Manage activity codes
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Genesys Cloud Resource Center provides comprehensive activity code management capabilities within the Workforce Management module. Users with appropriate permissions (Workforce Management > Activity Code – Edit and Delete, and Workforce Management > Activity Codes – Edit) can modify activity code parameters or delete multiple activity codes from the Activity Codes tab, with the exception that default activity codes cannot be deleted.
The editing process involves navigating through Menu > Workforce Management > Workforce Management Configuration > Business Units, then selecting Activity Codes under Configuration. Users can search and filter codes using column-based search boxes and lists, then click on an activity code name to modify parameters before saving changes.
Deletion of activity codes follows a similar navigation path, with options to either select multiple codes via checkboxes and use "Delete all selected," or access individual deletion through a "More" menu option. Both methods require confirmation before removal.
The Update Style action enables bulk styling application across multiple activity codes simultaneously. Users can apply system default colors or implement custom styling by selecting background colors and optionally overriding automatically selected text colors. Style changes are purely visual and do not affect activity code configuration, category, work handling settings, adherence settings, or time settings. Changes take effect immediately across supported Workforce Management scheduling experiences, and bulk style updates require the Workforce Management > Activity Codes > Edit permission.
The following permissions:
- Workforce Management > Activity Code – Edit and Delete
- Workforce Management > Activity Codes – Edit
Modify an activity code’s parameters, or delete one or more activity codes from the Activity Codes tab.
Note: You cannot delete a default activity code.
- Click Admin.
- Under Workforce Management, click Business Units.
- Click Menu > Workforce Management > Workforce Management Configuration > Business Units.
- Under Configuration, click Activity Codes.
- In the Activity Codes page, use the search boxes and lists below each column to narrow the list of codes.
- Click the link on the activity code name to modify further.
- Make the appropriate changes and click Save.
- Click Admin.
- Under Workforce Management, click Business Units.
- Click Menu > Workforce Management > Workforce Management Configuration > Business Units.
- Under Configuration, click Activity Codes.
- In the Activity Codes page, use the search boxes and lists below each column to narrow the list of codes.
- Do one of the following:
- Click the check box next to the appropriate activity code or codes that you want to remove and click Delete all selected. A message appears, asking you to confirm the activity removal.
- Click More and from the menu that appears click Delete. A message appears, asking you to confirm the activity removal.
- Click OK.
Use the Update Style action to apply the same styling to multiple activity codes at the same time. To update the style for multiple activity codes, perform the following steps:
- Click Menu > Workforce Management > Workforce Management Configuration > Activity Codes.
- Select the check box next to each activity code that you want to update.
- Click Update Style.
- In the Styling dialog box, do one of the following:
- To apply the default system colors to the selected activity codes, select the Use system default checkbox.
- To apply custom styling, clear the Use system default checkbox.
- If you are using custom styling, perform the following steps:
- Select a background color.
- (Optional) Override the automatically selected text color.
- Review the preview.
- Click Save.
Genesys Cloud applies the selected style to all selected activity codes. For more information about configuring activity code colors, including styling options, preview states, and where custom colors appear, see Customize activity code colors.
Note:
- Style changes affect only the appearance of the selected activity codes. They do not modify the activity code configuration, category, work handling settings, adherence settings, or time settings.
- Changes take effect immediately and appear throughout supported Workforce Management scheduling experiences.
- Bulk style updates requires the Workforce Management > Activity Codes > Edit permission.
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