automatically onto the configured form fields. Refer to the Decision Providers for more information.
Data Provider Bot: There is no manual intervention required to perform a decision bot activity. The activity executes automatically. The work gets completed through API calls. The response from the API call gets reflected in the form fields based on the configuration. Refer to the Data Provider Bot for more information.
External Activity:This activity type lets you enable the external users to perform the work activity without logging into the Effort. The external users get email or SMS with a link based on configuration. The users need to click on the link and complete the work activity.
Code Bot

Clone Form Activity

Form Submission re-use

Select a new or pre-populated form for an activity performed for the work processes.

To load a blank form when the activity work process is initiated select Create Blank Form Submission option
To load a pre-populated form with the data select Reuse Previous Form Submission Data option

Delete icon

It is used to delete the work activities.