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:
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:
- Navigate to the Badges tab on the Document Codes page.
- In the Occurrence Badges or Series Badges subtab, select the badge to rearrange, then click the Upor 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:
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:
- Navigate to the Badges tab on the Document Codes page.
- 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.