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<p>Дизайнер бизнес-процессов &gt; Графические элементы &gt; Графические элементы решения «ELMA365 CRM» / Создать запись активности</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Создать запись активности</span></h1>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Create Activity Entry</span></h1>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="create-activity-entry-1" width="108" height="87" style="margin:0;width:108px;height:87px;border:none" src="create-activity-entry-1.png"/><span style="font-size: 15px; font-family: Inter;">Графический элемент используется для фиксации данных о взаимодействии с клиентами в системе. С его помощью сохраняется информация о пользовательской активности по определённому контакту.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Пользовательские активности </span><span style="font-size: 15px; font-family: Inter;">— это виды активностей, добавленные </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360006871932.html#administrators" class="topiclink">администратором системы</a></span><span style="font-size: 15px; font-family: Inter;"> для учёта дополнительных взаимодействий с клиентами. Они используются, когда </span><span style="font-size: 15px; font-family: Inter; color: #0000ff;"><a href="/ru/help/crm/view-activity-log.html#activity-types" class="weblink">основные активности</a></span><span style="font-size: 15px; font-family: Inter;">, настроенные в системе по умолчанию, не удовлетворяют нужды компании. Например, чтобы отслеживать отправленные клиенту уведомления или его действия на вашем сайте.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Записи по активностям, зафиксированные с помощью блока, отображаются в виджете </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="client-engagment-history.html" class="topiclink">История активностей</a></span><span style="font-size: 15px; font-family: Inter;">. Он по умолчанию добавлен в карточку </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360012584960.html" class="topiclink">контакта</a></span><span style="font-size: 15px; font-family: Inter;">, чтобы менеджер по продажам мог </span><span style="font-size: 15px; font-family: Inter; color: #0000ff;"><a href="/ru/help/crm/view-activity-log.html#view-log" class="weblink">отслеживать историю коммуникации с клиентом</a></span><span style="font-size: 15px; font-family: Inter;"> и оставаться в курсе последних взаимодействий. Виджет можно также разместить в карточке </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="leads.html" class="topiclink">лида</a></span><span style="font-size: 15px; font-family: Inter;">, </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360012680899.html" class="topiclink">сделки</a></span><span style="font-size: 15px; font-family: Inter;"> или </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360012584980.html" class="topiclink">компании</a></span><span style="font-size: 15px; font-family: Inter;"> для быстрого доступа к информации.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Кроме того, данные по активности используются в системе, чтобы определить готовность клиента к покупке. На их основе определяется <a href="assign-nurturing-stage.html" class="topiclink">стадия прогрева контакта</a>.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">Графический элемент <span style="font-size: 15px; font-family: Inter;">доступен при активации одного из </span><span style="font-size: 15px; font-family: Inter; color: #0000ff;"><a href="licenses-crm.html" class="topiclink">платных решений CRM</a></span><span style="font-size: 15px; font-family: Inter;">, в которые входит фиксация истории активностей</span>. Использовать блок смогут только пользователи с лицензией такого решения.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Настройка фиксации пользовательской активности включает в себя три этапа:</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="clip0263" width="109" height="85" style="float:left;margin:0;width:109px;height:85px;border:none" src="clip0263.png"/><span style="font-size: 15px; font-family: Inter;">The graphical element is used to record data on interaction with clients in the system. It is used to save information about user activity for a certain contact.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Custom activities </span><span style="font-size: 15px; font-family: Inter;">are types of activities added by the </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360006871932.html#administrators" class="topiclink">system administrator</a></span><span style="font-size: 15px; font-family: Inter;"> to record additional interactions with clients. They are used when the </span><span style="font-size: 15px; font-family: Inter; color: #0000ff;"><a href="/ru/help/crm/view-activity-log.html#activity-types" class="weblink">main activities</a></span><span style="font-size: 15px; font-family: Inter;"> configured in the system by default do not meet the companys needs. For example, to track notifications sent to a client or their actions on your website.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Activity entries recorded with the activity are displayed in the </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="client-engagment-history.html" class="topiclink">Activity log</a> </span><span style="font-size: 15px; font-family: Inter;">widget. It is added to the </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360012584960.html" class="topiclink">contact</a> </span><span style="font-size: 15px; font-family: Inter;">page by default so that the sales manager can track communication with the client and stay up to date with the latest interactions. The widget can also be placed on a </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="leads.html" class="topiclink">lead</a></span><span style="font-size: 15px; font-family: Inter;">, </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360012680899.html" class="topiclink">deal</a></span><span style="font-size: 15px; font-family: Inter;"> or </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360012584980.html" class="topiclink">copmpany</a></span><span style="font-size: 15px; font-family: Inter;"> page for quick access to information.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">In addition, activity data is used in the system to determine a clients readiness to buy. Based on this, the <a href="assign-nurturing-stage.html" class="topiclink">contacts nurturing stage</a> is determined.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Configuring custom activity recording includes three steps:</span></p>
<ol style="list-style-type:decimal">
<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">Добавление нового вида активности в настройках приложения </span><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Контакты</span><span style="font-size: 15px; font-family: Inter;">.</span></li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">Описание действия, которое должно происходить, в бизнес-процессе. Для этого используются любые подходящие графические элементы.</span></li><li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">Размещение на схеме бизнес-процесса блока </span><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Создать запись активности</span><span style="font-size: 15px; font-family: Inter;">, в настройках которого указывается добавленная активность.</span></li></ol>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">В ходе процесса сначала выполняются действия по активности, описанные другими блоками, затем в системе фиксируется запись.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Подробнее о том, как настроить фиксацию данных по пользовательской активности, читайте в статье </span><span style="font-size: 15px; font-family: Inter; color: #0000ff;"><a href="/ru/help/crm/configure-activity-log.html#add-custom-activity" class="weblink">«Настройки истории активностей»</a></span><span style="font-size: 15px; font-family: Inter;">.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Настройка блока</span></h2>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 13px; font-family: Inter;">На странице процесса на панели справа от поля для моделирования откройте вкладку </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Системные элементы &gt; CRM</span><span style="font-size: 13px; font-family: Inter;">. Вынесите блок </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Создать запись активности</span><span style="font-size: 13px; font-family: Inter;"> на схему процесса. Расположите его после блоков, которые описывают действие по активности. Например, если отслеживается отправка клиенту SMSсообщения, добавьте блок </span><span style="font-size: 13px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif; color: #0563c1;"><a href="360013409220.html" class="topiclink">Отправить SMS</a></span><span style="font-size: 13px; font-family: Inter;">, затем блок записи активности.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="create-activity-entry-2" width="717" height="425" style="margin:0;width:717px;height:425px;border:none" src="create-activity-entry-2.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 13px; font-family: Inter;">Дважды нажмите на добавленный блок, чтобы открыть окно с настройками.</span></p>
<h3 class="p_Heading3"><a id="main-settings" class="hmanchor"></a><span class="f_Heading3">Вкладка «Основное»</span></h3>
<p style="page-break-after: avoid; margin: 7px 0 16px 0;"><img alt="create-activity-entry-3" width="817" height="415" style="margin:0;width:817px;height:415px;border:none" src="create-activity-entry-3.png"/></p>
<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">Adding a new activity in the </span><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Contacts</span><span style="font-size: 15px; font-family: Inter;"> app settings.</span></li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">Describing the activity that should be executed in the business process. Any suitable graphical elements are used for this purpose.</span></li><li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">Placing the </span><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Create Activity Entry</span><span style="font-size: 15px; font-family: Inter;"> activity on the business process diagram, in the settings of which the added activity is specified.</span></li></ol>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">In the course of the process, the activity actions described by other activities are performed first, and then the entry is recorded in the system.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">For more details on how to configure data recording by user activity, see </span><span style="font-size: 15px; font-family: Inter; color: #0000ff;"><a href="/ru/help/crm/configure-activity-log.html#add-custom-activity" class="weblink">Activity log settings</a></span><span style="font-size: 15px; font-family: Inter;">.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Activity settings</span></h2>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 13px; font-family: Inter;">On the process page, in the panel to the right of the modeling canvas, open the System elements &gt; CRM tab. Place the Create Activity Entry activity on the process diagram. Place it after the activities that describe the activity action. For example, if you are tracking the sending of an SMS to a client, add the <a href="360013409220.html" class="topiclink">Send Message</a> activity, followed by the activity entry activity.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="create_entry_01" width="782" height="512" style="margin:0;width:782px;height:512px;border:none" src="create_entry_01.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 13px; font-family: Inter;">Double-click on the added activity to open the settings window.</span></p>
<h3 class="p_Heading3"><a id="main-settings" class="hmanchor"></a><span class="f_Heading3">General tab</span></h3>
<p style="line-height: 1.20; page-break-after: avoid; margin: 7px 0 16px 0;"><img alt="create_entry_02" width="832" height="390" style="margin:0;width:832px;height:390px;border:none" src="create_entry_02.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Название</span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-size: 13px; font-family: Inter;"> — введите название блока, которое будет отображаться на схеме процесса;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Вид активности</span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-size: 13px; font-family: Inter; font-weight: bold;"> </span><span style="font-size: 13px; font-family: Inter;">— выберите пользовательскую активность, которую вы создали в </span><span style="font-size: 13px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif; color: #0563c1;"><a href="/ru/help/crm/configure-activity-log.html" class="weblink">настройках истории активностей</a></span><span style="font-size: 13px; font-family: Inter;">. По ней добавится запись в карточку контакта;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Контакт</span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-size: 13px; font-family: Inter; font-weight: bold;"> </span><span style="font-size: 13px; font-family: Inter;">— укажите контекстную переменную типа </span><span style="font-size: 13px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif; color: #0563c1;"><a href="360009707032.html#app" class="topiclink">Приложение</a></span><span style="font-size: 13px; font-family: Inter;">, ссылающуюся на </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Контакты</span><span style="font-size: 13px; font-family: Inter;">. Для элемента, записанного в переменную, в ходе процесса добавится запись активности. Если выбрана переменная с множественным значением, запись сохранится в карточку каждого контакта;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a id="source" class="hmanchor"></a><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Источник активности </span><span style="font-size: 13px; font-family: Inter;">— укажите контекстную переменную типа </span><span style="font-size: 13px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif; color: #0563c1;"><a href="360009707032.html#app" class="topiclink">Приложение</a></span><span style="font-size: 13px; font-family: Inter;">, которая ссылается на элемент, связанный с выполненным действием. Например, если активность относится к доставке заказа, выберите переменную </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Заказ</span><span style="font-size: 13px; font-family: Inter;">. Название элемента отобразится в карточке контакта. Доступны только переменные типа </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Один</span><span style="font-size: 13px; font-family: Inter;">.</span></li></ul>
<h3 class="p_Heading3"><a id="error-handling" class="hmanchor"></a><span class="f_Heading3">Вкладка «Обработка ошибок»</span></h3>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Укажите, по какой ветке направится бизнес-процесс, если в работе блока произойдёт ошибка. Например, если контакт не определится или пользовательская активность удалена в </span><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif; color: #0563c1;"><a href="/ru/help/crm/configure-activity-log.html" class="weblink">настройках истории активностей</a></span><span style="font-size: 15px; font-family: Inter;">. Также вы можете настроить оповещение пользователей об ошибке.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="create-activity-entry-4" width="721" height="422" style="margin:0;width:721px;height:422px;border:none" src="create-activity-entry-4.png"/></p>
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Name</span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-size: 13px; font-family: Inter;">. Enter the name of the activity to be displayed on the process diagram;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Activity type</span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-size: 13px; font-family: Inter;">.</span><span style="font-size: 13px; font-family: Inter; font-weight: bold;"> </span><span style="font-size: 13px; font-family: Inter;">Select the custom activity you created in the <a href="/en/help/crm/configure-activity-log.html" target="_blank" class="weblink">activity log settings</a>. An entry will be added to the contact page based on it;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Contact</span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-size: 13px; font-family: Inter;">.</span><span style="font-size: 13px; font-family: Inter; font-weight: bold;"> </span><span style="font-size: 13px; font-family: Inter;">Specify a context variable of the <a href="360009707032.html" class="topiclink">App</a> type referring to </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Contacts</span><span style="font-size: 13px; font-family: Inter;">. For the item written to the variable, an activity record will be added during the process. If a variable with multiple values is selected, the entry will be recorded on the page of each contact;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a id="source" class="hmanchor"></a><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Activity source</span><span style="font-size: 13px; font-family: Inter;">. Specify a context variable of the </span><span style="font-size: 13px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif; color: #0563c1;"><a href="360009707032.html#app" class="topiclink">App</a> </span><span style="font-size: 13px; font-family: Inter;">type App that refers to the element associated with the activity performed. For example, if the activity refers to the order delivery, select the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Order</span><span style="font-size: 13px; font-family: Inter;"> variable. The name of the item will be displayed on the contact page. Only variables of type </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">One</span><span style="font-size: 13px; font-family: Inter;"> are available.</span></li></ul>
<h3 class="p_Heading3"><a id="error-handling" class="hmanchor"></a><span class="f_Heading3">Error Handling tab</span></h3>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Specify which path the business process will follow if an error occurs in the activity execution. For example, if a contact is not detected or a user activity is deleted in the </span><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif; color: #0563c1;"><a href="/en/help/crm/configure-activity-log.html" class="weblink">activity log settings</a></span><span style="font-size: 15px; font-family: Inter;">. You can also configure how users will be notified of the error.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="create_entry_03" width="738" height="382" style="margin:0;width:738px;height:382px;border:none" src="create_entry_03.png"/></p>
<ul style="list-style-type:disc">
<li style="margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Оповещение</span><span style="font-size: 15px; font-family: Inter;"> — включите опцию и укажите пользователей, которым будет отправляться оповещение об ошибке в процессе. Можно выбрать текущего пользователя, группу пользователей, элемент оргструктуры, а также указать контекстную переменную, например, инициатора процесса;</span></li><li style="margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Прервать</span><span style="font-size: 15px; font-family: Inter;"> — для корректной работы блока включите опцию и в поле </span><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Переход</span><span style="font-size: 15px; font-family: Inter;"> укажите, по какой ветке процесс направится в случае ошибки. </span></li></ul>
<p style="margin: 7px 0 16px 0;"><span style="font-size: 15px; font-family: Inter;">После завершения настройки нажмите кнопку </span><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Сохранить</span><span style="font-size: 15px; font-family: Inter;">, затем опубликуйте процесс.</span></p>
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Notification</span><span style="font-size: 15px; font-family: Inter;">. Enable the option and specify users to whom notification about an error in the process will be sent. You can select the current user, user group, or item of the org chart, as well as specify a context variable, for example, the process initiator;</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Interrupt</span><span style="font-size: 15px; font-family: Inter;">. For the correct operation of the activity, enable this option and specify in the </span><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Connector</span><span style="font-size: 15px; font-family: Inter;"> field which path the process will follow in case of an error. </span></li></ul>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-size: 15px; font-family: Inter;">When the settings are complete, click </span><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Save</span><span style="font-size: 15px; font-family: Inter;">, then publish the process.</span></p>
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