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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

General properties for activity designer templates

The following General Property fields are common to all activity designer templates.

FieldsDescription
NameDescriptive name of the activity. Select a unique name that makes the activity easily identifiable in the palette. If you do not name the activity, it is identified in the Data tab of the Workflow Editor with an index number when it is added to a workflow. This index reflects the order in which the custom activity was added to the workflow. Only custom activities and their output variables appear in the Data tab.
Short descriptionBrief description of what the activity does.
ImageIcon that identifies an activity of this type in the workflow palette.
Execution templatePredefined template selected for this activity.
ApplicationCurrent Application scope set on the instance. To view the scope, click the gear icon on the right side of the title bar in any record or list and look at the value in the Application field. The activity runs in this scope within a workflow. You cannot view or change the scope for the instance in the Workflow Editor.
Accessible fromAccessibility setting for this activity, by scope. The following options are available:- All application scopes: This activity is available to all application scopes. - This application scope only: Use of this activity is restricted to the scope named in the Application field.
CategoryCategory for this activity in the Custom and Packs tabs. All categories are listed under their scope in the collapsible hierarchy.
DescriptionDetailed description of the activity.

Parent Topic:Create custom activities using custom activity designer templates