Activity Information screen (Classic Work Center)

Shows the information for an activity.

Background and Setup

Prerequisites

How to Start

  1. Open the Process Viewer screen.

    For information about how to open this screen, refer to Process Viewer screen.


    Open Process Builder
  2. On the Process Viewer screen, click any activity.

    Click activity

Activity Information > Overview tab

Full documentation coming soon.

Figure: Activity Information > Overview tab

Activity Information Overview tab

Fields

Field NameDefinition

Name

Function:
Shows the technical name of the activity.
To Open this Field:
On the Activity Information screen, click the Overview tab.
Accepted Values:
Read only.

Display Name

Function:
Shows the display name of the activity.
To Open this Field:
On the Activity Information screen, click the Overview tab.
Accepted Values:
Read only.

Start Date

Function:
Shows the date and time the activity started.
To Open this Field:
On the Activity Information screen, click the Overview tab.
Accepted Values:
Read only.

Due Date

Function:
Shows the date and time that the activity is due to complete.
To Open this Field:
On the Activity Information screen, click the Overview tab.
Accepted Values:
Read only.

Completed Date

Function:
Shows the date and time the activity was Completed.
To Open this Field:
On the Activity Information screen, click the Overview tab.
Accepted Values:
Read only.

Activity Information screen > Participants tab

Shows the details of the participants that is associated with an activity..

Figure: Activity Information > Participants tab

Activity Information Participants tab

Fields

Field NameDefinition

User Name

Function:
Shows the name of the user assigned to the activity.
To Open this Field:
On the Activity Information screen, click the Participants tab.
Accepted Values:
Read only.

Status

Function:
Shows the status of the activity.
To Open this Field:
On the Activity Information screen, click the Participants tab.
Accepted Values:
Read only

Session

Function:
Shows the number of sessions the activity has Completed.
To Open this Field:
On the Activity Information screen, click the Participants tab.
Accepted Values:
Read only.

Assigned Date

Function:
Shows the date and time the activity was Assigned to a participant.
To Open this Field:
On the Activity Information screen, click the Participants tab.
Accepted Values:
Read only.

Completed Date

Function:
Shows the date and time the activity was Completed.
To Open this Field:
On the Activity Information screen, click the Overview tab.
Accepted Values:
Read only.

Actions

Function:
Shows an operation to perform on an assigned activity.
To Open this Field:
On the Activity Information screen, click the Participants tab.
Accepted Values:
  • Open Task Open Task icon - Opens the form or view for the selected task.
  • Reassign Task Reassign Task icon - You or any user from your tenant can reassign the task to a different user.