One data-capture step under a VisitTask (visitTaskId, with visitId denormalized): the runtime instance of a VisitTaskTemplateActivity (visitTaskTemplateActivityId). A generic multi-type row - activityType decides the mobile renderer (checklist via checklistTemplateId, entity-form captures like Lead Capture / Log Case / Custom Form, photo and merchandising-audit captures that feed shelf-vision evaluation, order taking, payment collection) and the typed value slots (textValue, numericValue, currencyValue, dateValue, booleanValue, geolocationValue, longTextValue, email, phone, url) hold what was captured. The service auto-flips Status to Completed when any captured value changes on a not-yet-completed row. Writes are gated to the assigned rep, including inserts, because the mobile client materializes template activities as inserts already in an execution state. Links created documents back via orderId, serviceOrderId, deliveryOrderId, invoiceId, paymentId and productDemoId.
Fields
| Field | Label | Type | Required | What it does |
|---|
ActivityName | Activity Name | Text | | |
ActivityType | Activity Type | PickList | | Picks the capture behavior and mobile renderer: checklist types work through checklistTemplateId, entity-form types (Lead Capture, Log Case, Custom Form) open a create form for the target entity, photo/merchandising types capture images that shelf-vision evaluation consumes, and order/payment types create business documents linked back to the activity. Values: Take Order, Checklist, Digital Signature, Photo Capture, General Task, Stock Check, Payment Collection, Returns Pickup, Merchandising Audit, Asset Verification, Competitor Capture, New Outlet Registration, Parts Consumption, Meter Reading, Proof of Delivery, Time & Expense, Barcode Scan, Safety Compliance, Schedule Follow-up, Lead Capture, Log Case, Custom Form, Product Demo, Generate Invoice, Delivery Fulfillment, Service Order Execution. |
BooleanValue | Boolean Value | Boolean | Yes | |
ChecklistTemplateId | Checklist Template | Lookup → ChecklistTemplate | | The questionnaire a checklist-type activity fills. Answers are stored as CheckListLine rows related to this activity by default, or to the visit's service order when the template activity routes them there. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
CurrencyValue | Currency Value | Currency | | |
Date | Date | TimeOnly | | |
DateTimeValue | Date Time Value | DateAndTime | | |
DateValue | Date Value | DateAndTime | | |
DecimalValue | Decimal Value | Number | | |
DeliveryOrderId | Delivery Order | Lookup → DeliveryOrder | | |
Duration | Duration | Calculated (calculated) | | |
Email | Email | Text | | |
EndTime | End Time | TimeOnly | | |
FieldName | Field Name | Text | | |
FieldValue | Field Value | Text | | |
FormLayoutId | Form Layout | ExternalId | | Create-layout override for entity-form activity types, copied from the template activity so runtime rows carry it too; absent means the target entity's default Create layout is used. |
GeolocationValue | Geo Location Value | Text | | |
Id | Id | Guid | Yes | |
InvoiceId | Invoice | Lookup → Invoice | | |
IsActivityCompleted | Is Activity Completed | Boolean | | |
IsDisabled | Is Disabled | Boolean | Yes | |
IsHidden | Is Hden | Boolean | Yes | |
LongTextValue | Long Text Value | MultiLineText | | Holds the full capture JSON stamped at completion (fields, lines, readings depending on the renderer), while textValue carries the short human summary. Parse it rather than treating it as free text. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | |
NumericValue | Numeric Value | Number | | |
ObjectName | Object Name | PickList | | For entity-form activity types: the metadata entity the capture creates (copied from the template's designer-authored target). The Custom Form type has no fixed entity and relies entirely on this field. Values: Sale Order, Sale Invoice, Repair Order. |
OrderId | Order | Lookup → Order | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PaymentId | Payment | Lookup → Payment | | |
PerformAutomatically | Perform Automatically | Boolean | Yes | |
Phone | Phone | Text | | |
PlannedDuration | Planned Duration | Calculated (calculated) | | |
PlannedEndTime | Planned End Time | Date | | |
PlannedStartTime | Planned Start Time | TimeOnly | | |
ProductDemoId | Product Demo | Lookup → ProductDemo | | |
RecordTypeId | Record Type | Guid, hidden | | |
RNAExternalId | RNA External | Text | | |
SequenceNumber | Sequence Number | Number | | |
ServiceOrderId | Service Order | Lookup → ServiceOrder | | |
StartTime | Start Time | TimeOnly | | |
Status | Status | PickList | | Auto-managed: the service flips a not-yet-completed activity to Completed as soon as any captured value slot changes (text, numeric, currency, dates, boolean, geolocation, linked document ids and so on). Status timestamps mirror the visit-task pattern - Completed stamps endTime. Values: Started, Draft. |
TextValue | Text Value | Text | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
URL | URL | Text | | |
VisitId | Visit | Lookup → Visit | | |
VisitTaskId | Visit Task | Lookup → VisitTask | | |
VisitTaskTemplateActivityId | Visit Task Template Activity | Lookup → VisitTaskTemplateActivity | | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | EditInline | Edit |
EditInList | Edit | EditInline | Edit In List Header |
New | New | New | New |
