AdvoLogix Help

AdvoLogix Setup: Activity Plans

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This tab provides access to options used for managing Activity Plans (AP). To find the AdvoLogix Setup tab, go to the app launcher (or waffle).

ūüßź Do you know where to find the AdvoLogix Setup tab? ¬†Go to the app launcher (waffle) and search for setup. ¬†Select AdvoLogix Setup from the search results.

How Business Hours are Defined for Activity Plans

Activity Plans have the capability to implement business days when calculating target dates for activities. This option settings allow your organization to define where business hours are defined by your organization. 

  1. For Matter based Activity Plans, business hours can be derived from:

    • Matter Court: Use the business hours assigned to the Court entity.
    • Organization Default: Use your organizations default business hours.
    • Business Hours Lookup: Use the specified custom Business Hours lookup field from the Matter object.

  2. For Account and Contact based Activity Plans, business hours can be derived from:

    • Organization Default: Use your organizations default business hours.
    • Business Hours Lookup: Use the specified custom Business Hours lookup field from the Account or Contact object.

Modifying the Activity Section of an Activity Plan/Template

An activity plan provides the ability to take input for very specific fields for an event or task when applying it to any matter. Some organizations may require more information to be collected and saved to respective events and tasks. The section below allow your system administrator to manage this feature and allow adding additional fields to be displayed when creating an activity plan.

Add an Additional Column

  1. Put the number here to signify what order you want the new column to be shown.
  2. Input the name of the column you want to represent this field. Generally, this will be the name of the task or event field you will choose in the next step.
  3. Choose the task field you want.
  4. Choose the event field you want.
  5. Once you are happy with your selections, select this button.

Only four additional columns can be added to the activity plans user interface.

Re-Order the Custom Columns

  1. Select this button if you would like to re-order the columns.  Only the columns you add can be re-ordered.
  2. Each row has an action column where you can edit the row data or remove it from the list completely.

The custom columns can only be placed in between the Priority column and the Send Email column (see below).  

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