Activity Query Profiles

Activity query profiles are assigned to the Activity profile to define which activity queries a group of employees have access to.

Create activity query profiles

To create a query profile,

  1. Select Application Setup > Activities Setup > Activity Query Profiles.
  2. Click Create .
    • To create a new profile based on another profile’s settings select the profile and click Edit . On the Edit page, select Save as new named entity and enter a new name for the duplicate query profile.
    • To edit or delete a profile, select it, and click Edit or Delete .
  3. For new profiles, enter a unique name (required) and description.
  4. Select “Use activity queries with mobile and InTouch devices” to allow employees who use devices to more easily to find and select activities.
    • Important: This option replacesthe ability to manually enter activity names in forms or scan activity bar codes at the devices.
  5. If you are creating or editing a profile, complete the following steps:
    1. Move queries in or out of the "Selected Queries" list so that the list contains the queries for this profile.
    2. Use the up and down arrows to order queries for display in drop-down selection boxes. When users access a page that uses activity queries, the first query in the list automatically executes.
    3. The “My Recent Activities” query in the list shows the last 10 activities that the user selected. The query does not include activities with a status of “Complete,” “Canceled,” or “On Hold.” Avoid creating an activity query profile that contains only the "My Recent Activities" query. The query will be used by default and if the user does not yet have a history of selecting activities, the search continues indefinitely and must be cancelled.
  6. The System Defined checkbox indicates queries included with the system.
  7. Use the Query Access Level drop down, select from the following options:
    1. All Activity Levels- provides ability to view all levels of a queried activity.
    2. Lowest Activity Level- provides ability to view only the lowest activity level of a queried activity.
  8. Enable or disable the Activity Details At All Levels checkbox:
    1. Disable the Activity Details At All Levels checkbox to display Activity Details for only the lowest level of the Activity.
    2. Enable the Activity Details At All Levels checkbox to display Activity Details at all levels of the Activity.
    Note: By default, Activity Details At All Levels is enabled.
  9. Click Save .

Pre-configured activity query profiles

The Activities product provides the following pre-configured activity query profiles:

Query profile name

Description and Purpose

All Queries

Description: Initially contains only the All Activities query (see Create activity query profiles). As you create activity queries, the system automatically adds them to the All Queries profile.

Purpose:

Used to assign access to all activity queries in the system to appropriate managers. To assign the query profile to a manager, associate it with the manager’s activity profile. See

Create activity query profiles

. Used as a template for creating other query profiles that contain a large subset of all activity queries in the system.

Default Profile

Description: Contains the All Activities query (see Pre-defined activity queries). You can edit this profile to contain queries that are more suitable in a default profile.

Purpose: Automatically assigned to activity profiles when you create them. You can change the assignment to another activity query profile in the system.

All Queries profile settings

Name — All Queries

Description — All Queries

Selected Queries — < All queries currently defined in the system>

Default Profile settings

Name — Default Profile

Description — Default Profile

Selected Queries — All Activities