Accessing and Managing Activities

Overview

Activities allow you to configure, track, and manage scheduled program elements such as sessions, workshops, or meetings. From the Activities area, you can access a full list of activities, view key details, and perform single-row or multi-row actions such as exporting data, assigning conditions or groups, bulk updating fields, and archiving records. This article explains how to access the Activities list and manage the available list view actions.

Step-by-Step Approach

1. Access the Activities list

• Go to the Workflow or Event Management area (depending on your setup).
• Select Activities from the Activities sub-menu.
• The Activities list view opens.

2. Add a new activity or update an existing activity

• Click the + Activity button to add a new activity.
• Click any existing activity to update the activity details.

3. Execute multi-row list view actions

• Export Participants
  Export the list of participants registered for the selected activities.
• Export Activities
  Export the details of the selected activities.
• Assign Conditions
  Apply conditions to the selected activities.
• Assign Group
  Assign the selected activities to a group.
• Bulk update field
  Update one or more common fields across all selected activities.
• Archive
  Archive the selected activities so they are no longer available in the system.

4. Execute bulk field updates

• Set Registration Required
  Update the registration requirement setting for multiple activities at once.
• Update all activity system fields
  Modify standard system-controlled activity fields in bulk.
• Update Dependency
  Define or modify dependency settings for the selected activities.

5. Execute single-row list view actions

• Duplicate Activity
  Create a copy of the selected activity with the same configuration.
• Request Meeting Room
  Submit a meeting room request for the selected activity.
• Edit Activity
  Update the activity details for the selected activity.