Add Assets to Activities

You can add assets to activities from a widget configured on the dashboard.

PREREQUISITES:

  • The widget must be configured with the action type of Add to Activities selected. See Add a Widget and Query Action Types for more information.
  • The query selected for the widget must be a GIS Feature or GIS Object query.
  1. Open the dashboard.
  2. On the widget, select asset(s) to add to activities.
  3. Click Add to Activities.

  1. From the Add Assets to Activities panel, select the assets.
  2. Click Next.

  1. Select the activity to attach the asset to in one of the following ways:
  • From the Recent Activities list.
  • From the Search. This is the same a quick search. See Quick Search for more information.
  • From the Detailed Search. This is the same as a basic search. See Basic Search for more information.

  1. Click Next.

  1. Click Execute to add the assets to the activities.

  1. To open an activity, select the activity and click Open Work Activities.