Creating a drop-down for an activity type property

You can create a drop-down for an activity type property by using general lookup tables. When the activity property is used in a multi-instance panel, the drop-down displays with the list of options defined in the general lookup table.

Note: The Activity type must have Allow user edit enabled.

Example: The Complaint activity type has a Status property. Create a general lookup table for the Complaint – Status activity property, so there is a drop-down of options to choose from when the Status property is used in a multi-instance panel.

Identifying the activity type and property to determine the new general lookup table’s name

To connect the activity property to a general lookup table, the general lookup table name must adhere to the following format: Type/Property. The Type is the name of the activity and Property is the field label assigned to the activity property.

Do the following to identify the activity type and property:

1. Go to Settings > Contacts > Activity types and open the activity type.
2. Make note of the Type.
3. Make note of the property field label.

In this example, the name of the new general lookup table will be: Complaint_Status.

Creating the drop-down options for the activity property

Do the following to create the drop-down options for the activity property:

1. Go to Settings > General lookup tables.
2. Select Add new table.

3. In the Table name field, enter the table name that you identified in the previous section.

Note: While not required, underscores between words are standard practice. Spaces and dashes are acceptable also.

4. Give the Row a Code. For example, Status.



Note: Spaces are not allowed in codes. Run words together, for example, InProgress or NotStarted.

5. Give the Row a Description. The description matches the Code except spaces are allowed. For example, the InProgress code’s description would be In Progress.



6. Click Save & Continue.
7. Repeat the process of adding codes and descriptions related to complaint statuses such as Closed or Not Started.

Creating the panel to display the activity property drop-down

Do the following to create the panel with the activity property drop-down:

1. Go to RiSE > Panel Designer > Panel definitions.
2. Click Add panel definition.
3. Enter a name, such as Complaint Activities.
4. From the Parent type drop-down, select Contact.
5. From Panel type, choose Multi-instance.
6. Drag the activity properties to the panel layout area.



7. Click Save & Close.

Adding data to a panel

The panel must be added to a content record before you can add data to it. Do the following to add the panel to a content record and make it available for staff use:

1. Go to the page you want to put the panel on and enable Easy edit.
2. Add the Panel Editor content item:
   1. Give the Panel a name. For example, Complaints.
   2. Select the panel from the Panel drop-down.
   3. Enable Allow users to add, Allow users to delete, and Allow users to edit.
   4. Click OK.
3. Click Save & Publish.

The drop-down is updated any time a new row is added or an existing row is updated in the general lookup table.