How to Associate Multiple Records with an Activity

Introduction

In Vymo, some activities may require tagging with more than one lead or partner. For example, a bank visit might involve meetings with several individuals. To link an activity with multiple records, you need to activate the multi-record feature and define the maximum number of records that can be associated with a specific activity. Upon activation, app users can select multiple records when creating an activity.

Step-by-Step Guide

Access Vymo

Log into the self-serve.

Navigate to Activity Management

Proceed to 'Module Settings'.
Select the module housing the activity of interest.
Dive into 'Activity Management'.

Modify Activity Settings

From the left-hand menu, pick the desired activity.
Scroll down to the 'Advanced Settings' section.
Under 'Choose whether to associate with single or multiple record(s)', opt for 'Multiple records'.
Click 'Save', located near the top right.

Set Record Limit in JSON Configurations

Navigate back to the main dashboard.
In 'Global Settings', tap on 'JSON Configurations'.
On the left panel, find the 'Vo Selection Props' object and navigate to 'Vo Selection Multiple'.
Set your desired record limit by inputting an integer (between 1 and 200) in the 'Max Required' field.

Note

If the 'Max Required' field is unmodifiable, use the JSON editor pane. Input the desired number in the vo_selection_multiple.maxRequired parameter as follows:

```json { "vo_selection_single": { "code": "vo_selection_single", "deleted": false, "maxRequired": 1, "minRequired": 1, "contextFilterMappings": null }, "vo_selection_multiple": { "code": "vo_selection_multiple", "deleted": false, "maxRequired": 200, "minRequired": 1, "contextFilterMappings": null } }