Question

Location to Customize Activities Quick Add Functionality

Hello All!

I am trying to determine where to customize the Quick Add functionality to create a related Activity. I have attached a few screenshots to illustrate what I am talking about. In the Activities section, when you are on a specific Activity, there is a button with a flag and plus symbol. When you click this to add a related Activity, whether it is a Task, Call, or Email, the Result Details are copied to the new Activity and set as the Title/Subject on that new Activity. We are trying to change which field is copied to the Title/Subject, but I have been unable to determine where and/or how this value is being copied over to the new Activity.

Can anyone please point me in the right direction of where I need to look to customize this functionality?

Thank you!
Chris

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1 comments

The default values for a newly created related Activity are set in the defQuickAddActivityValuePairs method in the QuickAddMixin schema (https://prnt.sc/r3k57j). Please feel free to override this method in the replacing client module for ActivityPageV2 in order to modify the functionality.
There is an example below:

define("ActivityPageV2", [], function() {
    return {
        entitySchemaName: "Activity",
        attributes: {},
        modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
        businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
        methods: {
            
            defQuickAddActivityValuePairs: function() {
                var valuePairs = this.callParent(arguments);
                var newValuePairs = valuePairs.filter(item => item.name !== "Title");
                newValuePairs.push({
                            name: "Title",
                            value: "My new value"
                });
                return newValuePairs;
            }
        
        },
        dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
        diff: /**SCHEMA_DIFF*/[
        
        ]/**SCHEMA_DIFF*/
    };
});

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