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Adding Activities to the Form (Manual Form Only)

Adding activities to a manual form can be accomplished by the following methods:

  • Selecting Yes for the Notify option on the Edit Form page.

  • Selecting the Notify checkbox on the body of the form.

If the Notify option is selected, a Send Notification button is included on the upper right corner of the form.

The Activity Category drop-down list is enabled once the changes on this page are saved. This allows you to select an activity category (group of activities) to use with the form or field.