How do I edit or delete an existing Custom Activity?
Custom activities in Kinatico Compliance can be edited or deleted directly from the Activity Library. Use the edit option to update an activity's configuration and republish it or use the delete option to permanently remove it.
What You'll Need:
- System Admin or System Owner access to the Kinatico Compliance Admin Portal
Time Required: 2 minutes
How to Edit a Custom Activity
Step 1: Locate the Activity
- Select Activity Library under the Activities section in the main navigation
- Browse the Custom Activities section or use the Search bar to find the activity you want to edit
Step 2: Open the Activity Panel
- Select the activity. A panel will appear on the right confirming the activity chosen
Step 3: Edit and Republish
- Click the Edit icon ✏️ in the bottom-right corner of the panel
- Progress through the activity configuration pages to make the necessary changes
- Click Publish to save and apply your updates
💡 Note: Editing and republishing a custom activity will update it for all users and groups it has been assigned to (but not started).
How to Delete a Custom Activity
Step 1: Locate the Activity
- Select Activity Library under the Activities section in the main navigation
- Browse the Custom Activities section or use the Search bar to find the activity you want to delete
Step 2: Open the Activity Panel
- Select the activity. A panel will appear on the right confirming the activity chosen
Step 3: Delete the Activity
- Click the Delete icon 🗑️ in the bottom-right corner of the panel
- Confirm the deletion when prompted
⚠️ Warning: Deleting a custom activity is permanent and cannot be undone. The activity will be removed from the library and from any assignments it was part of.
Need Additional Help?
Still have questions? Our team has over 17 years of experience in people screening and verification. Contact us by selecting Get Help from the main navigation, then email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com