Associate activity groups and activity types to activity contexts

Add the activity groups and activity types that you created to an activity context, depending on who you want to display the information for.

Learn more about associating an activity group to an activity context from the following video tutorial.

Learn more about associating an activity type to an activity context from the following video tutorial.

Before you begin

Role required: admin

About this task

An activity context is the person or user who is interacting with the customer service agent. There are two predefined activity contexts: consumer and contact. Add the activity groups and activity types that you created to the activity context, depending on who you want to display the information for.

Procedure

1. Navigate to All > Customer Central > Customer History > Guided Setup.
2. Select Get Started under Activity Contexts.
3. Select Configure beside Activity Context Groups.
4. Open the contact or consumer record that you want to add your configuration to.
5. On the Activity Context Groups related list, select New.
6. Add the activity group.
7. On the Activity Context Types related list, select New.
8. Fill out the fields, as required.

   Table 1. Activity context types related list field description

   Field	Description
   Activity type	Add the activity type.
   Fetch from activities	Deselect Fetch from Activities if a business rule isn’t defined for this activity type.
   Filter conditions	Add filter criteria to apply filter conditions on the source table.
   Source mapping field	Select the field in the Source table that is related to the context.
   Context mapping field	Select the field in the Context table to map to the field selected in Source mapping field.
   Advanced mapping	Select Advanced Mapping and write a script in the Advanced mapping script field if the source and context mapping isn’t sufficient.

9. Select Submit.