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This functionality allows keeping an eye either on comments or work notes left within some record or tracking the record field changes (all record fields or a fieldset specified by the user).
The Activity Feed can be used on objects of the Task type in both main interfaces (agent interface and Self-Service Portal), which allows using it by users without specific roles.
Это лента активности записи. Не наследуется. Т.е. каждая лента активности относится к конкретному объекту.
Лента активности используется на таскообразных объектах и в агентском интерфейсе, и на портале.
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Using activity feed
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Creating an activity feed
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To use feed on forms, you need to configure the <activityFeed> widget first. For this, please complete the steps below:
- Navigate to Portal Structure → Widgets.
- Click New to create a new widget.
- Fill in the fields as described below.
- Click Save or Save and Exit to apply changes.
| Field | Mandatory | Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Name | Y | Widget name (for example: "Activity feed widget"). | |||||||||
| Description | Y | Widget brief description (for example: "Enabling activity feed on tasks"). | |||||||||
| Active | Select this checkbox to activate a widget.
| ||||||||||
| Template | N | Fill in the widget template. The default template value is
Check the widget creation guide for more information about this field. | |||||||||
| CSS | N | Specify CSS classes for the widget structure and style. | |||||||||
| Client script | N | Fill in widget client logic if necessary. Check the widget creation guide for more information.
| |||||||||
| Server script | N | Fill in widget server logic if necessary. Check the widget creation guide for more information.
| |||||||||
| Demo data | |||||||||||
| Tables | N | Specify tables (one or more) to enable activity feed functionality on their forms. In the case described, it's the Task table. | |||||||||
| Inheritance | Select this checkbox if you want to make a widget available for adding to child tables' records. |
Тут расписать, как создать виджет, и так далее.
Adding an activity feed
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Add an activity feed widget created in the previous step on the record form using the Form Layout functionality. For this, please complete the steps below:
- Open the hamburger menu on the top left of the form.
- Navigate to the Configure → Form → Layout item and click on it.
- Find the activity feed widget in the Available area and move it to the Selected area.
- Click Save to apply changes.
After this, your changes are displayed on the record form.
| Note |
|---|
Perform these steps for every form on which you need to enable Activity feed functionality since it is not inherited, and every activity feed is related to the specified task object. |
Также лента активности позволяет ознакомиться с историей изменения полей записи (кто, когда изменил и какое поле, какое было значение и какое стало).
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