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Set Up Activity Classifications as Required/Not Required
This article demonstrates how to switch an activity classification in a form to be required/not required.
Require/Not Require Activity Classification
1. Navigate to Activity Classifications under Customize
Navigation: Administration > Setup > Activity Classifications
- Click Setup under the Administration section of the navigation menu.
- Click Activity Classifications under the Customize section.
2. Click the “Required” checkmark box in the desired unit
- Click the hyperlinked number for the unit corresponding to the activity to be changed. If necessary, click the plus sign to expand a unit.
- The Manage Activity Classifications screen displays a list of all activity classifications currently assigned to the selected unit and subunits. Use the filter at the top of the screen if necessary, or use the Search bar.
- Click the Unit Change link to select a different unit or subunit, if necessary. Upon selecting a different unit or a subunit, the list of activity classifications that are displayed may change.
- Click the Edit icon (pencil) to modify the desired Activity Classification.
- The Activity Classification form will appear on this page and can choose whether or not it should be a required field by selecting or deselecting the check mark box next to Required under the General Information section.
- The Activity Classification form will appear on this page and can choose whether or not it should be a required field by selecting or deselecting the check mark box next to Required under the General Information section.
- Scroll to the bottom and click either of the Save buttons when finished.
Note that the activity classification 'publicly displayed; is a hard coded activity classification that is automatically turned on, and can only be turned off by contacting Interfolio. For clients utilizing the APIs to, a faculty selection of ‘publicly displayed = no’ tells developers to not display that data outside of the module