Adding Advanced Activity Rules
Overview
Important: This setup reflects Kizen’s default configuration. Your administrator may have customized your layout, so columns or navigation may appear differently. Trial accounts may have limited features.
This walkthrough shows you how to add Advanced Activity Rules using the Kizen UI. You’ll learn how to define rule conditions, apply logic, and specify which Activity fields are shown when those conditions are met, so Activities behave consistently during logging and submission.
Advanced Activity Rules are configured at the Activity Type level and take effect immediately once saved.
Before You Begin
Before adding Advanced Activity Rules, make sure the following are in place:
You have Admin access to Activities
The Activity Type includes:
One or more field types to use as rule conditions
The Activity fields you want to show when conditions are met
You understand that:
Each field can be controlled by only one rule
Rules explicitly define which fields are shown
Required fields are ignored if they are hidden by a rule
Having the Activity fields configured first ensures they appear as selectable options when defining rules in the Advanced Rules tab. See Activity Fields for more information.
Create a Rule
Click +Add Activity Rule
Select a field from the When the following conditions are met dropdown
Note: You can add multiple condition fields by selecting the +Add Condition button. When multiple conditions are present, the rule specifies whether any or all of them must be met.
Select an Operator (If required). ANY allows you to define the condition by OR. ALL allows you to define the condition by AND.
Select a field from the Show the following field(s) dropdown.
Design Guidance and Best Practices
Keep your rules simple and predictable
Avoid chaining rules that are hard to reason about
Use Dropdown fields for clear branching logic
Test rules with different permission levels
Avoid making read-only fields required
What's Next
Next, continue to Activities APIs & Webhooks, which provides an overview of all API endpoints and webhook events available for Activities. This section helps you understand:
Which Activity operations are available via API
How Scheduled and Logged Activities are exposed programmatically
Which Activity lifecycle events emit webhook notifications
Reviewing the APIs and Webhooks overview prepares you to work with individual endpoints and event types in the sections that follow.
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