Managing badges for activities

Activity badges are icons that visually indicate information about the details and properties of activities. For example, the Has Reminder badge indicates that a reminder is set for the activity, and the Recurring Item badge indicates that the activity recurs on a regular schedule. Activity badges display in the activity banner.

Create and manage activity badges in the Badges tab on the Document Codes page in NexJ Admin Console. There are two types of activity badges:

• Occurrence badges
  Display for the currently selected activity. The default occurrence badges are:

  The badge icons in the Admin Console appear differently in the Application Foundation Layers (AFL) UI.

  
  

  Badge icons as displayed in Admin Console	AFL UI badge icons	Name	Description
  		Recurring Item	Indicates an item that occurs repeatedly
  		Customized Recurring Item	An occurrence of a recurring item which differs from the series
  		Has Reminder	Indicates item has a reminder time set for user
  		Has Attachment	Indicates additional material in support of the item
  		Has Campaign	Item has a related campaign
  		Private	Indicates item security is not public
  		Has Related Business Process	Not applicable to v9.2+
  		Open Service Requests	Indicates there is an open service request related to this item
  		Has Lead	Indicates item has a lead
  		Has Call Record	Indicates an existing call record for an item
  		Has Parent Opportunity	Indicates item has a related parent opportunity
  		Has Product Opportunity	Indicates item has a related product opportunity

  
  

• Series badges
  Display for all activities in the series to which the currently selected activity belongs. The default series badges are:

  Badge icons as displayed in Admin Console	AFL UI badge icons	Name	Description
  		Has Lead	Indicates item has a lead
  		Has Attachment	Indicates additional material in support of the item
  		Private	Indicates item security is not public
  		Has Reminder	Indicates item has a reminder time set for user
  		Has Opportunity	Indicates item has an associated opportunity
  		Open Service Requests	Indicates open service requests for an item
  		Has Campaign	Indicates item has an associated campaign
  		Recurring Item	Indicates an item that occurs repeatedly

  
  

Adding activity badges

Add activity badges to create a visual representation of specific details and properties for activities.

To specify conditions for activity badges, knowledge of the Scheme programming language and the ActBadge class is required.

To add an activity badge:

1. Navigate to the Badges tab on the Document Codes page.

2. In the Occurrence Badges or Series Badges subtab, click the Add button . The Add Badge Configuration dialog opens.

3. In the Description field, enter a description of the badge. The description displays only in NexJ Admin Console.

4. In the Tooltip Text field, enter a descriptive name for the badge. The name displays in a tooltip when a user hovers their cursor over the badge in NexJ CRM.

5. In the Icon field, specify an icon to display for the badge in NexJ CRM. To choose an icon:

   1. In the Icon field, click the Select button . The Select Icon dialog opens.

   2. Select an icon to use for the badge, then click OK. The Select Icon dialog closes.

6. In the Expression field, write an expression in Scheme code for the conditions that an activity must satisfy for the badge to display in the activity's details. 
   The expression is relative to the ActBadge class. For example, use the expression (= (@ act isRecurring) to display the badge on tasks and schedule items that are set to recur.

7. Select Active to activate the badge in NexJ CRM.

8. In the Reference Name  field, enter a reference name for the badge.

9. Click OK. The Add Badge Configuration dialog closes.

The badge is created. If Active is selected, the badge now displays for activities.

Rearranging activity badges

Rearrange activity badges to change the order in which they display in the Badges list.

To rearrange activity badges:

1. Navigate to the Badges tab on the Document Codes page.

2. In the Occurrence Badges or Series Badges subtab, select the badge to rearrange, then click the Up or Down  buttons to move the badge up or down in the list.

The badges are rearranged.

Editing activity badges

Edit activity badges to change badge properties such as the icon, tooltip text, and expression.

To specify conditions for activity badges, knowledge of the Scheme programming language and the EntityBadge class is required.

To edit an activity badge:

1. Navigate to the Badges tab on the Document Codes page.

2. In the Occurrence Badges or Series Badges subtab, select the badge to edit.

3. In the Detail zone, click the Edit button . The Edit Badge Configuration dialog opens.

4. Make your changes to the badge.
   

   A red asterisk indicates required fields.

   
   

5. Click OK. The Edit Badge Configuration dialog closes.

The badge is edited. If Active is selected, the modified badge now displays for activities.

Deleting activity badges

Delete activity badges when you no longer need them.

To delete an activity badge:

1. Navigate to the Badges tab on the Document Codes page.

2. In the Occurrence Badges or Series Badges subtab, click the Action button   for the badge you want to delete, and click the Delete button .

The badge is deleted and no longer displays for applicable activities.