In InterAction, activities can be either regarding contacts or regarding folders. When defining an Activity data set, you can choose what the activities harvested from the external system are regarding.
All activities brought in using a particular data set must have the same settings. If you need to bring in activities regarding contacts and folders, create a separate data set for each.
When transforming the data, Application Collaboration automatically links a contact into the specified folder, if necessary. This lets you link into more than just one Include folder.
For example, assume you have a Company data set with the Firm Contacts - Companies folder as the source folder and Client Financial Information as the include folder. You have some activity data for the companies, but you want those activities to be specific to the Marketing Information folder.
In this scenario, create an Activity data set, set to regarding folders, and select Marketing Information for the folder.
When transforming the data, if a contact is not already linked into the Marketing Information folder, Application Collaboration automatically creates the link then adds the regarding folders activities.
Set the Visibility for an Activity Data Set
Changing this option 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.
- Select the data source of the data set from the console list.
- Right-click the activity data set (
) and choose Edit.
- Do one of the following:
- To use the data set to create activities regarding contacts, select Contacts / Everyone.
- To use the data set to create activities regarding a folder, select Folder / Folder Determines, then choose the (Browse) button. Use the Select Folder dialog box to find the folder you want to use and choose OK.
- Choose OK to save your changes.