Pinning a particular activity entity as the default entity when I click on "activities" from my workplace

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Posted on by Ben T

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Hello,

When I click on "activities" from my workplace, it takes me into a view that shows records from all sorts of activity entities. I have a custom medication entity, and I would like records from this entity only to be what I see when I click on the activity entity. Is there a simple solution to accomplish this?

I hope I am explaining this clear. If not, let me know and I can provide some screenshots to help.

Thank you in advance!

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Aric Levin - MVP 30,190 Moderator on at

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RE: Pinning a particular activity entity as the default entity when I click on "activities" from my workplace

You can't really pin a particular activity type, but you can configure your Site Map, so that you will have a link to a particular Activity entity, such as Email. The command bar will still be the activity command bar, but the view will be of Emails.

See below:

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Jason M. Cosman 5,234 Moderator on at

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RE: Pinning a particular activity entity as the default entity when I click on "activities" from my workplace

Hello Ben T;

My first question for you would be do your users need the out of the box activities? If not this could be handled through security role access.

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