---
id: SCR-CRM-ACT-007
title: Activity types configuration
route: '/console/{tenantId}/configuration/crm/types/activityTypes'
surface: console
product_area: crm
module: activities-tasks
revision: 1
status: draft
design_intent: proposed
implementation_evidence: observed
inference: []
source_sha:
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
  services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69
purpose: >-
  Administer interaction categories, their entry settings and result choices while
  retaining previously used configuration.
supports:
  - JNY-CRM-ACT-004
  - CAP-CRM-ACT-008
  - CAP-CRM-ACT-009
permission: >-
  crm.activity-types.read (view); crm.activity-types.create, .update and .delete for
  changes
entry_from:
  - The CRM Types area in configuration.
exits_to:
  - The same category list and record form.
displays:
  - field: >-
      Category appearance and name, baseline badge, visible-detail and follow-up
      summaries, and available result count.
    source: listActivityTypes
  - field: >-
      The category editor for details, appearance, initial progress, field settings,
      duration, suggested follow-up and ordered result availability.
    source: getActivityType
actions:
  - label: Create
    operation_id: createActivityType
    permission: crm.activity-types.create
    confirm: false
  - label: Save
    operation_id: updateActivityType
    permission: crm.activity-types.update
    confirm: false
  - label: Reorder (drag)
    operation_id: reorderActivityTypes
    permission: crm.activity-types.update
    confirm: false
  - label: Deactivate or activate
    operation_id: updateActivityType
    permission: crm.activity-types.update
    confirm: false
  - label: Delete
    operation_id: deleteActivityType
    permission: crm.activity-types.delete
    confirm: true
states:
  - empty
  - loading
  - error
  - read-only
  - inactive
validation:
  - BR-CAP-CRM-ACT-008-02
  - BR-CAP-CRM-ACT-008-03
  - BR-CAP-CRM-ACT-008-05
  - BR-CAP-CRM-ACT-008-06
  - BR-CAP-CRM-ACT-008-07
  - BR-CAP-CRM-ACT-008-11
  - BR-CAP-CRM-ACT-008-12
  - BR-CAP-CRM-ACT-009-03
  - BR-CAP-CRM-ACT-009-06
patterns:
  - 'Configuration resource (shared catalog list, record form, bulk actions)'
  - Atomic display-order editor
  - System badge and disabled delete for built-in records
component: components/configuration/resources/activity-types.tsx
evidence:
  - >-
    react-console at baf6dae3: components/configuration/resources/activity-types.tsx
    (MIN_DURATION, MAX_DURATION, MAX_FOLLOW_UP_DAYS, delete guard);
    lib/configuration/activity-types.ts (atomicDisplayOrder);
    components/configuration/fields/activity-type-settings.tsx.
controls: [TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-005, TC-AZ-006, TC-DAT-001, TC-DAT-003, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-003, TC-PI-005, TC-TEN-001, TC-TEN-002, TC-TEN-003]
---

# Activity types configuration

## What the Screen Is For

Administrators use this resource to shape interaction entry. Categories carry the form settings and result choices consumed by the logging sheet.

## What It Shows and Lets People Do

The list and record form expose category appearance, default values and field settings. Saves carry the read version, and dragging uses one complete-order request. Availability changes retire choices without rewriting existing interactions. Deletion asks for confirmation; baseline types and referenced configuration remain protected.

## States and Errors

Authority determines which editing controls are available. Write and version refusals are displayed through the shared resource. The console’s duration and suggested follow-up limits remain narrower than service limits.

## Patterns It Must Respect

The resource uses the shared configuration catalog and record form with atomic ordering. Baseline badges and guarded deletion identify service-protected categories. These observed controls do not establish a separate product approval.