Creating and Editing Activity Data Sets

You set the options for an activity data set in the New/Edit Activity Data Set dialog box. This dialog box has two tabs:

• Contact Mapping
• Activity Type

Options Available in an Activity Data Set

Option Name	Description
Contact Mapping Tab
Name	Specifies the name of the data set. The name must be unique among all data sets in the data source. The name you specify is used in the name of the harvesting table for the data set. See Naming Data Sets.
Map Contact Based On Drop-down list	Specifies the method you want to use to find the InterAction contact to update with the activities. There are three methods available in the list: Data Source System ID Additional Information InterAction Contact (Listing ID) For more information, see: Finding the Contacts to Update with the Activities Change the Method Used to Find the Contacts to Update the Activities
Regarding / Visibility Option buttons	Indicates whether the data set should add activities regarding contacts or folders. If you select folders, then you also need to select the folder for the activities. See the Setting What the Activity is Regarding.
Activity Type Tab
External data source	Indicates that the data set sets the activity type based on an ID value from the external system. You need to harvest this ID from the external system, and it must match the ID of one of InterAction’s activity types. For more information, see Getting the Activity Type from the Data Source.
Use selected activity type	Indicates that the data set uses a specific, defined activity type for every activity it adds to the contacts. If you select this option, you also need to select the activity type to use from the list. For more information, see Using a Static InterAction Activity Type.

Create an Activity Data Set

1. Select the data source for the data set from the console list.
2. Click or choose Data Set > New > Activity.

3. Enter a Name for the data set.

   This must be unique among data sets within the same data source. For more information, see Naming Data Sets.

4. Under Map Contact Based On, select the method you want to use to find the contacts to update:

   To	Do This
   Use a system ID provided by the data source	Select Data Source System ID
   Use an additional field value, such as client number or employee code	Select Additional Information, then select the field to use for mapping from the drop-down list
   Use the internal InterAction contact ID	Select InterAction Contact (Listing ID)

   For more information, see Finding the Contacts to Update with the Activities.

5. Select the visibility option you want for all the activities created by the data set:

   To	Do This
   Create activities regarding contacts	Select Contacts / Everyone
   Create activities regarding folders	Select Folder / Folder Determines, then choose (Browse) button to find and select the appropriate folder

   For more information, see Setting What the Activity is Regarding.

6. Select the Activity Type tab.

7. Select the method you want to use to set the activity type for the activities you are adding:

   To	Do This
   Harvest an ID value for the activity type from the external system	Select External data source
   Set all activities to the same, static type	Select Use selected activity type, then select the type to use from the list Note: The activity type must already exist in InterAction.

   For more information, see Defining the Activity Type.

8. Choose OK to close and save the data set.

Edit an Activity Data Set

Changing the options for an existing data set deletes all data in the corresponding data set table. You need to re-run your harvesting routine to re-populate the table. If changing the options also changes the structure for the table, you need to revise your harvesting routine first.

1. Select the data source of the data set from the console list.
2. Right-click the activity data set () and choose Edit.

3. Change the fields as needed.

   For details about the fields in an activity data set, see Options Available in an Activity Data Set.

4. Choose OK.

Delete an Activity Data Set

1. Select the data source of the data set from the console list.
2. Right-click the activity data set () and choose Delete.
3. When prompted, confirm the delete.
4. Update any harvesting routines to remove any references to the corresponding table.