Using notifications as activities in Creatio helps streamline task management by providing real-time updates and reminders directly to users. This enables timely action, fosters better collaboration, and ensures tasks are completed efficiently, ultimately boosting productivity and improving project outcomes.

By following these steps, the user can configure how the Activity will appear, including its name and preset fields.

Set up the Activity notification

To set up an Activity notification, follow these steps:

1. Open the [Channel] tab in a record within the [Notification Master] section.
2. In the [Notification Channel] field, select [Activity].

The following fields will then appear on the page:

• Template: Enter the name of the Activity to be created. Click the [+] button to add simple macros based on the field values of the object.

• Detail [Activity Mapping]: Choose the fields that should be preset when the Activity is created.

  By clicking [Plus], a modal window will open with the following options:

  • Activity Field: Select the field from the Activity object that should be populated with a specific value.
  • Rule: Determine how the chosen Activity field should be filled. Available options include:
    • Value from object
    • Static value

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View Sent Activity Notifications

If the Notification Channel is set to Activity, an additional tab labeled [Activities] will appear on the page.

This tab displays information about the activities in Creatio that were created by this notification rule. Administrators can review details such as the number of activities, start date and time, subject, and status.

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